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Original filing (PDF)20251010133407NAL0004659379001
VIRTUA HEALTH
Form 5500
FILING_RECEIVED
VIRTUA PENSION EQUITY PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
891
Accounts w/ balance
—
Plan assets (EOY)
$103.5M
Net assets (EOY)
$103.4M
How this plan invests
This plan
11 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "$ (g) Cost ofAsset" is 100% of plan.
- 59 bps in Schedule C fees — 488% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRTUA HEALTH.
Plan sponsor
Name
VIRTUA HEALTH
EIN
22-3524939
Address
303 LIPPINCOTT DRIVE · 4TH FLOOR · MARLTON, NJ · 08053
Phone
(856) 761-3900
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $380K | — |
| RUSSELL INVESTMENTS TRUST COMPANY | 91-1116938 | — | NONE | $185K | — |
| MAILLIE LLP | 23-1518888 | — | NONE | $32K | — |
| MPS COMMUNICATIONS | — | NORRISTOWN, PA | NONE | $11K | — |
Investments
1 direct security · 11 pooled funds· $93.0M(90% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$88.2M
11 holdings
Uncategorized
$4.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RUSSELL ALL INTERNATIONAL MKTS FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 020 | Common Collective Trust | — | — | $18.3M | 17.7% | |
| RUSSELL 14 YR LDI FIXED RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 008 | Common Collective Trust | — | — | $13.9M | 13.5% | |
| RUSSELL INV RUSS 1000 IND FD SR I RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 033 | Common Collective Trust | — | — | $12.0M | 11.6% | |
| RUSSELL LONG DUR FIXED INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 003 | Common Collective Trust | — | — | $8.6M | 8.3% | |
| RUSSELL LG CAP DEF EQUITY FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 032 | Common Collective Trust | — | — | $7.8M | 7.5% | |
| 15-20 YEAR STRIPS FIXED INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 011 | Common Collective Trust | — | — | $6.8M | 6.6% | |
| RUSSELL 8 YR LDI FIXED RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 005 | Common Collective Trust | — | — | $5.2M | 5.0% | |
| $ (g) Cost ofAsset | — | — | — | $4.8M | 4.6% | |
| RUSSELL REAL ESTATE EQUITY FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 008 | Common Collective Trust | — | — | $4.5M | 4.4% | |
| RUSSELL EQUITY II FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | — | — | $4.3M | 4.1% | |
| 10-15 YEAR STRIPS FIXED INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 010 | Common Collective Trust | — | — | $3.4M | 3.3% | |
| 25+ YEAR STRIPS FIXED INC FD RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.2% |
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