Plan Snapshot
- Plan Sponsor: Virtua Health
- Sponsor EIN: 223524939
- Sponsor Address: 303 LIPPINCOTT DRIVE, MARLTON, NJ, 08053
- Plan Type: DB
- Total Participants: 891
- Total Assets: $103.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 891 | $103.5M | $14.0M | $0 |
| 2023 | 971 | $96.7M | $8.0M | $0 |
| 2022 | 1,065 | $167.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $379,686 | — | $379,686 |
| RUSSELL INVESTMENTS TRUST COMPANY | NONE | $185,282 | — | $185,282 |
| MAILLIE LLP | NONE | $32,050 | — | $32,050 |
| MPS COMMUNICATIONS | NONE | $11,336 | — | $11,336 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- RUSSELL INVESTMENTS TRUST COMPANY — NONE
- MAILLIE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $608,354
- Estimated Expense Ratio: 0.588% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,833,179 | $175,352 | — | $32,050 | — |
| 2023 | $3,048,228 | $267,112 | — | $14,700 | — |
| 2022 | $2,473,211 | $388,730 | — | — | $418,543 |