PlanOptica
Retirement plan

PENSION PLAN OF THE CHUBB CORPORATION

CHUBB INA HOLDINGS INC.EIN 13-2595722Plan #003PY 2024
Sign in to saveView 5500 PDF
436 WALNUT STREET, WA03N - PHILADELPHIA, PA 191063703908-903-2231LinkedIn5001-10000 employeesinsurance
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 903-2231
How to read this page

Summary metrics

Total assets (EOY)
$3749.7M
-6.4% from 2016
Total participants
13,753
-1.8% from 2016
Average account balance
$0
No prior year
Annual return
6.51%
-10.77 pp from 2016

Benchmarks

See 102 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants1,000-4,999
Cohort102 peers
Snapshot2024
Participant deferral / active EE
$0
median $267
Employer contribution / active EE
$0
median $7,228
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
6.51%
median 7.29%
Overall peer rank
45th 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
WELLINGTON MANAGEMENT CO. LLP3 years
Service code 28 · EIN 04-2683227
Investment Management
$2,184,747
COLUMBIA MANAGEMENT INVESTMENT ADVI1 year
Service code 28 · EIN 13-3180631
Investment Management
$1,464,827
DODGE & COX10+ years
Service code 28 · EIN 94-1441976
Investment Management
$1,418,417
WESTERN ASSET MANAGEMETN COMPANY1 year
Service code 28 · EIN 95-2705767
Investment Management
$842,858
TELUS HEALTH2 years
Service code 16 · EIN 98-0226610
Consulting
$731,893
NORTHERN TRUST COMPANY9 years
Service code 21 · EIN 36-1561860
Bank Trustee
$674,979
JP MORGAN INVESTMENT MANAGEMENT2 years
Service code 21 · EIN 13-3200244
Bank Trustee
$540,609
MERCER10+ years
Service code 11 · EIN 13-2834414
Actuarial
$125,796
BAKER TILLY US, LLP1 year
Service code 10 · EIN 30-1413443
Accounting
$64,575
FORVIS MAZARS, LLP2 years
Service code 10 · EIN 44-0160260
Accounting
$59,800

Enrolled actuary

1 attachment
SB

CRYSTAL LEBEN-REYES

MERCER
Enrollment #2308447
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 100362708
(212) 345-5345
Signed 2025-09-22

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
$9.7M
$3473 / participant
  • Trustee / custodial$675K7.0%
  • Investment mgmt$7M67.3%
  • Actuarial$126K1.3%
  • Contract admin$732K7.6%
  • Other / not subdivided$2M16.9%
% of EOY assets
0.258%
all-in expense ratio
Categories reported
4 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
BAKER TILLY US, LLP
Auditor EIN
301413443
Audit fees
$64,575
Opinion code
Unqualified