Plan Ledger DOL Form 5500 · updated monthly

JPMorgan Chase Bank, National Associationbenefits

The JPMorgan Chase Business Travel Accident (Bta) Insurance Plan · JERSEY CITY, NJ · plan year 2024

Broker compensation reported · 2024
$2,115,509

JPMorgan Chase Bank, National Association's benefits plans covered 317,233 active participants in 2024, providing death benefits. Insurance brokers and agents were paid $2,115,509 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $7 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 3.6% from $2,193,666 in 2023.

Insurance contracts · 202418
NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA · lifepremiums n/a · 317,233 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 94 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 29,236 covered
PRUDENTIAL INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 122,640 covered
PROVIDENT LIFE & CASUALTY INSURANCE COMPANYpremiums n/a · 1,846 covered
AETNA LIFE INSURANCE CO. · dentalpremiums n/a · 31,221 covered
METLIFE LEGAL PLANSpremiums n/a · 52,543 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 184,134 covered
EYEMED · visionpremiums n/a · 133,364 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · hmopremiums n/a · 4 covered
KAISER FOUNDATION HEALTH PLAN INC · hmopremiums n/a · 4,066 covered
AETNA LIFE INSURANCE CO. · dentalpremiums n/a · 73 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 19,810 covered
TRIPLE-S INC. · health drug ppopremiums n/a · 12 covered
REGENCE BLUESHIELD TMP · hmopremiums n/a · 7 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · hmopremiums n/a · 2 covered
EYEMED · visionpremiums n/a · 632 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dentalpremiums n/a · 38 covered
Brokers & agents paid · 202410
MANAGEMENT COMPENSATION GROUP$1,191,877 · incl $423,666 fees
AMERICAN BENEFITS AND COMP SYSTEMS$235,289
AMERICAN BENEFITS AND COMP SYS INC.$400,150 · incl $400,150 fees
NFP INSURANCE SERVICE INC.$206,791 · incl $206,791 fees
SEDGWICK CLAIMS MANAGEMENT SERVICES$34,137 · incl $34,137 fees
LENOX ADVISORS INC$269 · incl $56 fees
FIRST REPUBLIC SECURITIES COMPANY$210 · incl $39 fees
M FINANCIAL HOLDINGS INC$34 · incl $34 fees
FIRST REPUBLIC INVESTMENT MGMT INC.$20
Also brokered by Management Compensation Group5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 134994650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.