# Jpmorgan Chase Bank, National Association Health & Welfare Plan
Source: https://planprovider.pro/companies/jpmorgan-chase-bank-national-association-134994650-554

> Jpmorgan Chase Bank, National Association's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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