2023 Form 5500 filing — Chubb Puerto Rico Retirement Savings 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 20241001163344NAL0012183600001) for Chubb Puerto Rico Retirement Savings Plan, reported by Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) under EIN 95-2371728 and plan number 107. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001163344NAL0012183600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico)
- EIN
- 95-2371728
- Plan number
- 107
- Location
- Philadelphia, PA
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,206,284
- Net assets (EOY)
- $17,206,284
- Employer contributions
- $583,938
- Participant contributions
- $499,093
- Total income / additions
- $3,758,666
- Benefits paid
- $1,455,056
- Administrative expenses
- $637
- Total expenses
- $1,455,693
- Net increase / (decrease)
- $2,302,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | NONE | $10,770 | not reported in the loaded dataset |
| Fidelity Investments Inst. Op. Co. | NONE | $0 | $0 |