Plan Name | INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | INOVA HEALTH SYSTEM |
Employer identification number (EIN): | 541071867 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about INOVA HEALTH SYSTEM
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1977-11-29 |
Company Identification Number: | 0180369 |
Legal Registered Office Address: |
8110 GATEHOUSE ROAD 8110 GATEHOUSE RD FALLS CHURCH United States of America (USA) 22042 |
More information about INOVA HEALTH SYSTEM
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | WENDY JOLLY | |||
002 | 2017-01-01 | JOSEPH DEROMA | |||
002 | 2017-01-01 | JOSEPH DEROMA | |||
002 | 2016-01-01 | JOSEPH DEROMA | |||
002 | 2015-01-01 | JOSEPH DEROMA | |||
002 | 2014-01-01 | JOSEPH DEROMA | JOSEPH DEROMA | 2015-08-28 | |
002 | 2013-01-01 | JOSEPH DEROMA | JOSEPH DEROMA | 2014-09-09 | |
002 | 2012-01-01 | JOSEPH DEROMA | JOSEPH DEROMA | 2013-07-27 | |
002 | 2011-01-01 | JOSEPH DEROMA | JOSEPH DEROMA | 2012-07-30 | |
002 | 2009-01-01 | JOSEPH DEROMA | JOSEPH DEROMA | 2011-03-29 | |
002 | 2009-01-01 | JOSEPH DEROMA | JOSEPH DEROMA | 2010-10-15 | |
002 | 2009-01-01 | JOSEPH DEROMA | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2023: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 27,229 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 21,716 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 184 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 7,636 |
Total of all active and inactive participants | 2023-01-01 | 29,536 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 15 |
Total participants | 2023-01-01 | 29,551 |
Number of participants with account balances | 2023-01-01 | 28,391 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1,814 |
2022: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 25,024 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19,635 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 178 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7,399 |
Total of all active and inactive participants | 2022-01-01 | 27,212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 17 |
Total participants | 2022-01-01 | 27,229 |
Number of participants with account balances | 2022-01-01 | 25,909 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1,683 |
2021: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 23,134 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17,915 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 180 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6,912 |
Total of all active and inactive participants | 2021-01-01 | 25,007 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 17 |
Total participants | 2021-01-01 | 25,024 |
Number of participants with account balances | 2021-01-01 | 24,091 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1,585 |
2020: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 21,684 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16,801 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6,223 |
Total of all active and inactive participants | 2020-01-01 | 23,107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 27 |
Total participants | 2020-01-01 | 23,134 |
Number of participants with account balances | 2020-01-01 | 22,214 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1,401 |
2019: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 21,940 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16,005 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 153 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5,491 |
Total of all active and inactive participants | 2019-01-01 | 21,649 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 35 |
Total participants | 2019-01-01 | 21,684 |
Number of participants with account balances | 2019-01-01 | 20,869 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1,420 |
2018: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 20,059 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16,808 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 132 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4,969 |
Total of all active and inactive participants | 2018-01-01 | 21,909 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 31 |
Total participants | 2018-01-01 | 21,940 |
Number of participants with account balances | 2018-01-01 | 21,265 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1,497 |
2017: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 19,501 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15,233 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 104 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4,680 |
Total of all active and inactive participants | 2017-01-01 | 20,017 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 42 |
Total participants | 2017-01-01 | 20,059 |
Number of participants with account balances | 2017-01-01 | 19,441 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1,665 |
2016: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 17,429 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15,241 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4,129 |
Total of all active and inactive participants | 2016-01-01 | 19,456 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 45 |
Total participants | 2016-01-01 | 19,501 |
Number of participants with account balances | 2016-01-01 | 18,808 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1,329 |
2015: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 16,995 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13,316 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 80 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3,964 |
Total of all active and inactive participants | 2015-01-01 | 17,360 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 69 |
Total participants | 2015-01-01 | 17,429 |
Number of participants with account balances | 2015-01-01 | 16,900 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 364 |
2014: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 17,503 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13,034 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3,819 |
Total of all active and inactive participants | 2014-01-01 | 16,925 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 70 |
Total participants | 2014-01-01 | 16,995 |
Number of participants with account balances | 2014-01-01 | 16,398 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 19,049 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13,594 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3,779 |
Total of all active and inactive participants | 2013-01-01 | 17,436 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 67 |
Total participants | 2013-01-01 | 17,503 |
Number of participants with account balances | 2013-01-01 | 15,969 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1,098 |
2012: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 19,028 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15,358 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 91 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3,529 |
Total of all active and inactive participants | 2012-01-01 | 18,978 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 71 |
Total participants | 2012-01-01 | 19,049 |
Number of participants with account balances | 2012-01-01 | 16,642 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 657 |
2011: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 19,915 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15,560 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 88 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3,320 |
Total of all active and inactive participants | 2011-01-01 | 18,968 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 60 |
Total participants | 2011-01-01 | 19,028 |
Number of participants with account balances | 2011-01-01 | 16,117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 694 |
2009: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 18,786 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16,404 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2,771 |
Total of all active and inactive participants | 2009-01-01 | 19,233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 47 |
Total participants | 2009-01-01 | 19,280 |
Number of participants with account balances | 2009-01-01 | 15,323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 722 |
Measure | Date | Value |
---|---|---|
2023 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $765,219,422 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $182,280,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $180,984,936 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $159,423 |
Value of total corrective distributions | 2023-12-31 | $73,523 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $303,006,281 |
Value of total assets at end of year | 2023-12-31 | $2,940,294,573 |
Value of total assets at beginning of year | 2023-12-31 | $2,357,356,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,062,980 |
Total interest from all sources | 2023-12-31 | $1,404,492 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $28,708,730 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $28,708,730 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $180,393,470 |
Participant contributions at end of year | 2023-12-31 | $28,810,908 |
Participant contributions at beginning of year | 2023-12-31 | $25,831,882 |
Participant contributions at end of year | 2023-12-31 | $322,776 |
Participant contributions at beginning of year | 2023-12-31 | $4,874,472 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $33,471,406 |
Administrative expenses (other) incurred | 2023-12-31 | $6,003 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $582,938,560 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,940,294,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,357,356,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $1,198,890 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,030,635,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,878,835,513 |
Interest on participant loans | 2023-12-31 | $1,404,492 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,876,702,388 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $441,689,899 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $150,437,697 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $281,662,222 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $89,141,405 |
Employer contributions (assets) at end of year | 2023-12-31 | $3,823,363 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $6,124,247 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $180,984,936 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2023-12-31 | 346565596 |
2022 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-214,958,858 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $165,045,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $163,277,487 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $156,501 |
Value of total corrective distributions | 2022-12-31 | $84,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $253,983,316 |
Value of total assets at end of year | 2022-12-31 | $2,357,356,013 |
Value of total assets at beginning of year | 2022-12-31 | $2,737,360,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,526,375 |
Total interest from all sources | 2022-12-31 | $911,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $35,258,462 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $35,258,462 |
Administrative expenses professional fees incurred | 2022-12-31 | $83,449 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $158,472,061 |
Participant contributions at end of year | 2022-12-31 | $25,831,882 |
Participant contributions at beginning of year | 2022-12-31 | $24,951,963 |
Participant contributions at end of year | 2022-12-31 | $4,874,472 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $16,327,910 |
Administrative expenses (other) incurred | 2022-12-31 | $446,754 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-380,004,072 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,357,356,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,737,360,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $996,172 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,878,835,513 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,056,332,318 |
Interest on participant loans | 2022-12-31 | $911,749 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $441,689,899 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,653,655,208 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-396,080,434 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-109,031,951 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $79,183,345 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,124,247 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,420,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $163,277,487 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2022-12-31 | 346565596 |
2021 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $601,699,979 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $158,782,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $156,592,834 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $141,787 |
Value of total corrective distributions | 2021-12-31 | $81,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $235,810,411 |
Value of total assets at end of year | 2021-12-31 | $2,737,360,085 |
Value of total assets at beginning of year | 2021-12-31 | $2,294,442,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,966,453 |
Total interest from all sources | 2021-12-31 | $1,033,218 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $75,017,621 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $75,017,621 |
Administrative expenses professional fees incurred | 2021-12-31 | $164,273 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $138,583,962 |
Participant contributions at end of year | 2021-12-31 | $24,951,963 |
Participant contributions at beginning of year | 2021-12-31 | $23,434,325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $26,883,752 |
Administrative expenses (other) incurred | 2021-12-31 | $808,350 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $442,917,243 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,737,360,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,294,442,842 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $993,830 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,056,332,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $904,712,610 |
Interest on participant loans | 2021-12-31 | $1,033,218 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,653,655,208 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,363,973,113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $94,607,218 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $195,231,511 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $70,342,697 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,420,596 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,322,794 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $156,592,834 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2021-12-31 | 346565596 |
2020 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $42,855,463 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $537,613,107 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $186,677,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $184,504,972 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $188,186 |
Value of total corrective distributions | 2020-12-31 | $29,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $197,633,578 |
Value of total assets at end of year | 2020-12-31 | $2,294,442,842 |
Value of total assets at beginning of year | 2020-12-31 | $1,900,651,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,954,518 |
Total interest from all sources | 2020-12-31 | $1,095,615 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $29,256,598 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $29,256,598 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $119,589,461 |
Participant contributions at end of year | 2020-12-31 | $23,434,325 |
Participant contributions at beginning of year | 2020-12-31 | $25,940,564 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $15,788,170 |
Administrative expenses (other) incurred | 2020-12-31 | $1,187,016 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $350,935,870 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,294,442,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,900,651,509 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $767,502 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $904,712,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $753,974,907 |
Interest on participant loans | 2020-12-31 | $1,095,615 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,363,973,113 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,118,882,558 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $109,936,181 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $199,691,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $62,255,947 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,322,794 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,853,480 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $184,504,972 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $6,470,086 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $526,772,591 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $121,428,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $119,735,785 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $336,161 |
Value of total corrective distributions | 2019-12-31 | $50,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $174,987,795 |
Value of total assets at end of year | 2019-12-31 | $1,900,651,509 |
Value of total assets at beginning of year | 2019-12-31 | $1,488,837,503 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,306,658 |
Total interest from all sources | 2019-12-31 | $1,162,362 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $30,729,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $30,729,532 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $108,157,476 |
Participant contributions at end of year | 2019-12-31 | $25,940,564 |
Participant contributions at beginning of year | 2019-12-31 | $26,155,848 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $14,113,763 |
Administrative expenses (other) incurred | 2019-12-31 | $627,609 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $405,343,920 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,900,651,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,488,837,503 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $679,049 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $753,974,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $604,926,318 |
Interest on participant loans | 2019-12-31 | $1,162,362 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,118,882,558 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $856,159,936 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $135,085,915 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $184,806,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $52,716,556 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,853,480 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,595,401 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $119,735,785 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $181,583 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $60,317,169 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $108,910,572 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $107,123,396 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $200,778 |
Value of total corrective distributions | 2018-12-31 | $28,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $161,721,509 |
Value of total assets at end of year | 2018-12-31 | $1,488,837,503 |
Value of total assets at beginning of year | 2018-12-31 | $1,537,249,323 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,557,523 |
Total interest from all sources | 2018-12-31 | $1,028,406 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $42,690,729 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $42,690,729 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $97,858,980 |
Participant contributions at end of year | 2018-12-31 | $26,155,848 |
Participant contributions at beginning of year | 2018-12-31 | $27,491,110 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $10,488,326 |
Administrative expenses (other) incurred | 2018-12-31 | $1,016,980 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-48,593,403 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,488,837,503 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,537,249,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $540,543 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $604,926,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $647,736,231 |
Interest on participant loans | 2018-12-31 | $1,028,406 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $856,159,936 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $860,577,480 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-85,271,641 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-59,851,834 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $53,374,203 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,595,401 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,444,502 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $107,123,396 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $22,094,242 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $395,380,797 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $97,611,887 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $95,865,394 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $243,195 |
Value of total corrective distributions | 2017-12-31 | $26,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $158,851,108 |
Value of total assets at end of year | 2017-12-31 | $1,537,249,323 |
Value of total assets at beginning of year | 2017-12-31 | $1,217,386,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,476,830 |
Total interest from all sources | 2017-12-31 | $969,731 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $28,155,722 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $28,155,722 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $90,165,108 |
Participant contributions at end of year | 2017-12-31 | $27,491,110 |
Participant contributions at beginning of year | 2017-12-31 | $30,318,597 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $17,976,012 |
Administrative expenses (other) incurred | 2017-12-31 | $1,057,276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $297,768,910 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,537,249,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,217,386,171 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $419,554 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $647,736,231 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $519,258,245 |
Interest on participant loans | 2017-12-31 | $969,731 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $860,577,480 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $666,658,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $85,685,742 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $121,718,494 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $50,709,988 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,444,502 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,150,576 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $95,865,394 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $315,091,810 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $86,810,783 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $85,237,497 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $192,094 |
Value of total corrective distributions | 2016-12-31 | $9,993 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $243,534,941 |
Value of total assets at end of year | 2016-12-31 | $1,217,386,171 |
Value of total assets at beginning of year | 2016-12-31 | $989,105,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,371,199 |
Total interest from all sources | 2016-12-31 | $1,028,694 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $19,475,949 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $19,475,949 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $80,532,539 |
Participant contributions at end of year | 2016-12-31 | $30,318,597 |
Participant contributions at beginning of year | 2016-12-31 | $33,192,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $116,608,087 |
Administrative expenses (other) incurred | 2016-12-31 | $1,066,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $228,281,027 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,217,386,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $989,105,144 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $304,736 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $519,258,245 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $760,758,441 |
Interest on participant loans | 2016-12-31 | $1,028,694 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $666,658,753 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $194,267,952 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $35,851,087 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $15,201,139 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $46,394,315 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,150,576 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $886,497 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $85,237,497 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $127,426,680 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $77,438,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $76,287,004 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $185,651 |
Value of total corrective distributions | 2015-12-31 | $34,121 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $125,617,701 |
Value of total assets at end of year | 2015-12-31 | $989,105,144 |
Value of total assets at beginning of year | 2015-12-31 | $939,116,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $931,428 |
Total interest from all sources | 2015-12-31 | $1,067,908 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $36,105,552 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $36,105,552 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $71,323,697 |
Participant contributions at end of year | 2015-12-31 | $33,192,254 |
Participant contributions at beginning of year | 2015-12-31 | $29,916,067 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $13,332,512 |
Administrative expenses (other) incurred | 2015-12-31 | $599,228 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $49,988,476 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $989,105,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $939,116,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $332,200 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $760,758,441 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $845,161,751 |
Interest on participant loans | 2015-12-31 | $1,067,908 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $194,267,952 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $63,247,823 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-37,651,474 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $2,286,993 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $40,961,492 |
Employer contributions (assets) at end of year | 2015-12-31 | $886,497 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $791,027 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $76,287,004 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $157,499,272 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $72,684,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $71,777,790 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $224,115 |
Value of total corrective distributions | 2014-12-31 | $1,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $95,643,066 |
Value of total assets at end of year | 2014-12-31 | $939,116,668 |
Value of total assets at beginning of year | 2014-12-31 | $854,301,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $680,823 |
Total interest from all sources | 2014-12-31 | $916,973 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $44,972,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $44,972,522 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $62,514,424 |
Participant contributions at end of year | 2014-12-31 | $29,916,067 |
Participant contributions at beginning of year | 2014-12-31 | $26,783,842 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $10,584,865 |
Administrative expenses (other) incurred | 2014-12-31 | $422,646 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $84,814,854 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $939,116,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $854,301,814 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $258,177 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $845,161,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $762,097,266 |
Interest on participant loans | 2014-12-31 | $916,973 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $63,247,823 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $64,738,598 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $15,236,223 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $730,488 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $22,543,777 |
Employer contributions (assets) at end of year | 2014-12-31 | $791,027 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $682,108 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $71,777,790 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $229,474,582 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $69,499,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $68,953,940 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $220,592 |
Value of total corrective distributions | 2013-12-31 | $3,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $82,872,835 |
Value of total assets at end of year | 2013-12-31 | $854,301,814 |
Value of total assets at beginning of year | 2013-12-31 | $694,326,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $321,468 |
Total interest from all sources | 2013-12-31 | $811,362 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $36,803,611 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $36,803,611 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $58,225,196 |
Participant contributions at end of year | 2013-12-31 | $26,783,842 |
Participant contributions at beginning of year | 2013-12-31 | $23,009,988 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $6,565,905 |
Administrative expenses (other) incurred | 2013-12-31 | $119,461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $159,975,214 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $854,301,814 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $694,326,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $202,007 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $762,097,266 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $603,161,621 |
Interest on participant loans | 2013-12-31 | $811,362 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $64,738,598 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $67,546,937 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $109,222,449 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-235,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $18,081,734 |
Employer contributions (assets) at end of year | 2013-12-31 | $682,108 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $608,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $68,953,940 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $159,229,148 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $55,069,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $55,070,592 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $94,822 |
Value of total corrective distributions | 2012-12-31 | $13,249 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $84,164,456 |
Value of total assets at end of year | 2012-12-31 | $694,326,600 |
Value of total assets at beginning of year | 2012-12-31 | $590,167,042 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $-109,073 |
Total interest from all sources | 2012-12-31 | $676,112 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $22,383,829 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $22,383,829 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $57,197,169 |
Participant contributions at end of year | 2012-12-31 | $23,009,988 |
Participant contributions at beginning of year | 2012-12-31 | $19,501,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $6,116,077 |
Administrative expenses (other) incurred | 2012-12-31 | $-243,961 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $104,159,558 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $694,326,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $590,167,042 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $134,888 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $603,161,621 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $504,439,318 |
Interest on participant loans | 2012-12-31 | $676,112 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $67,546,937 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $65,656,277 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $50,905,199 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,099,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $20,851,210 |
Employer contributions (assets) at end of year | 2012-12-31 | $608,054 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $569,587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $55,070,592 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $73,823,262 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $41,728,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $41,445,414 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $139,320 |
Value of total corrective distributions | 2011-12-31 | $1,113 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $82,201,798 |
Value of total assets at end of year | 2011-12-31 | $590,167,042 |
Value of total assets at beginning of year | 2011-12-31 | $558,072,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $142,598 |
Total interest from all sources | 2011-12-31 | $1,510,417 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $16,060,659 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $16,060,659 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $57,283,742 |
Participant contributions at end of year | 2011-12-31 | $19,501,860 |
Participant contributions at beginning of year | 2011-12-31 | $16,612,154 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,771,193 |
Administrative expenses (other) incurred | 2011-12-31 | $56,306 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $32,094,817 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $590,167,042 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $558,072,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $86,292 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $504,439,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $480,422,121 |
Interest on participant loans | 2011-12-31 | $597,499 |
Interest earned on other investments | 2011-12-31 | $912,918 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $65,656,277 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $60,531,908 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-26,947,129 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $997,517 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $21,146,863 |
Employer contributions (assets) at end of year | 2011-12-31 | $569,587 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $506,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $41,445,414 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $137,989,938 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $26,529,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $26,424,811 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $19,195 |
Value of total corrective distributions | 2010-12-31 | $6,766 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $79,103,403 |
Value of total assets at end of year | 2010-12-31 | $558,072,225 |
Value of total assets at beginning of year | 2010-12-31 | $446,612,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $78,979 |
Total interest from all sources | 2010-12-31 | $560,567 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $10,217,211 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $10,217,211 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $55,357,515 |
Participant contributions at end of year | 2010-12-31 | $16,612,154 |
Participant contributions at beginning of year | 2010-12-31 | $13,446,341 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,377,810 |
Administrative expenses (other) incurred | 2010-12-31 | $35,604 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $111,460,187 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $558,072,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $446,612,038 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $43,375 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $480,422,121 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $375,512,724 |
Interest on participant loans | 2010-12-31 | $560,567 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $60,531,908 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $57,257,797 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $45,874,304 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,234,453 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $20,368,078 |
Employer contributions (assets) at end of year | 2010-12-31 | $506,042 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $395,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $26,424,811 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST AND YOUNG, LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |