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Sponsor portfolio

VIRTUAL INCORPORATED

EIN 04-3481758-management consulting-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$2.2M premiums
Participants
394
401 EDGEWATER PLACE, SUITE 600 - WAKEFIELD, MA 01880781-246-0500virtualmgmt.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$12.7M - 250 part#501Mixed-$2.2M - 251 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Other$73K
  • Life$70K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • BROWN & BROWN INSURANCE SERVICES89%
  • GALLAGHER BENEFIT SERVICES, INC.11%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS0%
Total $67K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VIRTUAL INCORPORATED 401(K) PLAN

401k

Assets$12.7M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIRTUAL INCORPORATED

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.2M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VIRTUAL INCORPORATED 401(K) PLAN401k$12.7M2502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIRTUAL INCORPORATEDMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.2M2512025
Retirement plans
Welfare plans
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