2023 Form 5500 filing — Virtus Corporation Inc. A Delaware Corporation
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 20241015122957NAL0028424225001) for Virtus Corporation Inc. A Delaware Corporation, reported by Virtus Corporation Inc. under EIN 26-1806994 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122957NAL0028424225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virtus Corporation Inc.
- EIN
- 26-1806994
- Plan number
- 001
- Location
- Duncansville, PA
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $557,124
- Net assets (EOY)
- $557,124
- Employer contributions
- $645,057
- Participant contributions
- $872,153
- Total income / additions
- $3,807,659
- Benefits paid
- $30,099,718
- Administrative expenses
- $11,775
- Total expenses
- $30,121,154
- Net increase / (decrease)
- -$26,313,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Associates | SERVICE PROVIDER | $0 | $28,181 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,048 | $0 |
| Gyf | SERVICE PROVIDER | $5,727 | $0 |