# Chubb Ina Holdings INC. DB Plan
Source: https://planprovider.pro/companies/chubb-ina-holdings-inc-plan

> Chubb Ina Holdings INC.'s DB plan: 2,785 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$2,184,747|—|$2,184,747|

| COLUMBIA MANAGEMENT INVESTMENT ADVI|NONE|$1,464,827|—|$1,464,827|

| DODGE & COX|NONE|$1,418,417|—|$1,418,417|

| WESTERN ASSET MANAGEMETN COMPANY|NONE|$842,858|—|$842,858|

| TELUS HEALTH|NONE|$731,893|—|$731,893|

| NORTHERN TRUST COMPANY|NONE|$674,979|—|$674,979|

| JP MORGAN INVESTMENT MANAGEMENT|NONE|$540,609|—|$540,609|

| MERCER|NONE|$125,796|—|$125,796|

| BAKER TILLY US, LLP|NONE|$64,575|—|$64,575|

| FORVIS MAZARS, LLP|AUDITOR|$59,800|—|$59,800|

| BLACKROCK FINANCIAL MANAGEMENT|NONE|$33,018|—|$33,018|

| STATE STREET RESEARCH & MANAGEMENT|NONE|$23,153|—|$23,153|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COLUMBIA MANAGEMENT INVESTMENT ADVI](https://planprovider.pro/provider/ameriprise-financial-services-llc) — NONE

- [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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