Chubb Puerto Rico Retirement Savings Plan — Form 5500 plan (Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico))
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 Puerto Rico Retirement Savings Plan is a benefit plan reported by Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico) under EIN 95-2371728 and plan number 107. The latest loaded filing year is 2023. The filing reports 174 participants and $17,206,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chubb Ina Holdings Inc. (Formerly Ace - Puerto Rico)
- EIN
- 95-2371728
- Plan number
- 107
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $17,206,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241001163344NAL0012183600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,206,284
- Net assets (EOY)
- $17,206,284
- Net assets (BOY)
- $14,903,311
Income & contributions
- Employer contributions
- $583,938
- Participant contributions
- $499,093
- Total contributions
- $1,094,676
- Total income / additions
- $3,758,666
Expenses & distributions
- Benefits paid
- $1,455,056
- Administrative expenses
- $637
- Total expenses
- $1,455,693
- Net increase / (decrease)
- $2,302,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | NONE | $10,770 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst. Op. Co. | NONE | $0 | $0 | 2023 |