2023 Form 5500 filing — Chubb Us 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001161943NAL0007090353001) for Chubb Us 401(K) Plan, reported by Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) under EIN 95-2371728 and plan number 105. It reports 22,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001161943NAL0007090353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.)
- EIN
- 95-2371728
- Plan number
- 105
- Location
- Philadelphia, PA
- Participants
- 22,134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,370,090,198
- Total liabilities (EOY)
- $320,379
- Net assets (EOY)
- $4,369,769,819
- Employer contributions
- $149,257,391
- Participant contributions
- $156,457,981
- Total income / additions
- $1,023,576,276
- Benefits paid
- $354,402,173
- Administrative expenses
- $1,509,077
- Total expenses
- $355,911,250
- Net increase / (decrease)
- $667,665,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | NONE | $1,038,701 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $138,681 | $0 |
| Mazars Usa, Llp | NONE | $53,800 | not reported in the loaded dataset |
| Groom Legal Services | NONE | $6,159 | not reported in the loaded dataset |