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Retirement plan

PENSION PLAN OF THE CHUBB CORPORATION

CHUBB INA HOLDINGS INC.EIN 13-2595722Plan #003PY 2017
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436 WALNUT STREET, WA03N - PHILADELPHIA, PA 191063703215-640-2694LinkedIn5001-10000 employeesinsurance
Other plans on this EIN
1 filing
#002Retirement--
Prospect flagsHigh retiree %Wind-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)
$3260.4M
-6.4% from 2016
Total participants
15,364
-1.8% from 2016
Average account balance
$0
No prior year
Annual return
15.30%
-10.77 pp from 2016

Benchmarks

See 35 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants5,000-9,999
Cohort35 peers
Snapshot2017
Participant deferral / active EE
$0
median $179
Employer contribution / active EE
$0
median $14,060
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
15.30%
median 13.65%
Overall peer rank
76th 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 14 by compensation
ProviderService typeCompensation
DODGE AND COX2 years
Service code 28 · EIN 94-1441976
Investment Management
$1,460,545
WELLS CAPITAL MANAGEMENT3+ years
Service code 28 · EIN 95-3692822
Investment Management
$1,179,365
FIDELITY INSTITUTIONAL OPERATIONS C1 year
Service code 16 · EIN 04-3304255
Consulting
$967,426
WESTERN ASSET MANAGEMENT COMPANY3+ years
Service code 28 · EIN 95-2705767
Investment Management
$918,417
MERCER3+ years
Service code 11 · EIN 13-2834414
Actuarial
$811,524
COLUMBIA MANAGEMENT INVESTMENT2 years
Service code 50 · EIN 13-3180631
Direct Payment
$680,491
MORGAN STANLEY INVESTMENT MANAGEMEN2 years
Service code 28 · EIN 13-3040307
Investment Management
$629,042
BOSTON COMPANY ASSET MANAGEMENT LLC2 years
Service code 28 · EIN 04-3404987
Investment Management
$518,740
NORTHERN TRUST COMPANY2 years
Service code 21 · EIN 36-1561860
Bank Trustee
$468,651
STATE STREET RESEARCH & MANAGEMENT1 year
Service code 28 · EIN 13-3142135
Investment Management
$119,643

Enrolled actuary

1 attachment
SB

DAVID WILLICK

MERCER
Enrollment #1405498
ONE UNIVERSITY SQUARE DRIVE
PRINCETON, NJ 08540
(609) 520-2548

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

2 tripped
  • InformationalHigh retiree %

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

  • 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.

Expense breakdown

Schedule H Part II
Admin total
$10.7M
$1962 / participant
  • Investment mgmt$6M52.1%
  • Other / not subdivided$5M47.9%
% of EOY assets
0.329%
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