Virtua 401(K) Savings Plan — Form 5500 plan (Virtua Health)
Plain-English plan 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, Virtua 401(K) Savings Plan is a benefit plan reported by Virtua Health under EIN 22-3524939 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,547 participants and $990,383,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virtua Health
- EIN
- 22-3524939
- Plan number
- 002
- Plan type
- 2
- Location
- Marlton, NJ
- Latest filing year
- 2023
- Participants
- 14,547
- End-of-year plan assets
- $990,383,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,547 | H, C | 20240918210018NAL0004924241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $990,383,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $990,383,230
- Net assets (BOY)
- $829,865,302
Income & contributions
- Employer contributions
- $32,284,445
- Participant contributions
- $65,651,005
- Total contributions
- $106,742,245
- Total income / additions
- $213,047,282
Expenses & distributions
- Benefits paid
- $53,775,695
- Administrative expenses
- $761,269
- Total expenses
- $55,624,305
- Net increase / (decrease)
- $157,422,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $592,082 | $0 | 2023 |
| Morgan Stanley Global Banking | INVESTMENT ADVISOR | $85,000 | not reported in the loaded dataset | 2023 |
| Maillie Llp | AUDITOR | $55,200 | not reported in the loaded dataset | 2023 |
| Ballard Spahr, Llp | ATTORNEY | $24,926 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Virtua Health
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Marlton, NJ
- Lincoln National Corporation — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Maillie Llp — Schedule C compensation
- Ballard Spahr, Llp — Schedule C compensation