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Sponsor portfolio

VIRTUOUS MANAGEMENT GROUP, INC.

EIN 81-2001492-real estate-Latest filing 2025
Plans
2
Retirement
1
$820K assets
Welfare
1
$1.3M premiums
Participants
504
500 GRAND BLVD STE 220 - MIRAMAR BEACH, FL 325501410850-610-8222virtuousmg.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$820K - 180 part#501Fully Insured-$1.3M - 155 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$222K
  • Vision$222K
  • Life$222K
  • Short-term disability$222K
  • Other$222K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • AETNA LIFE INSURANCE COMPANY83%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FOUNDATION RISK PARTNERS CORP100%
Total $126K1 slice

Plan deep-dives

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

VIRTUOUS MGMT GROUPMY VACATION HAVEN 401K

401k

Assets$820K
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIRTUOUS MANAGEMENT GROUP, LLC

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.3M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VIRTUOUS MGMT GROUPMY VACATION HAVEN 401K401k$820K1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIRTUOUS MANAGEMENT GROUP, LLCFully InsuredAETNA LIFE INSURANCE CO.$1.3M1552025
Retirement plans
Welfare plans
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