Plan Snapshot
- Plan Sponsor: Chubb Ina Holdings INC. (Formerly Ace Ina Holdings INC.)
- Sponsor EIN: 952371728
- Sponsor Address: 436 WALNUT STREET, PHILADELPHIA, PA, 191063703
- Plan Type: 401(k)
- Total Participants: 15,717
- Total Assets: $5.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 15,717 | $5.0B | $158.8M | $165.4M |
| 2023 | 15,396 | $4.4B | $149.3M | $156.5M |
| 2022 | 15,408 | $3.7B | $142.1M | $142.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,562,760 | $1,071,697 | $8,100 | — | — |
| 2023 | $1,509,077 | $421,470 | $1,027,648 | $53,800 | — |
| 2022 | $1,888,378 | $763,898 | $1,108,525 | — | $15,955 |