Plan Snapshot
- Plan Sponsor: Chubb Ina Holdings INC.
- Sponsor EIN: 132595722
- Sponsor Address: 436 WALNUT STREET, WA03N, PHILADELPHIA, PA, 191063703
- Plan Type: DB
- Total Participants: 2,785
- Total Assets: $3.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,785 | $3.7B | $0 | $0 |
| 2023 | 2,993 | $3.7B | $0 | $0 |
| 2022 | 3,245 | $3.4B | $0 | $0 |
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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT CO. LLP | Other Service Provider | $2,184,747 | — | $2,184,747 |
| COLUMBIA MANAGEMENT INVESTMENT ADVI | Investment Advisor | $1,464,827 | — | $1,464,827 |
| DODGE & COX | Other Service Provider | $1,418,417 | — | $1,418,417 |
| WESTERN ASSET MANAGEMETN COMPANY | Other Service Provider | $842,858 | — | $842,858 |
| TELUS HEALTH | Other Service Provider | $731,893 | — | $731,893 |
| NORTHERN TRUST COMPANY | Other Service Provider | $674,979 | — | $674,979 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $540,609 | — | $540,609 |
| MERCER | Other Service Provider | $125,796 | — | $125,796 |
| BAKER TILLY US, LLP | Auditor | $64,575 | — | $64,575 |
| FORVIS MAZARS, LLP | Auditor | $59,800 | — | $59,800 |
| BLACKROCK FINANCIAL MANAGEMENT | Other Service Provider | $33,018 | — | $33,018 |
| STATE STREET RESEARCH & MANAGEMENT | Other Service Provider | $23,153 | — | $23,153 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COLUMBIA MANAGEMENT INVESTMENT ADVI — Investment Advisor
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- BAKER TILLY US, LLP — Auditor
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,164,672
- Estimated Expense Ratio: 0.218% of plan assets
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 | $9,672,676 | $6,507,629 | $731,893 | $64,575 | — |
| 2023 | $9,193,190 | $6,206,897 | $814,240 | $79,970 | — |
| 2022 | $9,598,693 | $5,133,893 | $43,650 | — | $2,663,304 |