Civic Intelligence

PHOENIX INVESTMENT PARTNERS, LTD.

Plan context: Virtus Investment Partners Inc. Savings and Investment Plan

EIN 95-4191764 • Hartford, CT • 19 filings • 4 plans

100 Pearl StreetHartford, CT 06103
Current Snapshot

Latest Year

2024

2024 Participants

750

2024 Assets

$330,068,353

2024 Contributions

$28,877,648

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$330,068,353$165,034,177$0199920172024YearValue
$330,068,353Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

7713860199920172024YearValue
750Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241750$330,068,353$28,877,648$38,504iApproximate average salary by contribution assumption: employee only about $962,588 at 4% or $641,726 at 6%; with 50% employer match about $641,726 at 4% or $427,817 at 6%; with 100% employer match about $481,294 at 4% or $320,863 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-750$330,068,353$28,877,648$38,504iApproximate average salary by contribution assumption: employee only about $962,588 at 4% or $641,726 at 6%; with 50% employer match about $641,726 at 4% or $427,817 at 6%; with 100% employer match about $481,294 at 4% or $320,863 at 6%.
20231771$276,888,093$30,079,340$39,013iApproximate average salary by contribution assumption: employee only about $975,335 at 4% or $650,224 at 6%; with 50% employer match about $650,224 at 4% or $433,482 at 6%; with 100% employer match about $487,668 at 4% or $325,112 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-771$276,888,093$30,079,340$39,013iApproximate average salary by contribution assumption: employee only about $975,335 at 4% or $650,224 at 6%; with 50% employer match about $650,224 at 4% or $433,482 at 6%; with 100% employer match about $487,668 at 4% or $325,112 at 6%.
20221718$215,867,887$39,725,730$55,328iApproximate average salary by contribution assumption: employee only about $1,383,208 at 4% or $922,139 at 6%; with 50% employer match about $922,139 at 4% or $614,759 at 6%; with 100% employer match about $691,604 at 4% or $461,069 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-718$215,867,887$39,725,730$55,328iApproximate average salary by contribution assumption: employee only about $1,383,208 at 4% or $922,139 at 6%; with 50% employer match about $922,139 at 4% or $614,759 at 6%; with 100% employer match about $691,604 at 4% or $461,069 at 6%.
20211624$243,130,726$19,491,504$31,236iApproximate average salary by contribution assumption: employee only about $780,910 at 4% or $520,606 at 6%; with 50% employer match about $520,606 at 4% or $347,071 at 6%; with 100% employer match about $390,455 at 4% or $260,303 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-624$243,130,726$19,491,504$31,236iApproximate average salary by contribution assumption: employee only about $780,910 at 4% or $520,606 at 6%; with 50% employer match about $520,606 at 4% or $347,071 at 6%; with 100% employer match about $390,455 at 4% or $260,303 at 6%.
20201533$202,293,871$17,574,700$32,973iApproximate average salary by contribution assumption: employee only about $824,329 at 4% or $549,553 at 6%; with 50% employer match about $549,553 at 4% or $366,369 at 6%; with 100% employer match about $412,165 at 4% or $274,776 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-533$202,293,871$17,574,700$32,973iApproximate average salary by contribution assumption: employee only about $824,329 at 4% or $549,553 at 6%; with 50% employer match about $549,553 at 4% or $366,369 at 6%; with 100% employer match about $412,165 at 4% or $274,776 at 6%.
20191529$156,550,972$16,810,402$31,778iApproximate average salary by contribution assumption: employee only about $794,442 at 4% or $529,628 at 6%; with 50% employer match about $529,628 at 4% or $353,086 at 6%; with 100% employer match about $397,221 at 4% or $264,814 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-529$156,550,972$16,810,402$31,778iApproximate average salary by contribution assumption: employee only about $794,442 at 4% or $529,628 at 6%; with 50% employer match about $529,628 at 4% or $353,086 at 6%; with 100% employer match about $397,221 at 4% or $264,814 at 6%.
20181548$121,420,200$16,503,037$30,115iApproximate average salary by contribution assumption: employee only about $752,876 at 4% or $501,917 at 6%; with 50% employer match about $501,917 at 4% or $334,611 at 6%; with 100% employer match about $376,438 at 4% or $250,959 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-548$121,420,200$16,503,037$30,115iApproximate average salary by contribution assumption: employee only about $752,876 at 4% or $501,917 at 6%; with 50% employer match about $501,917 at 4% or $334,611 at 6%; with 100% employer match about $376,438 at 4% or $250,959 at 6%.
20171543$119,856,950$17,289,401$31,841iApproximate average salary by contribution assumption: employee only about $796,013 at 4% or $530,675 at 6%; with 50% employer match about $530,675 at 4% or $353,784 at 6%; with 100% employer match about $398,006 at 4% or $265,338 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-543$119,856,950$17,289,401$31,841iApproximate average salary by contribution assumption: employee only about $796,013 at 4% or $530,675 at 6%; with 50% employer match about $530,675 at 4% or $353,784 at 6%; with 100% employer match about $398,006 at 4% or $265,338 at 6%.
20161407$90,808,856$8,220,980$20,199iApproximate average salary by contribution assumption: employee only about $504,974 at 4% or $336,649 at 6%; with 50% employer match about $336,649 at 4% or $224,433 at 6%; with 100% employer match about $252,487 at 4% or $168,325 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-407$90,808,856$8,220,980$20,199iApproximate average salary by contribution assumption: employee only about $504,974 at 4% or $336,649 at 6%; with 50% employer match about $336,649 at 4% or $224,433 at 6%; with 100% employer match about $252,487 at 4% or $168,325 at 6%.
20151427$83,288,781$8,896,501$20,835iApproximate average salary by contribution assumption: employee only about $520,872 at 4% or $347,248 at 6%; with 50% employer match about $347,248 at 4% or $231,499 at 6%; with 100% employer match about $260,436 at 4% or $173,624 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-427$83,288,781$8,896,501$20,835iApproximate average salary by contribution assumption: employee only about $520,872 at 4% or $347,248 at 6%; with 50% employer match about $347,248 at 4% or $231,499 at 6%; with 100% employer match about $260,436 at 4% or $173,624 at 6%.
20141409$78,505,227$8,595,446$21,016iApproximate average salary by contribution assumption: employee only about $525,394 at 4% or $350,263 at 6%; with 50% employer match about $350,263 at 4% or $233,508 at 6%; with 100% employer match about $262,697 at 4% or $175,131 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-409$78,505,227$8,595,446$21,016iApproximate average salary by contribution assumption: employee only about $525,394 at 4% or $350,263 at 6%; with 50% employer match about $350,263 at 4% or $233,508 at 6%; with 100% employer match about $262,697 at 4% or $175,131 at 6%.
20131375$67,336,793$8,400,034$22,400iApproximate average salary by contribution assumption: employee only about $560,002 at 4% or $373,335 at 6%; with 50% employer match about $373,335 at 4% or $248,890 at 6%; with 100% employer match about $280,001 at 4% or $186,667 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-375$67,336,793$8,400,034$22,400iApproximate average salary by contribution assumption: employee only about $560,002 at 4% or $373,335 at 6%; with 50% employer match about $373,335 at 4% or $248,890 at 6%; with 100% employer match about $280,001 at 4% or $186,667 at 6%.
20121337$51,759,382$6,965,563$20,669iApproximate average salary by contribution assumption: employee only about $516,733 at 4% or $344,489 at 6%; with 50% employer match about $344,489 at 4% or $229,659 at 6%; with 100% employer match about $258,367 at 4% or $172,244 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-337$51,759,382$6,965,563$20,669iApproximate average salary by contribution assumption: employee only about $516,733 at 4% or $344,489 at 6%; with 50% employer match about $344,489 at 4% or $229,659 at 6%; with 100% employer match about $258,367 at 4% or $172,244 at 6%.
20111302$42,469,806$6,161,629$20,403iApproximate average salary by contribution assumption: employee only about $510,069 at 4% or $340,046 at 6%; with 50% employer match about $340,046 at 4% or $226,697 at 6%; with 100% employer match about $255,034 at 4% or $170,023 at 6%.
Virtus Investment Partners Inc. Savings and Investment Plan-302$42,469,806$6,161,629$20,403iApproximate average salary by contribution assumption: employee only about $510,069 at 4% or $340,046 at 6%; with 50% employer match about $340,046 at 4% or $226,697 at 6%; with 100% employer match about $255,034 at 4% or $170,023 at 6%.
200110$0$0-
Phoenix Investment Partners Ltd. Profit Sharing Plan and Trust-0---
20002512$2,473,572$81,898$160iApproximate average salary by contribution assumption: employee only about $3,999 at 4% or $2,666 at 6%; with 50% employer match about $2,666 at 4% or $1,777 at 6%; with 100% employer match about $1,999 at 4% or $1,333 at 6%.
Phoenix Investment Partners Ltd. Profit Sharing Plan and Trust-112$2,473,572$81,898$731iApproximate average salary by contribution assumption: employee only about $18,281 at 4% or $12,187 at 6%; with 50% employer match about $12,187 at 4% or $8,125 at 6%; with 100% employer match about $9,140 at 4% or $6,094 at 6%.
Phoenix Investment Partners Ltd. Welfare Benefit Plan-512---
19992508$3,017,289$1,777,695$3,499iApproximate average salary by contribution assumption: employee only about $87,485 at 4% or $58,323 at 6%; with 50% employer match about $58,323 at 4% or $38,882 at 6%; with 100% employer match about $43,742 at 4% or $29,162 at 6%.
Phoenix Investment Partners Ltd. Profit Sharing Plan and Trust-193$3,017,289$1,777,695$9,211iApproximate average salary by contribution assumption: employee only about $230,271 at 4% or $153,514 at 6%; with 50% employer match about $153,514 at 4% or $102,343 at 6%; with 100% employer match about $115,136 at 4% or $76,757 at 6%.
Phoenix Investment Partners Ltd. Welfare Benefit Plan-508---