CHUBB
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+3 YoYRank #1130 of mapped providers
Assets under administration$11.5B0.0%Market share · rank #798
Fees received$250,273Median $11,406/planSum across Schedule C direct + indirect
Net wins YoY+44 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CHUBB plan look like?
Service mix · median fees per plan
Count of plans where CHUBB ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance services; Insurance brokerage commissions and feesCode 23 | 7 | $11,406 | |
Insurance agents and brokersCode 22 | 3 | $24,043 | |
Other feesCode 99 | 1 | $6,441 |
Competitor overlap
Percent of CHUBB's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CHUBB.
| Sponsor | From | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | STRATEGIC ADVISORS, INC. | $3.5B |
TEXO ABC-AGC, INC.TX · 320274111-002 | MOGUL INSURANCE AGENCY | $117M |
NEW MEXICO PIPE TRADESNM · 516029978-002 | LORD ABBETT | $85M |
Plans lost in 2024
Appeared last year under CHUBB; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $93,747 | 8y | - |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $43,259 | 2y | 1 |
METAL TRADES BRANCH LOCAL 638 PENSION FUNDNY · 132541630-001 | $1.0B | 6,271 | $6,883 | 7y | - |
BOARD OF TRUSTEES STEAMFITTERS' INDUSTRY SUPPLEMENTAL RETIREMENTNY · 133917806-001 | $724M | 4,093 | $7,147 | 10y | - |
BOARD OF TRUSTEES STEAMFITTERS INDUSTRY PENSION FUNDNY · 136149680-001 | $461M | 3,984 | $11,406 | 10y | - |
H N S MANAGEMENT COMPANY INCCT · 061002064-001 | $314M | 1,803 | $7,408 | 2y | - |
CEMENT MASONS - EMPLOYERS PENSION TRUSTOR · 936073070-001 | $123M | 1,327 | $5,749 | 4y | - |
TEXO ABC-AGC, INC.TX · 320274111-002 | $117M | 7,018 | $6,441 | 1y | 1 |
BOSTON SHIPPING ASSOCIATION, INCMA · 042034907-006 | $108M | 504 | $32,332 | 3y | - |
NEW MEXICO PIPE TRADESNM · 516029978-002 | $89M | 2,260 | $24,043 | 2y | - |
Flag exposure
72.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (21)
Raw Schedule C names collapsed into CHUBB.
- CHUBB
- CHUBB & SON
- CHUBB & SON INC.
- CHUBB & SONS
- CHUBB & SONS, INC.
- CHUBB & SONS,INC.
- CHUBB (FEDERAL INSURANCE COMPANY)
- CHUBB CORPORATION
- CHUBB FIDUCIARY LIABILITY
- CHUBB FIDUCIARY LIABILITY INSURANCE
- CHUBB GROUP
- CHUBB GROUP OF COMPANIES
- CHUBB GROUP OF INSURANCE COMPANIES
- CHUBB INC
- CHUBB INC HOLDINGS INC
- CHUBB INC.
- CHUBB INSURANCE
- CHUBB LIMITED
- CHUBB SPECIALIST INSURANCE
- CHUBB SPECIALTY INSURANCE
- FEDERAL INS. COMPANY-CHUBB GRP INS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CHUBB's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 1 | 9.09% | 0.14% | +8.95 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CHUBB. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent