Plan Snapshot
- Plan Sponsor: Jpmorgan Chase Bank, National Association
- Sponsor EIN: 134994650
- Sponsor Address: 545 WASHINGTON BLVD, JERSEY CITY, NJ, 07310
- Plan Type: Health & Welfare
- Plan Number: 554
- Total Participants: 0
- Total Assets: $377.2M
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 | 0 | $377.2M | $20,640 | $8.4M |
| 2023 | 0 | $408.7M | $1,260 | $9.0M |
| 2022 | 0 | $421.2M | $10,779 | $9.8M |
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 |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO. | Recordkeeper | $404,780 | — | $404,780 |
| PIMCO | Other Service Provider | $194,177 | — | $194,177 |
| WESTERN ASSET MANAGEMENT CO, LLC | Other Service Provider | $171,731 | — | $171,731 |
| AETNA | Recordkeeper | $68,000 | — | $68,000 |
| CVS CAREMARK | Other Service Provider | $33,086 | — | $33,086 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $16,756 | — | $16,756 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $888,530
- Estimated Expense Ratio: 0.236% 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 | $888,531 | $365,908 | $522,623 | — | — |
| 2023 | $1,181,882 | $386,194 | $794,749 | — | — |
| 2022 | $1,246,450 | $421,470 | $824,814 | — | — |