Form 5500 · Employee benefit plan · MARLTON, NJ
VIRTUA HEALTH, INC
Public Form 5500 records show how VIRTUA HEALTH, INC of MARLTON, NJ, a health care and social assistance employer, structures its employee benefits. Its broker of record is KELLY & ASSOCIATES INSURANCE GROUP. Coverage is written through HORIZON HEALTHCARE SERVICES, INC. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-3524939 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with HORIZON HEALTHCARE SERVICES, INC., covers 10,524 people.
Reported premium across the insured contracts is $21,008,444, with $996,211 in disclosed broker commissions — about 4.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
KELLY & ASSOCIATES INSURANCE GROUP is the broker of record on 10 of the 11 contracts; the rest name a different broker or none.
6 carriers appear on the filing — HORIZON HEALTHCARE SERVICES, INC., RELIANCE STANDARD LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE GROUP and FIDELITY SECURITY LIFE INSURANCE COMPANY among them — with HORIZON HEALTHCARE SERVICES, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 11,498 | December | $5,431,385 | $325,885 |
| HORIZON HEALTHCARE SERVICES, INC. | Dental | 10,524 | December | $8,502,256 | $170,046 |
| RELIANCE STANDARD LIFE INSURANCE GROUP | — | 4,561 | December | $2,785,993 | $167,159 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 1,213 | December | $388,182 | $77,636 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 9,496 | December | $1,495,724 | $74,786 |
| RELIANCE STANDARD LIFE INSRUANCE COMPANY | Life | 13,491 | December | $1,173,685 | $70,421 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 2,021 | December | $280,259 | $56,051 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 1,341 | December | $331,712 | $38,146 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 13,491 | December | $192,177 | $11,530 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 193 | December | $135,193 | $4,551 |
| CAREBRIDGE CORPORATION | Health | 16,092 | December | $291,878 | $0 |
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