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Retirement plan

PENSION PLAN OF THE CHUBB CORPORATION

CHUBB INA HOLDINGS INC.EIN 13-2595722Plan #003PY 2023
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436 WALNUT STREET, WA03N - PHILADELPHIA, PA 191063703908-903-4239LinkedIn5001-10000 employeesinsurance
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 903-4239
How to read this page

Summary metrics

Total assets (EOY)
$3657.8M
-6.4% from 2016
Total participants
13,977
-1.8% from 2016
Average account balance
$0
No prior year
Annual return
11.89%
-10.77 pp from 2016

Benchmarks

See 104 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants1,000-4,999
Cohort104 peers
Snapshot2023
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $6,068
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $13,363
Admin fee / account holder
$0
median $125
Annual return
11.89%
median 9.54%
Overall peer rank
70th 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
COLUMBIA MANAGEMENT INVESTMENT8 years
Service code 51 · EIN 13-3180631
Investment Mgmt Fees
$1,560,494
WELLINGTON MANAGEMENT CO, LLP1 year
Service code 28 · EIN 04-2683227
Investment Management
$1,555,522
DODGE AND COX8 years
Service code 28 · EIN 94-1441976
Investment Management
$1,218,771
WESTERN ASSET MANAGEMENT1 year
Service code 50 · EIN 95-2705767
Direct Payment
$882,872
THE NORTHERN TRUST1 year
Service code 21 · EIN 36-1561860
Bank Trustee
$661,833
LIFEWORKS US LTD3 years
Service code 16 · EIN 52-1883918
Consulting
$556,445
JP MORGAN INVESTMENT MANAGEMENT1 year
Service code 21 · EIN 13-3200244
Bank Trustee
$529,230
TELUS HEALTH1 year
Service code 16 · EIN 98-0226610
Consulting
$217,928
MERCER9+ years
Service code 11 · EIN 13-2834414
Actuarial
$113,100
FORVIS MAZARS, LLP1 year
Service code 10 · EIN 44-0160260
Accounting
$65,370

Enrolled actuary

1 attachment
SB

CRYSTAL LEBEN-REYES

CRYSTAL LEBEN-REYES
Enrollment #2308447
MERCER
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-5345
Signed 2024-09-06

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
$9.2M
$3072 / participant
  • Trustee / custodial$663K7.2%
  • Investment mgmt$6M67.5%
  • Contract admin$814K8.9%
  • Other / not subdivided$2M16.4%
% of EOY assets
0.251%
all-in expense ratio
Categories reported
3 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
FORVIS MAZARS, LLP
Auditor EIN
440160260
Audit fees
$79,970
Opinion code
Unqualified