Virtua Pension Equity 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 Pension Equity Plan is a benefit plan reported by Virtua Health under EIN 22-3524939 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,734 participants and $96,742,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virtua Health
- EIN
- 22-3524939
- Plan number
- 001
- Plan type
- 2
- Location
- Marlton, NJ
- Latest filing year
- 2023
- Participants
- 4,734
- End-of-year plan assets
- $96,742,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,734 | H, C | 20241011102539NAL0012369011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,742,077
- Total liabilities (EOY)
- $119,476
- Net assets (EOY)
- $96,622,601
- Net assets (BOY)
- $166,819,683
Income & contributions
- Employer contributions
- $8,000,000
- Total contributions
- $8,000,000
- Total income / additions
- $18,197,772
Expenses & distributions
- Benefits paid
- $85,346,626
- Administrative expenses
- $3,048,228
- Total expenses
- $88,394,854
- Net increase / (decrease)
- -$70,197,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $552,510 | not reported in the loaded dataset | 2023 |
| Frank Russell Trust Company | NONE | $311,384 | not reported in the loaded dataset | 2023 |
| Mps Communications | NONE | $67,721 | not reported in the loaded dataset | 2023 |
| Ballard Spahr Llp | NONE | $23,065 | not reported in the loaded dataset | 2023 |
| Maillie Llp | NONE | $14,700 | not reported in the loaded dataset | 2023 |
| Agilis Partners | NONE | $12,000 | 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
- Willis Towers Watson Us LLC — Schedule C compensation
- Frank Russell Trust Company — Schedule C compensation
- Mps Communications — Schedule C compensation
- Ballard Spahr Llp — Schedule C compensation
- Maillie Llp — Schedule C compensation
- Agilis Partners — Schedule C compensation