Form 5500 · Employee benefit plan · HARTFORD, CT
VIRTUS INVESTMENT PARTNERS, INC.
VIRTUS INVESTMENT PARTNERS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3962811 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,465 | December | $6,340 |
| AETNA LIFE INSURANCE COMPANY | Health | 1,732 | December | $0 |
| STANDARD INSURANCE COMPANY | Life, Disability | 783 | December | $0 |
Questions
Who is VIRTUS INVESTMENT PARTNERS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, VIRTUS INVESTMENT PARTNERS, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does VIRTUS INVESTMENT PARTNERS, INC. use?
VIRTUS INVESTMENT PARTNERS, INC.'s benefit plan is written through EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., among 3 disclosed carriers.
When does VIRTUS INVESTMENT PARTNERS, INC.'s group plan renew?
The most recent Schedule A policy period for VIRTUS INVESTMENT PARTNERS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VIRTUS INVESTMENT PARTNERS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.