Jpmorgan Chase Health Care And Insurance Program For Retirees — Form 5500 plan (Jpmorgan Chase Bank, National Association)
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, Jpmorgan Chase Health Care And Insurance Program For Retirees is a benefit plan reported by Jpmorgan Chase Bank, National Association under EIN 13-4994650 and plan number 554. The latest loaded filing year is 2023. The filing reports 15,504 participants and $408,741,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jpmorgan Chase Bank, National Association
- EIN
- 13-4994650
- Plan number
- 554
- Plan type
- 2
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 15,504
- End-of-year plan assets
- $408,741,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,504 | H, C | 20240919145602NAL0008481936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $408,741,427
- Total liabilities (EOY)
- $2,837,982
- Net assets (EOY)
- $405,903,445
- Net assets (BOY)
- $419,362,113
Income & contributions
- Employer contributions
- $1,260
- Participant contributions
- $9,048,424
- Total contributions
- $9,049,684
- Total income / additions
- $36,727,275
Expenses & distributions
- Benefits paid
- $49,004,061
- Administrative expenses
- $1,181,882
- Total expenses
- $50,185,943
- Net increase / (decrease)
- -$13,458,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co. | CONTRACT ADMINISTRATOR | $647,075 | $0 | 2023 |
| Pimco | NONE | $211,468 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co, LLC | NONE | $174,726 | not reported in the loaded dataset | 2023 |
| Aetna | CONTRACT ADMINISTRATOR | $84,276 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | NONE | $43,759 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $19,639 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jpmorgan Chase Bank, National Association
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jersey City, NJ
- Cigna Health And Life Insurance Co. — Schedule C compensation
- Pimco — Schedule C compensation
- Western Asset Management Co, LLC — Schedule C compensation
- Aetna — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation