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 Investment Partners, Inc. Savings And Investment Plan is a benefit plan reported by Virtus Investment Partners, Inc. under EIN 95-4191764 and plan number 001. The latest loaded filing year is 2023. The filing reports 875 participants and $276,888,093 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $276,888,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $276,888,093
- Net assets (BOY)
- $215,867,887
Income & contributions
- Employer contributions
- $8,325,203
- Participant contributions
- $15,070,674
- Total contributions
- $30,079,340
- Total income / additions
- $72,875,394
Expenses & distributions
- Benefits paid
- $11,781,520
- Administrative expenses
- $70,707
- Total expenses
- $11,855,188
- Net increase / (decrease)
- $61,020,206