Chubb Us 401(K) Plan — Form 5500 plan (Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.))
Plain-English plan 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, Chubb Us 401(K) Plan is a benefit plan reported by Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) under EIN 95-2371728 and plan number 105. The latest loaded filing year is 2023. The filing reports 22,134 participants and $4,370,090,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.)
- EIN
- 95-2371728
- Plan number
- 105
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 22,134
- End-of-year plan assets
- $4,370,090,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,134 | H, C | 20241001161943NAL0007090353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,370,090,198
- Total liabilities (EOY)
- $320,379
- Net assets (EOY)
- $4,369,769,819
- Net assets (BOY)
- $3,702,104,793
Income & contributions
- Employer contributions
- $149,257,391
- Participant contributions
- $156,457,981
- Total contributions
- $344,196,927
- Total income / additions
- $1,023,576,276
Expenses & distributions
- Benefits paid
- $354,402,173
- Administrative expenses
- $1,509,077
- Total expenses
- $355,911,250
- Net increase / (decrease)
- $667,665,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | NONE | $1,038,701 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $138,681 | $0 | 2023 |
| Mazars Usa, Llp | NONE | $53,800 | not reported in the loaded dataset | 2023 |
| Groom Legal Services | NONE | $6,159 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.)
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Financial Engines — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mazars Usa, Llp — Schedule C compensation
- Groom Legal Services — Schedule C compensation