Pension Plan Of The Chubb Corporation
Sponsored by Chubb Ina Holdings Inc. · EIN 132595722 · Plan #003
- Total assets
- $3.7B
- Net assets
- $3.7B
- Active participants
- 2,785
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wellington Management Company Llp CRD 106595 | deterministic · 100% | 2024 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | fuzzy_auto · 99% | 2024 |
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Management Co. Llp | Investment management, Direct payment from the plan | $2,184,747 |
| Columbia Management Investment Advi | Investment management, Direct payment from the plan | $1,464,827 |
| Dodge & Cox | Investment management, Direct payment from the plan, Investment management fees (direct) | $1,418,417 |
| Western Asset Managemetn Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $842,858 |
| Telus Health | Consulting (general), Consulting fees | $731,893 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan, Float revenue | $674,979 |
| Jp Morgan Investment Management | Trustee (institutional), Direct payment from the plan, Float revenue | $540,609 |
| Mercer | Actuarial, Direct payment from the plan | $125,796 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $64,575 |
| Forvis Mazars, Llp | Direct payment from the plan, Accounting | $59,800 |
| Blackrock Financial Management | Investment management, Direct payment from the plan | $33,018 |
| State Street Research & Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $23,153 |