Plan Ledger DOL Form 5500 · updated monthly

Inova Health System Foundationbenefits

Inova Health System Health and Welfare Benefits Plan · FAIRFAX, VA · plan year 2025

Broker compensation reported · 2025
$1,885,521

Inova Health System Foundation's benefits plans covered 26,240 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $1,885,521 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $72 per covered person, below the median for employer plans that report broker pay. Broker pay fell 6.7% from $2,020,859 in 2024.

Insurance contracts · 202510
VISION SERVICE PLAN · visionpremiums n/a · 17,040 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 23,456 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 2,546 covered
JOHN HANCOCK LIFE INSURANCE COMPANY · lifepremiums n/a · 245 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 26,240 covered
INOVA HEALTH SYSTEMpremiums n/a · 26,190 covered
AETNA LIFE INSURANCE COMPANY · dentalpremiums n/a · 6,994 covered
AETNA LIFE INSURANCE COMPANYpremiums n/a · 18,236 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 26,240 covered
AETNA LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 112 covered
Brokers & agents paid · 20255
BSWIFT$194,615
MERCER HUMAN RESOURCE CONSULTING$155,198 · incl $155,198 fees
MERCER HEALTH AND BENEFITS, LLC$683,573 · incl $103 fees
MERCER HEALTH AND BENEFITS ADMIN$818,433 · incl $9,705 fees
MERCER HEALTH AND BENEFIT, LLC$33,702 · incl $33,702 fees
Also brokered by Bswift5
Caterpillar Inc. TX$207,082

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 541071867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.