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Sponsor portfolioWelfare / HealthEIN 26-3962811

VIRTUS INVESTMENT PARTNERS, INC.

ONE FINANCIAL PLAZA · HARTFORD, CT 06103
8602634707
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$15.8M
No prior year
Persons covered
1,732
No prior year
Total participants
807
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$15.8M
VIRTUS INVESTMENT PARTNERS WELFARE BENEFIT PLAN
Mixed1,732 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$14.9M46.2%
Prescription drug$14.9M46.2%
Life$794K2.5%
Long-term disability$794K2.5%
Other$794K2.5%
Vision$90K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRx
$14.9M94.4%111,732
STANDARD INSURANCE COMPANY
EIN 930242990
LLTDOth
$794K5.0%11783
EYEMED VISION CARE
EIN 430949844
V
$90K0.6%111,465

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCBOSTON, MAAETNA LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$6K$48K$55K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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