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Retirement plan

CAPITAL ACCUMULATION PLAN OF THE CHUBB CORPORATION

CHUBB INA HOLDINGS INC.EIN 13-2595722Plan #002PY 2017
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436 WALNUT STREET, WA03 - PHILADELPHIA, PA 191063703215-640-2694LinkedIn5001-10000 employeesinsurance
Other plans on this EIN
1 filing
#003Retirement-$3.26B assets
Prospect flagsRecently cancelled planWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(215) 640-2694
Plan administrator entity
CHUBB US RETIREMENT COMMITTEE
EIN 582457246
202A HALLS MILL ROAD · WHITEHOUSE STATION, NJ 088899999
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Summary metrics

Total assets (EOY)
$0
+272.5% from 2016
Total participants
0
+428.1% from 2016
Average account balance
$0
-30.1% from 2016
Annual return
11.89%
+7.02 pp from 2016

Benchmarks

See 30,802 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined contribution
Participants<25
Cohort30,802 peers
Snapshot2017
Participant deferral / active EE
$0
median $6,017
Employer contribution / active EE
$0
median $3,058
Participation rate
0.0%
median 100.0%
Avg account balance
$0
median $95,126
Admin fee / account holder
$0
median $526
Annual return
11.89%
median 15.27%
Overall peer rank
29th percentileavg across 6 metrics

Analytics

2015 - 2017
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$364K
Not enough data
2 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,907
Not enough data
2 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
25.9%
Not enough data
2 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
$13K
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$248
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+11.89%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
2 years with F_SCH_H allocation on file

Service providers

Top 2 by compensation
ProviderService typeCompensation
FIDELITY INVEST INST OPER CO INC2 years
Service code 64 · EIN 04-2647786
Recordkeeping Fees
$124,103
MAZARS USA LLP2 years
Service code 10 · EIN 13-1459550
Accounting
$30,036

Top hat statement on fileNQDC

Filed February 1, 1999 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2H2J2K2O2S2T
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2H
    Partial participant-directed account plan
    Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped
  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$124K
  • Investment mgmt$124K100.0%
% of EOY assets
-
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MAZARS USA LLP
Auditor EIN
131459550
Audit fees
(not subdivided)
Opinion code
Unqualified