| Entity Name: | VIRTUS PARTNERS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 19 Oct 1995 (Companies founded in October 1995) |
| Business ALEI: | 0523964 |
| Annual report due: | 19 Oct 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, 06103, United States |
| Mailing address: | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, United States, 06103 |
| ZIP code: | 06103 (Companies in Hartford, 06103) |
| County: | Hartford |
| Place of Formation: | DELAWARE |
| E-Mail: | leann.morse@virtus.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | 2011 | 954191764 | 2012-10-11 | VIRTUS PARTNERS, INC. | 316 | |||||||||||||||||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 954191764 |
| Plan administrator’s name | VIRTUS PARTNERS, INC. |
| Plan administrator’s address | 100 PEARL STREET, HARTFORD, CT, 06103 |
| Administrator’s telephone number | 8602634840 |
Number of participants as of the end of the plan year
| Active participants | 302 |
| Retired or separated participants receiving benefits | 1 |
| Other retired or separated participants entitled to future benefits | 61 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 352 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 0 |
Signature of
| Role | Plan administrator |
| Date | 2012-10-11 |
| Name of individual signing | MARK HOLLERTZ |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Jennifer Fromm | Officer | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, 06103, United States | ONE FINANCIAL PLAZA 26TH FLOOR, HARTFORD, CT, 06103, United States |
| GEORGE R. AYLWARD | Officer | ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD, CT, 06103, United States | ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD, CT, 06103, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | VIRTUS INVESTMENT PARTNERS, INC. | VIRTUS PARTNERS, INC. | 2008-12-03 |
| Name change | PHOENIX INVESTMENT PARTNERS, LTD. | VIRTUS INVESTMENT PARTNERS, INC. | 2008-12-03 |
| Name change | PHOENIX DUFF & PHELPS CORPORATION | PHOENIX INVESTMENT PARTNERS, LTD. | 1998-06-01 |
| Name change | DUFF & PHELPS CORPORATION | PHOENIX DUFF & PHELPS CORPORATION | 1995-11-01 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012293852 | 2024-10-21 | No data | Annual Report | Annual Report | No data |
| BF-0011257195 | 2023-10-09 | No data | Annual Report | Annual Report | No data |
| BF-0010310425 | 2022-10-13 | No data | Annual Report | Annual Report | 2022 |
| BF-0010471045 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0009819949 | 2021-10-19 | No data | Annual Report | Annual Report | No data |
| 0007004600 | 2020-10-19 | No data | Annual Report | Annual Report | 2020 |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006663943 | 2019-10-21 | No data | Annual Report | Annual Report | 2019 |
| 0006261163 | 2018-10-18 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
