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  1. Companies/
  2. VIRTUA HEALTH, INC
Sponsor portfolioTH

VIRTUA HEALTH, INC

EIN 22-3524939-Latest filing 2025
Plans
3
Retirement
2
$1.28B assets
Welfare
1
$21.0M premiums
Participants
35,788
303 LIPPINCOTT DRIVE, 4TH FLOOR - MARLTON, NJ 08053856-761-3879virtuahealth.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$1.18B - 17,106 part#001CashBalance-$103.5M - 2,526 part#501Fully Insured-$21.0M - 16,092 lives

Retirement portfolio analytics

2 plans aggregated / $1.28B assets / 19,632 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • VIRTUA 401(K) Savings (#002)92%
  • PENSION EQUITY PLAN (#001)8%
Total $1.28BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VIRTUA 401(K) Savings (#002)17,106
  • PENSION EQUITY PLAN (#001)2,526
Total 19,632Click row to drill in

Benefits portfolio analytics

1 plan / $21.0M premiums / 16,092 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$8.5M
  • Long-term disability$5.4M
  • Other$4.3M
  • Vision$1.5M
  • Life$1.2M
  • Health$292K
  • +1 more
Total $21.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY51%
  • HORIZON HEALTHCARE SERVICES, INC.40%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • CAREBRIDGE CORPORATION1%
Total $21.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $996K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VIRTUA 401(K) SAVINGS PLAN

401k

Assets$1.18B
Participants17,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VIRTUA PENSION EQUITY PLAN

CashBalance

Assets$103.5M
Participants2,526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIRTUA HEALTH, INC. HEALTH & WELFARE PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$21.0M
Covered lives16,092
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VIRTUA 401(K) SAVINGS PLAN401k$1.18B17,1062024
001VIRTUA PENSION EQUITY PLANCashBalance$103.5M2,5262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIRTUA HEALTH, INC. HEALTH & WELFARE PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$21.0M16,0922025
Retirement plans
Welfare plans
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