2023 Form 5500 filing — Pension Plan Of The Chubb Corporation
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 20241011110553NAL0036738912001) for Pension Plan Of The Chubb Corporation, reported by Chubb Ina Holdings Inc. under EIN 13-2595722 and plan number 003. It reports 14,211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110553NAL0036738912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chubb Ina Holdings Inc.
- EIN
- 13-2595722
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 14,211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,657,802,548
- Total liabilities (EOY)
- $1,824,292
- Net assets (EOY)
- $3,655,978,256
- Total income / additions
- $412,994,419
- Benefits paid
- $143,166,093
- Administrative expenses
- $9,193,190
- Total expenses
- $152,359,283
- Net increase / (decrease)
- $260,635,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Columbia Management Investment | NONE | $1,560,494 | $0 |
| Wellington Management Co, Llp | NONE | $1,555,522 | not reported in the loaded dataset |
| Dodge And Cox | NONE | $1,218,771 | $0 |
| Western Asset Management | NONE | $882,872 | $0 |
| The Northern Trust | NONE | $661,833 | $0 |
| Lifeworks Us Ltd | NONE | $556,445 | $0 |
| Jp Morgan Investment Management | NONE | $529,230 | $0 |
| Telus Health | NONE | $217,928 | $0 |
| Mercer | NONE | $113,100 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $65,370 | not reported in the loaded dataset |
| Blackrock Financial | NONE | $33,250 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $18,788 | $0 |