2023 Form 5500 filing — Virtua Pension Equity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011102539NAL0012369011001) for Virtua Pension Equity Plan, reported by Virtua Health under EIN 22-3524939 and plan number 001. It reports 4,734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102539NAL0012369011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virtua Health
- EIN
- 22-3524939
- Plan number
- 001
- Location
- Marlton, NJ
- Participants
- 4,734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,742,077
- Total liabilities (EOY)
- $119,476
- Net assets (EOY)
- $96,622,601
- Employer contributions
- $8,000,000
- Total income / additions
- $18,197,772
- Benefits paid
- $85,346,626
- Administrative expenses
- $3,048,228
- Total expenses
- $88,394,854
- Net increase / (decrease)
- -$70,197,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $552,510 | not reported in the loaded dataset |
| Frank Russell Trust Company | NONE | $311,384 | not reported in the loaded dataset |
| Mps Communications | NONE | $67,721 | not reported in the loaded dataset |
| Ballard Spahr Llp | NONE | $23,065 | not reported in the loaded dataset |
| Maillie Llp | NONE | $14,700 | not reported in the loaded dataset |
| Agilis Partners | NONE | $12,000 | not reported in the loaded dataset |