Vita Plus Joint Foundation

Vita Plus Joint Foundation at a glance

Key data in brief

The Vita Plus Joint Foundation was founded as a management retirement fund in 1961. With the pension planning solutions from the Vita Plus Joint Foundation, you can define a catalog of benefits tailored to suit your employees, which can be managed separately from the BVG basic provision. The employees benefit from the guaranteed interest earned on their pension savings, as well as from the attractive interest and risk surpluses. The security of the pension capital has top priority. It is for this reason that the pension funds’ assets are 100% protected by the financially strong and diversified insurer –  Zurich Life Insurance Company Ltd – (capital guarantee thanks to restricted assets that are regularly checked by the Swiss Financial Market Supervisory Authority FINMA). Furthermore, Zurich guarantees the interest earned on the pension savings at an interest rate which is set annually (interest guarantee). Your pension fund benefits additionally from interest and risk surpluses.

Annual key indicators

Key indicators as of Dec. 31  2017 2016 2015  2014  2013
Number of affiliated employers 1,405 1,446 1,509 1,554 1,575
Number of active members 7,242 7,209 7,003 7,115 7,047

Number of pensioners

350 349 371 385 389
Balance sheet total in CHF million 58.7 65.0 62.7 58.8 55.5
Pension capital of active insured in CHF million 969.6 967.1 950.6 938.3 891.4
Underwriting reserves in CHF million n.a. n.a. n.a. n.a. n.a.
Value fluctuation reserve – actual status in CHF million n.a. n.a. n.a. n.a. n.a.
Coverage ratio 100% 100% 100% 100% 100%

Foundation Board

Employers’ representatives

Matthias A. Pfammatter
President
Etienne Petitpierre

Employee representatives

Caroline Lenzin
Stephan Wenk
Vice President

Secretary of the Foundation Board

Mattia Fronzaroli

Pension actuary

Mercer (Switzerland) AG, Zürich

Audit department

PricewaterhouseCoopers AG, Basel

Supervisory body

BVG- und Stiftungsaufsicht des Kantons Zürich (BVS)

Executive Management

The Executive Management manages the operations of The Vita Plus Joint Foundation and is responsible for the execution of the Foundation Board’s resolutions and the tasks entrusted to it.

Manuel Gerhard (Managing Director)
manuel.gerhard@zurich.ch