Virtua Pension Equity Plan
Corporate pension, based in Marlton, New Jersey, reporting $103M in assets, for 2,655 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Agilis Partners no longer appears on Virtua Pension Equity Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
32 more commitments and 5 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Russell Equity II Fund3 commitments
- Long Duration Fixed Income Fund3 commitments
- Russell 8-Year Ldi Fixed Income Fd3 commitments
- Frank Russell Company24 commitments
- Russell Trust Company11 commitments
Relationship network
35 connected entities35 observed commitments14 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Common/collective trusts 85.3%
Consultants and advisers
- Agilis Partners LLC Pension consultantthrough Dec 31, 2023 Form 5500
- MPS Communications General consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Frank Russell Company24 rows, latest Dec 31, 2023
- Russell Trust Company11 rows, latest Dec 31, 2024
- Russell Trust Companyplan years 2022
- Frank Russell Companyplan years
What changed
- Dec 31, 2024Holding endedinferenceVirtua Pension Equity Plan no longer reports Russell Enhanced Index US Eqty Fund (Russell Trust Company) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedVirtua Pension Equity Plan first reports an interest in Russell 1000 Index Fund-Series I (Russell Trust Company): $12M at 2024-12-31with Russell Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceVirtua Pension Equity Plan no longer reports Ritc Russ Inv Russ 1000 Ind Fd Sr I (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Ritc Russ Inv Russ 1000 Ind Fd Sr Iaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAgilis Partners no longer appears on Virtua Pension Equity Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Agilis Partners LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedVirtua Pension Equity Plan funded ratio 85.9% -> 80.0% (2023-01-01 to 2024-01-01)
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Russell Equity II Fundcollective trust | Russell Trust Company | Public equity | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Long Duration Fixed Income Fundcollective trust | Russell Trust Company | Fixed income | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 8-Year Ldi Fixed Income Fdcollective trust | Russell Trust Company | Fixed income | $5.2M held | Disclosed holding | askebsa.dol.gov |
+32 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,655 | $95.3M | $114M | 80.0% | $103M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,734 | $167M | $198M | 85.9% | $96.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,932 | $233M | $200M | 106.1% | $167M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 17 50 70 $379,686 PY2024
- Russell Investments Trust Company codes 14 28 50 51 $185,282 PY2024
- Maillie LLP codes 10 50 $32,050 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Virtua Pension Equity Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+7 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
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