Form 5500 · Employee benefit plan · HARTFORD, CT
VIRTUS INVESTMENT PARTNERS, INC.
VIRTUS INVESTMENT PARTNERS, INC. of HARTFORD, CT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY 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 Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 1,732 people.
Reported premium across the insured contracts is $15,827,350, with $6,340 in disclosed broker commissions — about 0% 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.
LOCKTON COMPANIES, LLC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing — AETNA LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY and EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. — with AETNA LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,465 | December | $90,210 | $6,340 |
| AETNA LIFE INSURANCE COMPANY | Health | 1,732 | December | $14,943,530 | $0 |
| STANDARD INSURANCE COMPANY | Life, Disability | 783 | December | $793,610 | $0 |
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