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  2. JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
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JPMORGAN CHASE BANK, NATIONAL ASSOCIATION

EIN 13-4994650-Finance and Insurance-Latest filing 2024
Plans
9
Retirement
2
$68.98B assets
Welfare
7
$217.7M premiums
Participants
1,597,979
545 WASHINGTON BLVD, 12TH FLOOR, MAIL CODE NJD-0002 - JERSEY CITY, NJ 07310844-275-5762
Plans on this EIN
9 filings
#002ESOP-$52.91B - 300,272 part#001CashBalance-$16.07B - 202,919 part#502Mixed-$202.8M - 184,134 lives#554Fully Insured-$14.7M - 19,810 lives#506Fully Insured-$234K - 317,233 lives#510Unknown-0 lives#512Self Funded-0 lives#548Self Funded-0 lives#559Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $68.98B assets / 503,191 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CHASE 401(K) Savings (#002)77%
  • CHASE RETIREMENT PLAN (#001)23%
Total $68.98BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHASE 401(K) Savings (#002)300,272
  • CHASE RETIREMENT PLAN (#001)202,919
Total 503,191Click row to drill in

Benefits portfolio analytics

7 plans / $217.7M premiums / 521,177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$71.7M
  • Other$69.2M
  • Long-term disability$38.9M
  • Dental$27.3M
  • Vision$20.8M
  • Health$88K
  • +1 more
Total $217.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • METROPOLITAN LIFE INSURANCE COMPANY36%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA18%
  • EYEMED VISION CARE10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • +3 more
Total $217.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • NFP INSURANCE SERVICES INC66%
  • AMERICAN BENEFITS & COMP SYSTEMS30%
  • WILLIS TOWERS WATSON US LLC2%
  • SEDGWICK CLAIMS MANAGEMENT SERVICES2%
  • LENOX ADVISORS INC0%
  • +2 more
Total $2.1M7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JPMORGAN CHASE 401(K) SAVINGS PLAN

ESOP

Assets$52.91B
Participants300,272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JPMORGAN CHASE RETIREMENT PLAN

CashBalance

Assets$16.07B
Participants202,919
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JPMORGAN CHASE HEALTH CARE AND INSURANCE PROGRAM FOR ACTIVE EMPLOYEES

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$202.8M
Covered lives184,134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#554

JPMORGAN CHASE HEALTH CARE AND INSURANCE PROGRAM FOR RETIREES

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$14.7M
Covered lives19,810
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

THE JPMORGAN CHASE BUSINESS TRAVEL ACCIDENT (BTA) INSURANCE PLAN

Fully Insured - NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA

Premiums$234K
Covered lives317,233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE JPMORGAN CHASE HEALTH CARE SPENDING ACCOUNT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

THE JPMORGAN CHASE U.S. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#548

THE JPMORGAN CHASE SHORT-TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#559

THE JPMORGAN CHASE HEALTH AND WELLNESS CENTERS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JPMORGAN CHASE 401(K) SAVINGS PLANESOP$52.91B300,2722024
001JPMORGAN CHASE RETIREMENT PLANCashBalance$16.07B202,9192024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JPMORGAN CHASE HEALTH CARE AND INSURANCE PROGRAM FOR ACTIVE EMPLOYEESMixedMETROPOLITAN LIFE INSURANCE COMPANY$202.8M184,1342024
554JPMORGAN CHASE HEALTH CARE AND INSURANCE PROGRAM FOR RETIREESFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$14.7M19,8102024
506THE JPMORGAN CHASE BUSINESS TRAVEL ACCIDENT (BTA) INSURANCE PLANFully InsuredNATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA$234K317,2332024
510THE JPMORGAN CHASE HEALTH CARE SPENDING ACCOUNT PLANUnknown-$002024
512THE JPMORGAN CHASE U.S. SEVERANCE PAY PLANSelf Funded-$002024
548THE JPMORGAN CHASE SHORT-TERM DISABILITY PLANSelf Funded-$002024
559THE JPMORGAN CHASE HEALTH AND WELLNESS CENTERS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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