Plan5500

2023 Form 5500 filing — Jpmorgan Chase Health Care And Insurance Program For Retirees

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 20240919145602NAL0008481936001) for Jpmorgan Chase Health Care And Insurance Program For Retirees, reported by Jpmorgan Chase Bank, National Association under EIN 13-4994650 and plan number 554. It reports 15,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240919145602NAL0008481936001
Filing year
2023
Form type
2
Plan sponsor
Jpmorgan Chase Bank, National Association
EIN
13-4994650
Plan number
554
Location
Jersey City, NJ
Participants
15,504
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$408,741,427
Total liabilities (EOY)
$2,837,982
Net assets (EOY)
$405,903,445
Employer contributions
$1,260
Participant contributions
$9,048,424
Total income / additions
$36,727,275
Benefits paid
$49,004,061
Administrative expenses
$1,181,882
Total expenses
$50,185,943
Net increase / (decrease)
-$13,458,668
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cigna Health And Life Insurance Co.CONTRACT ADMINISTRATOR$647,075$0
PimcoNONE$211,468not reported in the loaded dataset
Western Asset Management Co, LLCNONE$174,726not reported in the loaded dataset
AetnaCONTRACT ADMINISTRATOR$84,276not reported in the loaded dataset
Cvs CaremarkNONE$43,759not reported in the loaded dataset
Metropolitan Life Insurance CompanyNONE$19,639not reported in the loaded dataset

Related Form 5500 pages