Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) 401(k) match, vesting and fees
What Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.)'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 105 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.): employer contribution per participant | $7,271 | |
| Peer median | $3,632 |
| Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.): average balance | $226,651 | |
| Peer median | $158,114 |
| Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.): admin expenses ÷ assets | 0.03% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.5B at the end of plan year 2021 to $5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 22,078 | $5B | $159M | $7,271 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 21,847 | $4.4B | $149M | $6,901 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 22,134 | $3.7B | $142M | $6,508 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 20,661 | $4.5B | $132M | $6,578 | 0.04% | Not published | Form 5500 ↗ |
Other Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Chubb Puerto Rico Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Inst. Op. Co. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) match 401(k) contributions?
The match terms for the Chubb US 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $159M in employer contributions, about $7,271 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) 401(k) match vested?
The vesting schedule for the Chubb US 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.).
I left Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.), (908) 903-2231) or the recordkeeper, Fidelity Investments Institutional. The Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) old 401(k) page lists the contacts from every plan filing. Find an old Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) 401(k)
Data from the public Form 5500 annual reports Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.). Not financial advice. Report a correction · Methodology