Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.), Philadelphia, PA. EIN 95-2371728. Annual reports 2009–2024. Also filed as Penn Millers Holding Corporation; Ace Ina Holdings Inc.; Chubb Ina Holdings Inc.; The Chubb Corporation.
Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) has 3 active retirement plans on file. The largest is the Chubb US 401(k) Plan, with 22,078 participants and $5.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2020.
Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) 436 Walnut Street, WA03N Philadelphia, PA 19106 (215) 640-2694As filed for 2019
In effect since
July 2, 1999
Earlier sponsor: Ace Ina Holdings, Inc. (2009–2014).
Earlier plan names: Ace USA Basic Employee Retirement Savings Plan; Ace USA Basic Employee Retirement Saving; Chubb USA Basic Employee Retirement Saving.
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
n/a
$0
Alight
2018
13,946
$521 million
Alight
2017
12,776
$528 million
Alight
2016
10,992
$437 million
Alight
2015
10,270
$398 million
Alight
2014
9,748
$381 million
Alight
2013
8,791
$344 million
Alight
2012
8,075
$277 million
T. Rowe Price
2011
7,026
$237 million
T. Rowe Price
2010
6,584
$223 million
T. Rowe Price
2009
6,902
$183 million
T. Rowe Price
Chubb Puerto Rico Basic Employee Retirement Saving
Money purchase pensionStopped filing
No annual report since the 2018 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Chubb-Puerto Rico (Formerly Ace-Puerto Rico) 436 Walnut Street, WA03N Philadelphia, PA 19106 (215) 640-2694As filed for 2018
In effect since
July 2, 1999
Earlier sponsor: Ace - Puerto Rico (2009–2014).
Earlier plan names: Ace Puerto Rico Basic Employee Retirement Savings Plan; Ace Puerto Rico Basic Employee Retirement Savings.
Year by year, 2009 to 2018
Plan year
Participants
Net assets
Recordkeeper
2018
194
$4.8 million
not listed
2017
193
$4.8 million
not listed
2016
203
$4.1 million
Alight
2015
203
$3.6 million
Alight
2014
206
$3.4 million
Alight
2013
183
$3.2 million
not listed
2012
167
$2.3 million
not listed
2011
111
$2.4 million
not listed
2010
110
$2.2 million
not listed
2009
106
$1.8 million
not listed
Penn Millers Holding Corporation Pension
Pension (defined benefit), frozenStopped filing
No annual report since the 2017 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Plan number
109Employer EIN 95-2371728
Participants (2017)
171
Net assets (2017)
$9.1 million
Plan administrator
Chubb US Retirement Committee 202A Halls Mill Road Whitehouse Station, NJ 08889 (215) 640-2694As filed for 2017
In effect since
January 1, 1935
Earlier sponsors: Penn Millers Holding Corporation (2009–2010); Ace Ina Holdings Inc. (2011–2015).
Earlier plan names: Penn Millers Holding Corporation Pension Plan.
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
171
$9.1 million
not listed
2016
175
$8.5 million
not listed
2015
177
$8.3 million
not listed
2014
180
$8.7 million
not listed
2013
182
$8.5 million
not listed
2012
185
$7.5 million
not listed
2011
192
$6.9 million
not listed
2010
208
$8.0 million
not listed
2009
218
$6.2 million
not listed
Capital Accumulation Plan of the Chubb Corporation
401(k) with ESOPClosed
Closed. The plan filed its final annual report for 2017, which means its assets were paid out or moved and it no longer exists.
Chubb US Retirement Committee 202A Halls Mill Road Whitehouse Station, NJ 08889 (215) 640-2694As filed for 2017
In effect since
July 5, 1959
Earlier sponsor: The Chubb Corporation (2009–2015).
Year by year, 2009 to 2017
Plan year
Participants
Net assets
Recordkeeper
2017
0
$0
Fidelity
2016
1,947
$694 million
Fidelity
2015
10,283
$2.6 billion
Fidelity
2014
10,360
$2.5 billion
Fidelity
2013
10,428
$2.4 billion
Fidelity
2012
10,974
$2.0 billion
Fidelity
2011
10,438
$1.8 billion
Fidelity
2010
10,487
$1.8 billion
Fidelity
2009
10,868
$1.6 billion
Fidelity
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Chubb US 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((908) 903-2231). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.