Pension Plan Of The Chubb Corporation — Form 5500 plan (Chubb 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, Pension Plan Of The Chubb Corporation is a benefit plan reported by Chubb Ina Holdings Inc. under EIN 13-2595722 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,211 participants and $3,657,802,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chubb Ina Holdings Inc.
- EIN
- 13-2595722
- Plan number
- 003
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 14,211
- End-of-year plan assets
- $3,657,802,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,211 | H, C | 20241011110553NAL0036738912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,657,802,548
- Total liabilities (EOY)
- $1,824,292
- Net assets (EOY)
- $3,655,978,256
- Net assets (BOY)
- $3,395,343,120
Income & contributions
- Total contributions
- $0
- Total income / additions
- $412,994,419
Expenses & distributions
- Benefits paid
- $143,166,093
- Administrative expenses
- $9,193,190
- Total expenses
- $152,359,283
- Net increase / (decrease)
- $260,635,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Columbia Management Investment | NONE | $1,560,494 | $0 | 2023 |
| Wellington Management Co, Llp | NONE | $1,555,522 | not reported in the loaded dataset | 2023 |
| Dodge And Cox | NONE | $1,218,771 | $0 | 2023 |
| Western Asset Management | NONE | $882,872 | $0 | 2023 |
| The Northern Trust | NONE | $661,833 | $0 | 2023 |
| Lifeworks Us Ltd | NONE | $556,445 | $0 | 2023 |
| Jp Morgan Investment Management | NONE | $529,230 | $0 | 2023 |
| Telus Health | NONE | $217,928 | $0 | 2023 |
| Mercer | NONE | $113,100 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $65,370 | not reported in the loaded dataset | 2023 |
| Blackrock Financial | NONE | $33,250 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $18,788 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chubb Ina Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Columbia Management Investment — Schedule C compensation
- Wellington Management Co, Llp — Schedule C compensation
- Dodge And Cox — Schedule C compensation
- Western Asset Management — Schedule C compensation
- The Northern Trust — Schedule C compensation
- Lifeworks Us Ltd — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- Telus Health — Schedule C compensation
- Mercer — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Blackrock Financial — Schedule C compensation
- State Street Research & Management — Schedule C compensation