Inova Health System Foundation
Overview
Inova Health System Foundation sponsors a self-funded health plan that covered 26,240 participants in plan year 2025, up 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 26,240 · prior year 25,332
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Inova Health System Health and Welfare Benefits Plan, plan 506 (26,240 participants)
- Broker compensation
- $1.9M across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Hartford Life and Accident | Life, Long-term disability, Accidental Death and Dismemberment | 26,240 | $12.1M | $718K |
| Aetna Life Insurance Company | Medical, Prescription drug, PPO, Dental, Accident, Critical Illness, Hospital Ind | 18,236 | $6.4M | $970K |
| Vision Service Plan | Vision | 17,040 | $2.6M | $131K |
| Inova Health System | Employee Assistance Program | 26,190 | $749K | — |
| John Hancock Life Insurance Company | Life | 245 | $577K | — |
| Metropolitan General Insurance Company | Legal | 2,546 | $498K | $64K |
| Life Insurance Company of North America | Business Travel Accident | 26,240 | $12K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 26,240 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Inova Health System Foundation
- Sponsor EIN
- 54-1071867
- Plan number
- 506
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 54-1071867 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Inova Health System Retirement Savings Plan
- Type
- 401(k) plan
- Participants
- 31,904
About this data
Source: Inova Health System Foundation's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Inova Health System Foundation.