Virtus Corporation Inc. A Delaware Corporation — Form 5500 plan (Virtus Corporation Inc.)
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, Virtus Corporation Inc. A Delaware Corporation is a benefit plan reported by Virtus Corporation Inc. under EIN 26-1806994 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $557,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virtus Corporation Inc.
- EIN
- 26-1806994
- Plan number
- 001
- Plan type
- 2
- Location
- Duncansville, PA
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $557,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241015122957NAL0028424225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $557,124
- Net assets (EOY)
- $557,124
- Net assets (BOY)
- $26,870,619
Income & contributions
- Employer contributions
- $645,057
- Participant contributions
- $872,153
- Total contributions
- $1,517,210
- Total income / additions
- $3,807,659
Expenses & distributions
- Benefits paid
- $30,099,718
- Administrative expenses
- $11,775
- Total expenses
- $30,121,154
- Net increase / (decrease)
- -$26,313,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Associates | SERVICE PROVIDER | $0 | $28,181 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,048 | $0 | 2023 |
| Gyf | SERVICE PROVIDER | $5,727 | $0 | 2023 |