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Retirement plan

PENSION PLAN OF THE CHUBB CORPORATION

THE CHUBB CORPORATIONEIN 13-2595722Plan #003PY 2015
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15 MOUNTAINVIEW ROAD, E090 - WARREN, NJ 07059908-903-2231LinkedIn5001-10000 employeesinsurance
Other plans on this EIN
1 filing
#002Retirement-$2.58B assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 903-2231
Plan administrator signer
CAROLYN KENNEDY
Signed 10/14/2016
Plan administrator entity
EMPLOYEE BENEFITS COMMITTEE OF THE CHUBB CORPORATION
EIN 263532740
How to read this page

Summary metrics

Total assets (EOY)
$2730.2M
-6.4% from 2016
Total participants
15,391
-1.8% from 2016
Average account balance
$0
No prior year
Annual return
-0.57%
-10.77 pp from 2016

Benchmarks

See 181 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort181 peers
Snapshot2015
Participant deferral / active EE
$0
median $77
Employer contribution / active EE
$6,184
median $7,040
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
-0.57%
median -1.02%
Overall peer rank
51st percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$3.75B
Average account balance
Total assets / participants with a balance (line 6g)
$273K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
10,968
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$41.25M
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+6.51%
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
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 12 by compensation
ProviderService typeCompensation
DODGE & COX1+ years
Service code 28 · EIN 94-1441976
Investment Management
$1,001,211
AMERIPRISE FINANCIAL, INC.1+ years
Service code 28 · EIN 13-3180631
Investment Management
$832,859
WESTERN ASSET MANAGEMENT COMPANY1+ years
Service code 28 · EIN 95-2705767
Investment Management
$782,797
PYRAMIS GLOBAL ADVISORS TRUST CO.1+ years
Service code 28 · EIN 20-2159373
Investment Management
$736,869
MERCER1+ years
Service code 11 · EIN 13-2834414
Actuarial
$709,069
THE BOSTON COMPANY1+ years
Service code 28 · EIN 04-3404987
Investment Management
$579,018
MORGAN STANLEY INVESTMENT MGMT.1+ years
Service code 28 · EIN 13-3040307
Investment Management
$561,943
WELLS CAPITAL MANAGEMENT1+ years
Service code 28 · EIN 95-3692822
Investment Management
$529,971
THE NORTHERN TRUST COMPANY1+ years
Service code 21 · EIN 36-1561860
Bank Trustee
$334,720
STATE STREET GLOBAL ADVISORS1+ years
Service code 28 · EIN 04-1867445
Investment Management
$160,035

Enrolled actuary

1 attachment
SB

DAVID WILLICK

MERCER
Enrollment #1405498
ONE UNIVERSITY SQUARE DRIVE
SUITE 100
PRINCETON, NJ 08540
(609) 520-2548
Signed 2016-09-14

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 codes1A1C1E
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.

Opportunity flags

1 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$6.4M
$953 / participant
  • Investment mgmt$5M82.7%
  • Other / not subdivided$1M17.3%
% of EOY assets
0.233%
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
ERNST & YOUNG LLP
Auditor EIN
346565596
Audit fees
(not subdivided)
Opinion code
Unqualified