Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VIRTUA HEALTH
EIN 22-3524939Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$1.28B assets
Welfare
1
$18.4M premiums
Participants
31,427
303 LIPPINCOTT DRIVE, 4TH FLOOR - MARLTON, NJ 08053856-761-3900virtuahealth.comLinkedIn1-10 employees
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.28B assets / 19,632 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $18.4M premiums / 15,001 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$7.7M
- Long-term disability$4.9M
- Other$3.3M
- Vision$1.4M
- Life$1.0M
- Health$208K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
50%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY50%
- HORIZON HEALTHCARE SERVICES, INC.42%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
- CAREBRIDGE CORPORATION1%
Broker market share
Schedule A broker compensation
100%top
- KELLY & ASSOCIATES INSURANCE GROUP100%
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$18.4M
Covered lives15,001
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VIRTUA 401(K) SAVINGS PLAN | 401k | $1.18B | 17,106 | 2024 | |
| 001 | VIRTUA PENSION EQUITY PLAN | CashBalance | $103.5M | 2,526 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VIRTUA HEALTH, INC. HEALTH & WELFARE PLAN | Fully Insured | HORIZON HEALTHCARE SERVICES, INC. | $18.4M | 15,001 | 2024 |
Retirement plans
Welfare plans