Original filing (PDF)20251013102609NAL0001106817005

CHUBB INA HOLDINGS INC. FORMERLY ACE - PUERTO RICO

Name: CHUBB INA HOLDINGS INC. FORMERLY ACE - PUERTO RICO — CHUBB PUERTO RICO RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: CHUBB INA HOLDINGS INC. FORMERLY ACE - PUERTO RICO

Form 5500

FILING_RECEIVED

CHUBB PUERTO RICO RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

103

Accounts w/ balance

183

Plan assets (EOY)

$19.9M

Net assets (EOY)

$19.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHUBB INA HOLDINGS INC. FORMERLY ACE - PUERTO RICO.

Plan sponsor

Name

CHUBB INA HOLDINGS INC. FORMERLY ACE - PUERTO RICO

EIN

95-2371728all filings

Address

436 WALNUT STREET · WA03N · PHILADELPHIA, PA · 191063703

Phone

(908) 903-2231

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

107

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3J · U.S. plan covering Puerto Rico residents

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST. OP. CO.	04-2647786	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FINANCIAL ENGINES	77-0473565	—	ADVISOR	$12K	—

Investments

1 pooled fund· $1.6M(8% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.