Commingled Pension Trust Fund (Equity Index) Of Jpmorgan Chase Bank, N.A. — Form 5500 plan (Jpmorgan Chase Bank, N.A.)

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, Commingled Pension Trust Fund (Equity Index) Of Jpmorgan Chase Bank, N.A. is a benefit plan reported by Jpmorgan Chase Bank, N.A. under EIN 20-2266703 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $15,569,293,155 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jpmorgan Chase Bank, N.A.
EIN
20-2266703
Plan number
001
Plan type
4
Location
New York, NY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$15,569,293,155

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240408125742NAL0022347777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,569,293,155
Total liabilities (EOY)
-$1,271,526
Net assets (EOY)
$15,570,564,681
Net assets (BOY)
$12,641,135,157

Income & contributions

Total contributions
$0
Total income / additions
$2,547,444,110

Expenses & distributions

Benefits paid
$0
Administrative expenses
$494,256
Total expenses
$494,256
Net increase / (decrease)
$2,546,949,854

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages