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Plan Name | COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. |
Plan identification number | 001 |
Company Name: | JPMORGAN CHASE BANK, N.A. |
Employer identification number (EIN): | 137197335 |
Additional information about JPMORGAN CHASE BANK, N.A.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 2017-04-03 |
Company Identification Number: | Q17000000040 |
Legal Registered Office Address: |
1200 S PINE ISLAND RD PLANTATION 33324 |
More information about JPMORGAN CHASE BANK, N.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | 2019-04-03 | |||
001 | 2016-07-01 | 2018-04-09 | |||
001 | 2015-07-01 | 2017-03-27 | |||
001 | 2014-07-01 | 2016-03-29 | |||
001 | 2013-07-01 | 2015-04-13 | |||
001 | 2012-07-01 | 2014-04-11 | |||
001 | 2011-07-01 | 2013-04-12 | |||
001 | 2010-10-01 | 2012-06-06 | |||
001 | 2009-10-01 | 2011-07-12 |
Measure | Date | Value |
---|---|---|
2019: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2019 401k membership | ||
Total of all active and inactive participants | 2019-07-01 | 0 |
2018: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2018 401k membership | ||
Total of all active and inactive participants | 2018-07-01 | 0 |
2017: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2017 401k membership | ||
Total of all active and inactive participants | 2017-07-01 | 0 |
2016: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2016 401k membership | ||
Total of all active and inactive participants | 2016-07-01 | 0 |
2015: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2015 401k membership | ||
Total of all active and inactive participants | 2015-07-01 | 0 |
2014: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2014 401k membership | ||
Total of all active and inactive participants | 2014-07-01 | 0 |
2013: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2013 401k membership | ||
Total of all active and inactive participants | 2013-07-01 | 0 |
2012: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2012 401k membership | ||
Total of all active and inactive participants | 2012-07-01 | 0 |
2011: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2011 401k membership | ||
Total of all active and inactive participants | 2011-07-01 | 0 |
2010: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2010 401k membership | ||
Total of all active and inactive participants | 2010-10-01 | 0 |
2009: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 0 |
Total of all active and inactive participants | 2009-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-10-03 | $0 |
Total transfer of assets to this plan | 2019-10-03 | $0 |
Total transfer of assets from this plan | 2019-10-03 | $319,055,070 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-03 | $503,473 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-03 | $267,592 |
Total income from all sources (including contributions) | 2019-10-03 | $-2,725,581 |
Total loss/gain on sale of assets | 2019-10-03 | $-3,920,174 |
Total of all expenses incurred | 2019-10-03 | $16,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-03 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-10-03 | $0 |
Value of total assets at end of year | 2019-10-03 | $503,714 |
Value of total assets at beginning of year | 2019-10-03 | $322,065,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-03 | $16,789 |
Total interest from all sources | 2019-10-03 | $2,402 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-10-03 | $1,148,453 |
Administrative expenses professional fees incurred | 2019-10-03 | $13,966 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-10-03 | $188,766 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-10-03 | $23,859,459 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-10-03 | $503,473 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-10-03 | $267,592 |
Administrative expenses (other) incurred | 2019-10-03 | $2,823 |
Total non interest bearing cash at end of year | 2019-10-03 | $314,493 |
Total non interest bearing cash at beginning of year | 2019-10-03 | $341,120 |
Value of net income/loss | 2019-10-03 | $-2,742,370 |
Value of net assets at end of year (total assets less liabilities) | 2019-10-03 | $241 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-10-03 | $321,797,681 |
Interest earned on other investments | 2019-10-03 | $2,276 |
Value of interest in common/collective trusts at end of year | 2019-10-03 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-10-03 | $9,199,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-10-03 | $455 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-10-03 | $438,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-10-03 | $438,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-10-03 | $126 |
Net investment gain or loss from common/collective trusts | 2019-10-03 | $43,738 |
Income. Dividends from common stock | 2019-10-03 | $1,148,453 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-10-03 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-10-03 | $288,227,269 |
Aggregate proceeds on sale of assets | 2019-10-03 | $297,094,215 |
Aggregate carrying amount (costs) on sale of assets | 2019-10-03 | $301,014,389 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $-5,001,450 |
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $-5,001,450 |
Total transfer of assets to this plan | 2019-06-30 | $34,014,040 |
Total transfer of assets from this plan | 2019-06-30 | $319,451,361 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $267,592 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $9,060,739 |
Total income from all sources (including contributions) | 2019-06-30 | $-25,184,733 |
Total loss/gain on sale of assets | 2019-06-30 | $-27,890,898 |
Total of all expenses incurred | 2019-06-30 | $53,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $0 |
Value of total assets at end of year | 2019-06-30 | $322,065,273 |
Value of total assets at beginning of year | 2019-06-30 | $641,534,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $53,730 |
Total interest from all sources | 2019-06-30 | $11,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $7,390,617 |
Administrative expenses professional fees incurred | 2019-06-30 | $46,946 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $23,859,459 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $25,468,055 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $267,592 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $9,060,739 |
Administrative expenses (other) incurred | 2019-06-30 | $6,784 |
Total non interest bearing cash at end of year | 2019-06-30 | $341,120 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $4,561,443 |
Value of net income/loss | 2019-06-30 | $-25,238,463 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $321,797,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $632,473,465 |
Interest earned on other investments | 2019-06-30 | $11,159 |
Value of interest in common/collective trusts at end of year | 2019-06-30 | $9,199,425 |
Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $16,203,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $438,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $932,867 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $932,867 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $699 |
Net investment gain or loss from common/collective trusts | 2019-06-30 | $305,140 |
Income. Dividends from common stock | 2019-06-30 | $7,390,617 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $288,227,269 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $594,368,315 |
Aggregate proceeds on sale of assets | 2019-06-30 | $457,655,719 |
Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $485,546,617 |
2018 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $50,128,418 |
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $50,128,418 |
Total transfer of assets to this plan | 2018-06-30 | $61,689,364 |
Total transfer of assets from this plan | 2018-06-30 | $259,785,938 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $9,060,739 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $25,349,397 |
Total income from all sources (including contributions) | 2018-06-30 | $104,256,475 |
Total loss/gain on sale of assets | 2018-06-30 | $42,561,664 |
Total of all expenses incurred | 2018-06-30 | $59,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $0 |
Value of total assets at end of year | 2018-06-30 | $641,534,204 |
Value of total assets at beginning of year | 2018-06-30 | $751,722,187 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $59,226 |
Total interest from all sources | 2018-06-30 | $5,195 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $11,211,837 |
Administrative expenses professional fees incurred | 2018-06-30 | $57,878 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $25,468,055 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $4,806,170 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $9,060,739 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $25,349,397 |
Administrative expenses (other) incurred | 2018-06-30 | $1,348 |
Total non interest bearing cash at end of year | 2018-06-30 | $4,561,443 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $121,810 |
Value of net income/loss | 2018-06-30 | $104,197,249 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $632,473,465 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $726,372,790 |
Interest earned on other investments | 2018-06-30 | $5,020 |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $16,203,524 |
Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $34,742,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $932,867 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $1,579,745 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $1,579,745 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $175 |
Net investment gain or loss from common/collective trusts | 2018-06-30 | $349,361 |
Income. Dividends from common stock | 2018-06-30 | $11,211,837 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $594,368,315 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $710,471,584 |
Aggregate proceeds on sale of assets | 2018-06-30 | $460,823,290 |
Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $418,261,626 |
2017 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2017 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2017-06-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $85,829,333 |
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $85,829,333 |
Total transfer of assets to this plan | 2017-06-30 | $168,133,815 |
Total transfer of assets from this plan | 2017-06-30 | $68,595,529 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $25,349,397 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $-54,659 |
Total income from all sources (including contributions) | 2017-06-30 | $114,861,738 |
Total loss/gain on sale of assets | 2017-06-30 | $18,152,122 |
Total of all expenses incurred | 2017-06-30 | $38,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $0 |
Value of total assets at end of year | 2017-06-30 | $751,722,187 |
Value of total assets at beginning of year | 2017-06-30 | $511,956,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $38,776 |
Total interest from all sources | 2017-06-30 | $280 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $10,656,586 |
Administrative expenses professional fees incurred | 2017-06-30 | $38,776 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $4,806,170 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $469,605 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $25,349,397 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $-54,659 |
Administrative expenses (other) incurred | 2017-06-30 | $0 |
Total non interest bearing cash at end of year | 2017-06-30 | $121,810 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $86,638 |
Value of net income/loss | 2017-06-30 | $114,822,962 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $726,372,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $512,011,542 |
Interest earned on other investments | 2017-06-30 | $13 |
Income. Interest from corporate debt instruments | 2017-06-30 | $237 |
Value of interest in common/collective trusts at end of year | 2017-06-30 | $34,742,878 |
Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $14,910,167 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $1,579,745 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $1,311,763 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $1,311,763 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $30 |
Net investment gain or loss from common/collective trusts | 2017-06-30 | $223,417 |
Income. Dividends from common stock | 2017-06-30 | $10,656,586 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-06-30 | $710,471,584 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-06-30 | $495,178,710 |
Aggregate proceeds on sale of assets | 2017-06-30 | $203,730,920 |
Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $185,578,798 |
2016 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $35,050,915 |
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $35,050,915 |
Total transfer of assets to this plan | 2016-06-30 | $1,118,167,271 |
Total transfer of assets from this plan | 2016-06-30 | $1,097,997,347 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $-54,659 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $593,953 |
Total income from all sources (including contributions) | 2016-06-30 | $7,392,878 |
Total loss/gain on sale of assets | 2016-06-30 | $-35,495,221 |
Total of all expenses incurred | 2016-06-30 | $35,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $0 |
Value of total assets at end of year | 2016-06-30 | $511,956,883 |
Value of total assets at beginning of year | 2016-06-30 | $485,078,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $35,490 |
Total interest from all sources | 2016-06-30 | $77 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $7,768,695 |
Administrative expenses professional fees incurred | 2016-06-30 | $34,472 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $469,605 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $431,964 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $-54,659 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $593,953 |
Administrative expenses (other) incurred | 2016-06-30 | $1,018 |
Total non interest bearing cash at end of year | 2016-06-30 | $86,638 |
Total non interest bearing cash at beginning of year | 2016-06-30 | $129,368 |
Value of net income/loss | 2016-06-30 | $7,357,388 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $512,011,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $484,484,230 |
Interest earned on other investments | 2016-06-30 | $-1 |
Value of interest in common/collective trusts at end of year | 2016-06-30 | $14,910,167 |
Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $4,732,374 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $1,311,763 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $828,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $828,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $78 |
Net investment gain or loss from common/collective trusts | 2016-06-30 | $68,412 |
Income. Dividends from common stock | 2016-06-30 | $7,768,695 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-06-30 | $495,178,710 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-06-30 | $478,956,477 |
Aggregate proceeds on sale of assets | 2016-06-30 | $691,309,467 |
Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $726,804,688 |
2015 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $19,426,794 |
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $19,426,794 |
Total transfer of assets to this plan | 2015-06-30 | $296,980,521 |
Total transfer of assets from this plan | 2015-06-30 | $344,308,966 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $593,953 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $266,082,232 |
Total income from all sources (including contributions) | 2015-06-30 | $36,118,231 |
Total loss/gain on sale of assets | 2015-06-30 | $9,190,750 |
Total of all expenses incurred | 2015-06-30 | $33,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $0 |
Value of total assets at end of year | 2015-06-30 | $485,078,183 |
Value of total assets at beginning of year | 2015-06-30 | $761,810,202 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $33,526 |
Total interest from all sources | 2015-06-30 | $1,408 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $7,467,792 |
Administrative expenses professional fees incurred | 2015-06-30 | $32,967 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $431,964 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $261,200,653 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $593,953 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $266,082,232 |
Other income not declared elsewhere | 2015-06-30 | $380 |
Administrative expenses (other) incurred | 2015-06-30 | $559 |
Total non interest bearing cash at end of year | 2015-06-30 | $129,368 |
Total non interest bearing cash at beginning of year | 2015-06-30 | $148,164 |
Value of net income/loss | 2015-06-30 | $36,084,705 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $484,484,230 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $495,727,970 |
Interest earned on other investments | 2015-06-30 | $1,131 |
Income. Interest from US Government securities | 2015-06-30 | $253 |
Value of interest in common/collective trusts at end of year | 2015-06-30 | $4,732,374 |
Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $9,564,752 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $828,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $24 |
Asset value of US Government securities at end of year | 2015-06-30 | $0 |
Asset value of US Government securities at beginning of year | 2015-06-30 | $980,651 |
Net investment gain or loss from common/collective trusts | 2015-06-30 | $31,107 |
Income. Dividends from common stock | 2015-06-30 | $7,467,792 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-06-30 | $478,956,477 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-06-30 | $489,915,982 |
Aggregate proceeds on sale of assets | 2015-06-30 | $334,371,145 |
Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $325,180,395 |
2014 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $52,353,454 |
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $52,353,454 |
Total transfer of assets to this plan | 2014-06-30 | $342,594,217 |
Total transfer of assets from this plan | 2014-06-30 | $364,896,351 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $266,082,232 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $34,552,568 |
Total income from all sources (including contributions) | 2014-06-30 | $113,439,412 |
Total loss/gain on sale of assets | 2014-06-30 | $54,355,004 |
Total of all expenses incurred | 2014-06-30 | $34,622 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $0 |
Value of total assets at end of year | 2014-06-30 | $761,810,202 |
Value of total assets at beginning of year | 2014-06-30 | $439,177,882 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $34,622 |
Total interest from all sources | 2014-06-30 | $3,375 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $6,706,548 |
Administrative expenses professional fees incurred | 2014-06-30 | $33,274 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $261,200,653 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $34,275,576 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $266,082,232 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $34,552,568 |
Administrative expenses (other) incurred | 2014-06-30 | $1,348 |
Total non interest bearing cash at end of year | 2014-06-30 | $148,164 |
Total non interest bearing cash at beginning of year | 2014-06-30 | $909,175 |
Value of net income/loss | 2014-06-30 | $113,404,790 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $495,727,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $404,625,314 |
Interest earned on other investments | 2014-06-30 | $1,714 |
Income. Interest from US Government securities | 2014-06-30 | $1,648 |
Value of interest in common/collective trusts at end of year | 2014-06-30 | $9,564,752 |
Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $7,215,462 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $13 |
Asset value of US Government securities at end of year | 2014-06-30 | $980,651 |
Asset value of US Government securities at beginning of year | 2014-06-30 | $1,105,648 |
Net investment gain or loss from common/collective trusts | 2014-06-30 | $21,031 |
Income. Dividends from common stock | 2014-06-30 | $6,706,548 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $489,915,982 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $395,672,021 |
Aggregate proceeds on sale of assets | 2014-06-30 | $671,454,852 |
Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $617,099,848 |
2013 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $56,985,545 |
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $56,985,545 |
Total transfer of assets to this plan | 2013-06-30 | $331,912,525 |
Total transfer of assets from this plan | 2013-06-30 | $420,166,027 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $34,552,568 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $4,791,137 |
Total income from all sources (including contributions) | 2013-06-30 | $92,514,962 |
Total loss/gain on sale of assets | 2013-06-30 | $28,966,436 |
Total of all expenses incurred | 2013-06-30 | $31,920 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $0 |
Value of total assets at end of year | 2013-06-30 | $439,177,882 |
Value of total assets at beginning of year | 2013-06-30 | $405,186,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $31,920 |
Total interest from all sources | 2013-06-30 | $4,058 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $6,531,923 |
Administrative expenses professional fees incurred | 2013-06-30 | $30,347 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $34,275,576 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $2,229,608 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $34,552,568 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $4,791,137 |
Administrative expenses (other) incurred | 2013-06-30 | $1,573 |
Total non interest bearing cash at end of year | 2013-06-30 | $909,175 |
Total non interest bearing cash at beginning of year | 2013-06-30 | $2,852,888 |
Value of net income/loss | 2013-06-30 | $92,483,042 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $404,625,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $400,395,774 |
Interest earned on other investments | 2013-06-30 | $1,762 |
Income. Interest from US Government securities | 2013-06-30 | $2,281 |
Value of interest in common/collective trusts at end of year | 2013-06-30 | $7,215,462 |
Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $11,834,785 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $67,633 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $67,633 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $15 |
Asset value of US Government securities at end of year | 2013-06-30 | $1,105,648 |
Asset value of US Government securities at beginning of year | 2013-06-30 | $1,660,202 |
Net investment gain or loss from common/collective trusts | 2013-06-30 | $27,000 |
Income. Dividends from common stock | 2013-06-30 | $6,531,923 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $395,672,021 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $386,541,795 |
Aggregate proceeds on sale of assets | 2013-06-30 | $285,955,115 |
Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $256,988,679 |
2012 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $-3,531,528 |
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $-3,531,528 |
Total transfer of assets to this plan | 2012-06-30 | $518,743,912 |
Total transfer of assets from this plan | 2012-06-30 | $631,394,736 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $4,791,137 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $4,592,220 |
Total income from all sources (including contributions) | 2012-06-30 | $-16,111,584 |
Total loss/gain on sale of assets | 2012-06-30 | $-20,026,292 |
Total of all expenses incurred | 2012-06-30 | $38,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $0 |
Value of total assets at end of year | 2012-06-30 | $405,186,911 |
Value of total assets at beginning of year | 2012-06-30 | $533,788,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $38,205 |
Total interest from all sources | 2012-06-30 | $662,999 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $6,743,890 |
Administrative expenses professional fees incurred | 2012-06-30 | $36,866 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $2,229,608 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $19,521,843 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $4,791,137 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $4,592,220 |
Administrative expenses (other) incurred | 2012-06-30 | $1,339 |
Total non interest bearing cash at end of year | 2012-06-30 | $2,852,888 |
Total non interest bearing cash at beginning of year | 2012-06-30 | $5 |
Value of net income/loss | 2012-06-30 | $-16,149,789 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $400,395,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $529,196,387 |
Interest earned on other investments | 2012-06-30 | $659,776 |
Income. Interest from US Government securities | 2012-06-30 | $3,217 |
Value of interest in common/collective trusts at end of year | 2012-06-30 | $11,834,785 |
Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $13,351,889 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $67,633 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $6 |
Asset value of US Government securities at end of year | 2012-06-30 | $1,660,202 |
Asset value of US Government securities at beginning of year | 2012-06-30 | $1,313,530 |
Net investment gain or loss from common/collective trusts | 2012-06-30 | $39,347 |
Income. Dividends from common stock | 2012-06-30 | $6,743,890 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $386,541,795 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $499,601,340 |
Aggregate proceeds on sale of assets | 2012-06-30 | $323,510,180 |
Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $343,536,472 |
2011 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $60,947,778 |
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $60,947,778 |
Total transfer of assets to this plan | 2011-06-30 | $328,861,240 |
Total transfer of assets from this plan | 2011-06-30 | $207,845,422 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $4,592,220 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $536,932 |
Total income from all sources (including contributions) | 2011-06-30 | $84,959,598 |
Total loss/gain on sale of assets | 2011-06-30 | $19,148,806 |
Total of all expenses incurred | 2011-06-30 | $37,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $-288 |
Value of total assets at end of year | 2011-06-30 | $533,788,607 |
Value of total assets at beginning of year | 2011-06-30 | $323,795,477 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $37,574 |
Total interest from all sources | 2011-06-30 | $147,529 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $4,366,325 |
Administrative expenses professional fees incurred | 2011-06-30 | $36,459 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $-288 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $19,521,843 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $2,152,127 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $4,592,220 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $536,932 |
Other income not declared elsewhere | 2011-06-30 | $319,140 |
Administrative expenses (other) incurred | 2011-06-30 | $1,115 |
Total non interest bearing cash at end of year | 2011-06-30 | $5 |
Total non interest bearing cash at beginning of year | 2011-06-30 | $75,500 |
Value of net income/loss | 2011-06-30 | $84,922,024 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $529,196,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $323,258,545 |
Interest earned on other investments | 2011-06-30 | $144,712 |
Income. Interest from US Government securities | 2011-06-30 | $2,737 |
Value of interest in common/collective trusts at end of year | 2011-06-30 | $13,351,889 |
Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $6,294,284 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $80 |
Asset value of US Government securities at end of year | 2011-06-30 | $1,313,530 |
Asset value of US Government securities at beginning of year | 2011-06-30 | $1,269,178 |
Net investment gain or loss from common/collective trusts | 2011-06-30 | $30,308 |
Income. Dividends from common stock | 2011-06-30 | $4,366,325 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $499,601,340 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $314,004,388 |
Aggregate proceeds on sale of assets | 2011-06-30 | $152,408,427 |
Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $133,259,621 |
2010 : COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-09-30 | $25,892,071 |
Total unrealized appreciation/depreciation of assets | 2010-09-30 | $25,892,071 |
Total transfer of assets to this plan | 2010-09-30 | $97,487,227 |
Total transfer of assets from this plan | 2010-09-30 | $118,431,460 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-09-30 | $536,932 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-09-30 | $28,562,000 |
Total income from all sources (including contributions) | 2010-09-30 | $46,502,778 |
Total loss/gain on sale of assets | 2010-09-30 | $15,856,839 |
Total of all expenses incurred | 2010-09-30 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-09-30 | $0 |
Value of total assets at end of year | 2010-09-30 | $323,795,477 |
Value of total assets at beginning of year | 2010-09-30 | $326,262,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-09-30 | $0 |
Total interest from all sources | 2010-09-30 | $131,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-09-30 | $4,525,536 |
Administrative expenses professional fees incurred | 2010-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-09-30 | $6,676,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-09-30 | $2,152,127 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-09-30 | $22,247,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-09-30 | $502,487 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-09-30 | $28,562,000 |
Other income not declared elsewhere | 2010-09-30 | $77,252 |
Administrative expenses (other) incurred | 2010-09-30 | $0 |
Liabilities. Value of operating payables at end of year | 2010-09-30 | $34,445 |
Liabilities. Value of operating payables at beginning of year | 2010-09-30 | $0 |
Total non interest bearing cash at end of year | 2010-09-30 | $75,500 |
Total non interest bearing cash at beginning of year | 2010-09-30 | $0 |
Value of net income/loss | 2010-09-30 | $46,502,778 |
Value of net assets at end of year (total assets less liabilities) | 2010-09-30 | $323,258,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-09-30 | $297,700,000 |
Interest earned on other investments | 2010-09-30 | $127,259 |
Income. Interest from US Government securities | 2010-09-30 | $3,959 |
Value of interest in common/collective trusts at end of year | 2010-09-30 | $6,294,284 |
Value of interest in common/collective trusts at beginning of year | 2010-09-30 | $3,925,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-09-30 | $10,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-09-30 | $10,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-09-30 | $289 |
Asset value of US Government securities at end of year | 2010-09-30 | $1,269,178 |
Asset value of US Government securities at beginning of year | 2010-09-30 | $1,577,000 |
Net investment gain or loss from common/collective trusts | 2010-09-30 | $19,573 |
Income. Dividends from common stock | 2010-09-30 | $4,525,536 |
Contract administrator fees | 2010-09-30 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-09-30 | $314,004,388 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-09-30 | $291,827,000 |
Aggregate proceeds on sale of assets | 2010-09-30 | $236,578,748 |
Aggregate carrying amount (costs) on sale of assets | 2010-09-30 | $220,721,909 |
2019: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2019 form 5500 responses | ||
---|---|---|
2019-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | Yes |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-07-01 | Plan is a collectively bargained plan | No |
2018: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2017: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2016: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2015: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2014: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2013: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2012: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2011: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2010: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2010 form 5500 responses | ||
2010-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2010-10-01 | Submission has been amended | Yes |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2010-10-01 | Plan is a collectively bargained plan | No |
2009: COMMINGLED PENSION TRUST FUND (U.S. STRATEGIC SMALL COMPANY EQUITY) OF JPMORGAN CHASE BANK, N.A. 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |