Retirement plan

CHUBB US 401(K) PLAN

Name: CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.) - CHUBB US 401(K) PLAN (2024) Form 5500
Creator: CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHUBB US 401(K) PLAN, CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)

CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)EIN 95-2371728Plan #105PY 2024

436 WALNUT STREET, WA03N - PHILADELPHIA, PA 191063703908-903-2231

Other plans on this EIN

1 filing

#107Retirement-$19.9M assets

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed March 8, 2024 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

436 Walnut Street, WA02K

Philadelphia, PA 19106

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

Chubb Deferred Stock Unit Plan19 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$4951.8M

+13.3% from 2023

Total participants

22,078

+1.1% from 2023

Average account balance

$226,666

+12.2% from 2023

Annual return

14.88%

-4.47 pp from 2023

Benchmarks

See 92 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants>=10,000

Cohort92 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.95B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$227K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

21,846

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$324.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.88%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$72

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565	Advisory (Plan)	$1,099,045
FIDELITY INVESTMENTS INSTITUTIONAL5 years Service code 37 · EIN 04-2647786	Loan Processing	$399,757
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260	Accounting	$49,920
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029	Legal	$12,901

Plan features & details

Pension benefit codes2E2F2G2J2R2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$99 / participant

Recordkeeping$367K23.5%
Investment mgmt$1M68.6%
Contract admin$8K0.5%
Other / not subdivided$116K7.4%

% of EOY assets

0.032%

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: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$226,666

$152,104+49.0%

$184,185+23.1%

$106,408+113.0%

Participation rate

98.5%

85.9%+12.6pp

86.8%+11.7pp

69.9%+28.6pp

Annual return

14.88%

20.70%-5.8pp

28.81%-13.9pp

17.37%-2.5pp

Employer contribution / active EE

$10,106

$5,326+89.8%

$6,426+57.3%

$3,361+200.7%

Participant deferral / active EE

$10,526

$8,559+23.0%

$9,132+15.3%

$5,567+89.1%

Admin fee / account holder

$72

$103-30.3%

$13,909-99.5%

$79-9.6%

Provider

Service type

Compensation

FINANCIAL ENGINES5 years

Service code 27 · EIN 77-0473565

Advisory (Plan)

$1,099,045

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Service code 37 · EIN 04-2647786

Loan Processing

$399,757

FORVIS, LLP1 year

Filed as: FORVIS MAZARS

Service code 10 · EIN 44-0160260

Accounting

$49,920

GROOM LAW GROUP1 year

Service code 29 · EIN 52-1219029

Legal

$12,901

CHUBB US 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHUBB US 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion