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Plan Name | COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. |
Plan identification number | 001 |
Company Name: | JPMORGAN CHASE BANK, N.A. |
Employer identification number (EIN): | 455590883 |
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 | 2021-10-01 | ||||
001 | 2020-10-01 | ||||
001 | 2019-10-01 | ||||
001 | 2018-10-01 | ||||
001 | 2017-10-01 | 2019-06-25 | |||
001 | 2016-10-01 | 2018-06-26 | |||
001 | 2015-10-01 | 2017-07-06 | |||
001 | 2014-10-01 | 2016-07-12 | |||
001 | 2013-10-01 | 2015-07-13 | |||
001 | 2013-02-08 | 2015-07-13 |
Measure | Date | Value |
---|---|---|
2021: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2021 401k membership | ||
Total of all active and inactive participants | 2021-10-01 | 0 |
2020: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2020 401k membership | ||
Total of all active and inactive participants | 2020-10-01 | 0 |
2019: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2019 401k membership | ||
Total of all active and inactive participants | 2019-10-01 | 0 |
2018: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2018 401k membership | ||
Total of all active and inactive participants | 2018-10-01 | 0 |
2017: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2017 401k membership | ||
Total of all active and inactive participants | 2017-10-01 | 0 |
2016: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2016 401k membership | ||
Total of all active and inactive participants | 2016-10-01 | 0 |
2015: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2015 401k membership | ||
Total of all active and inactive participants | 2015-10-01 | 0 |
2014: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2014 401k membership | ||
Total of all active and inactive participants | 2014-10-01 | 0 |
2013: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2013 401k membership | ||
Total of all active and inactive participants | 2013-10-01 | 0 |
Total of all active and inactive participants | 2013-02-08 | 0 |
Measure | Date | Value |
---|---|---|
2022 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-09-30 | $3,433,890 |
Total unrealized appreciation/depreciation of assets | 2022-09-30 | $3,433,890 |
Total transfer of assets to this plan | 2022-09-30 | $1,038,585,362 |
Total transfer of assets from this plan | 2022-09-30 | $818,996,848 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $16,947,962 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $11,972,800 |
Total income from all sources (including contributions) | 2022-09-30 | $-474,150,979 |
Total loss/gain on sale of assets | 2022-09-30 | $-7,467,667 |
Total of all expenses incurred | 2022-09-30 | $2,668,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $0 |
Value of total assets at end of year | 2022-09-30 | $2,016,519,701 |
Value of total assets at beginning of year | 2022-09-30 | $2,268,775,083 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $2,668,079 |
Total interest from all sources | 2022-09-30 | $17,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $0 |
Administrative expenses professional fees incurred | 2022-09-30 | $18,992 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $115,897 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $2,068,858 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $16,947,962 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-09-30 | $11,972,800 |
Administrative expenses (other) incurred | 2022-09-30 | $4,451 |
Total non interest bearing cash at end of year | 2022-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-09-30 | $1,601,098 |
Value of net income/loss | 2022-09-30 | $-476,819,058 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $1,999,571,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $2,256,802,283 |
Investment advisory and management fees | 2022-09-30 | $2,644,636 |
Interest earned on other investments | 2022-09-30 | $-7,667 |
Income. Interest from US Government securities | 2022-09-30 | $25,462 |
Value of interest in common/collective trusts at end of year | 2022-09-30 | $2,010,499,963 |
Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $2,257,387,249 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $1,198,630 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $1,198,630 |
Asset value of US Government securities at end of year | 2022-09-30 | $5,903,841 |
Asset value of US Government securities at beginning of year | 2022-09-30 | $6,519,248 |
Net investment gain or loss from common/collective trusts | 2022-09-30 | $-470,134,997 |
Aggregate proceeds on sale of assets | 2022-09-30 | $4,658,570 |
Aggregate carrying amount (costs) on sale of assets | 2022-09-30 | $12,126,237 |
2021 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-09-30 | $-2,410,171 |
Total unrealized appreciation/depreciation of assets | 2021-09-30 | $-2,410,171 |
Total transfer of assets to this plan | 2021-09-30 | $1,688,075,766 |
Total transfer of assets from this plan | 2021-09-30 | $1,280,325,424 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $11,972,800 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $12,579,813 |
Total income from all sources (including contributions) | 2021-09-30 | $428,038,348 |
Total loss/gain on sale of assets | 2021-09-30 | $23,308,120 |
Total of all expenses incurred | 2021-09-30 | $2,725,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $0 |
Value of total assets at end of year | 2021-09-30 | $2,268,775,083 |
Value of total assets at beginning of year | 2021-09-30 | $1,436,319,152 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $2,725,746 |
Total interest from all sources | 2021-09-30 | $47,589 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $0 |
Administrative expenses professional fees incurred | 2021-09-30 | $19,037 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $2,068,858 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $6,613,171 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-09-30 | $11,972,800 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-09-30 | $12,579,813 |
Administrative expenses (other) incurred | 2021-09-30 | $3,151 |
Total non interest bearing cash at end of year | 2021-09-30 | $1,601,098 |
Total non interest bearing cash at beginning of year | 2021-09-30 | $808,169 |
Value of net income/loss | 2021-09-30 | $425,312,602 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $2,256,802,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $1,423,739,339 |
Investment advisory and management fees | 2021-09-30 | $2,703,558 |
Interest earned on other investments | 2021-09-30 | $-19,960 |
Income. Interest from US Government securities | 2021-09-30 | $66,870 |
Value of interest in common/collective trusts at end of year | 2021-09-30 | $2,257,387,249 |
Value of interest in common/collective trusts at beginning of year | 2021-09-30 | $1,411,002,324 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-09-30 | $1,198,630 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-09-30 | $162,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-09-30 | $162,386 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $679 |
Asset value of US Government securities at end of year | 2021-09-30 | $6,519,248 |
Asset value of US Government securities at beginning of year | 2021-09-30 | $17,733,102 |
Net investment gain or loss from common/collective trusts | 2021-09-30 | $407,092,810 |
Aggregate proceeds on sale of assets | 2021-09-30 | $44,850,374 |
Aggregate carrying amount (costs) on sale of assets | 2021-09-30 | $21,542,254 |
2020 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-09-30 | $260,016 |
Total unrealized appreciation/depreciation of assets | 2020-09-30 | $260,016 |
Total transfer of assets to this plan | 2020-09-30 | $919,889,426 |
Total transfer of assets from this plan | 2020-09-30 | $510,964,549 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $12,579,813 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $427,442 |
Total income from all sources (including contributions) | 2020-09-30 | $86,186,018 |
Total loss/gain on sale of assets | 2020-09-30 | $19,536,492 |
Total of all expenses incurred | 2020-09-30 | $2,725,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $0 |
Value of total assets at end of year | 2020-09-30 | $1,436,319,152 |
Value of total assets at beginning of year | 2020-09-30 | $931,781,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $2,725,788 |
Total interest from all sources | 2020-09-30 | $128,509 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $0 |
Administrative expenses professional fees incurred | 2020-09-30 | $19,866 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $6,613,171 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $69,527 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-09-30 | $12,579,813 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-09-30 | $427,442 |
Administrative expenses (other) incurred | 2020-09-30 | $2,167 |
Total non interest bearing cash at end of year | 2020-09-30 | $808,169 |
Total non interest bearing cash at beginning of year | 2020-09-30 | $377,572 |
Value of net income/loss | 2020-09-30 | $83,460,230 |
Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $1,423,739,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $931,354,232 |
Investment advisory and management fees | 2020-09-30 | $2,703,755 |
Interest earned on other investments | 2020-09-30 | $-28,533 |
Income. Interest from US Government securities | 2020-09-30 | $156,938 |
Value of interest in common/collective trusts at end of year | 2020-09-30 | $1,411,002,324 |
Value of interest in common/collective trusts at beginning of year | 2020-09-30 | $928,579,228 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-09-30 | $162,386 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-09-30 | $299,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-09-30 | $299,676 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-09-30 | $104 |
Asset value of US Government securities at end of year | 2020-09-30 | $17,733,102 |
Asset value of US Government securities at beginning of year | 2020-09-30 | $2,455,671 |
Net investment gain or loss from common/collective trusts | 2020-09-30 | $66,261,001 |
Aggregate proceeds on sale of assets | 2020-09-30 | $16,040,902 |
Aggregate carrying amount (costs) on sale of assets | 2020-09-30 | $-3,495,590 |
2019 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-09-30 | $-216,944 |
Total unrealized appreciation/depreciation of assets | 2019-09-30 | $-216,944 |
Total transfer of assets to this plan | 2019-09-30 | $550,316,382 |
Total transfer of assets from this plan | 2019-09-30 | $204,629,421 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $427,442 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $7,262,346 |
Total income from all sources (including contributions) | 2019-09-30 | $29,070,235 |
Total loss/gain on sale of assets | 2019-09-30 | $-954,962 |
Total of all expenses incurred | 2019-09-30 | $1,672,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $0 |
Value of total assets at end of year | 2019-09-30 | $931,781,674 |
Value of total assets at beginning of year | 2019-09-30 | $565,531,882 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $1,672,500 |
Total interest from all sources | 2019-09-30 | $49,723 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $0 |
Administrative expenses professional fees incurred | 2019-09-30 | $19,293 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $69,527 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $6,786,770 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-09-30 | $427,442 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-09-30 | $7,262,346 |
Administrative expenses (other) incurred | 2019-09-30 | $2,124 |
Total non interest bearing cash at end of year | 2019-09-30 | $377,572 |
Total non interest bearing cash at beginning of year | 2019-09-30 | $623,406 |
Value of net income/loss | 2019-09-30 | $27,397,735 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $931,354,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $558,269,536 |
Investment advisory and management fees | 2019-09-30 | $1,651,083 |
Interest earned on other investments | 2019-09-30 | $-3,097 |
Income. Interest from US Government securities | 2019-09-30 | $52,634 |
Value of interest in common/collective trusts at end of year | 2019-09-30 | $928,579,228 |
Value of interest in common/collective trusts at beginning of year | 2019-09-30 | $555,725,109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-09-30 | $299,676 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-09-30 | $205,278 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-09-30 | $205,278 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $186 |
Asset value of US Government securities at end of year | 2019-09-30 | $2,455,671 |
Asset value of US Government securities at beginning of year | 2019-09-30 | $2,191,319 |
Net investment gain or loss from common/collective trusts | 2019-09-30 | $30,192,418 |
Aggregate proceeds on sale of assets | 2019-09-30 | $1,926,970 |
Aggregate carrying amount (costs) on sale of assets | 2019-09-30 | $2,881,932 |
2018 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-09-30 | $-263,198 |
Total unrealized appreciation/depreciation of assets | 2018-09-30 | $-263,198 |
Total transfer of assets to this plan | 2018-09-30 | $472,612,155 |
Total transfer of assets from this plan | 2018-09-30 | $292,113,259 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $7,262,346 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $1,723,729 |
Total income from all sources (including contributions) | 2018-09-30 | $33,649,169 |
Total loss/gain on sale of assets | 2018-09-30 | $902,582 |
Total of all expenses incurred | 2018-09-30 | $1,109,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $0 |
Value of total assets at end of year | 2018-09-30 | $565,531,882 |
Value of total assets at beginning of year | 2018-09-30 | $346,954,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $1,109,057 |
Total interest from all sources | 2018-09-30 | $27,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-09-30 | $0 |
Administrative expenses professional fees incurred | 2018-09-30 | $19,451 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $6,786,770 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $1,418,500 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-09-30 | $7,262,346 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-09-30 | $1,723,729 |
Administrative expenses (other) incurred | 2018-09-30 | $1,857 |
Total non interest bearing cash at end of year | 2018-09-30 | $623,406 |
Total non interest bearing cash at beginning of year | 2018-09-30 | $702,022 |
Value of net income/loss | 2018-09-30 | $32,540,112 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $558,269,536 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $345,230,528 |
Investment advisory and management fees | 2018-09-30 | $1,087,749 |
Interest earned on other investments | 2018-09-30 | $-4,356 |
Income. Interest from US Government securities | 2018-09-30 | $31,508 |
Value of interest in common/collective trusts at end of year | 2018-09-30 | $555,725,109 |
Value of interest in common/collective trusts at beginning of year | 2018-09-30 | $343,415,695 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-09-30 | $205,278 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-09-30 | $495 |
Asset value of US Government securities at end of year | 2018-09-30 | $2,191,319 |
Asset value of US Government securities at beginning of year | 2018-09-30 | $1,418,040 |
Net investment gain or loss from common/collective trusts | 2018-09-30 | $32,982,138 |
Aggregate proceeds on sale of assets | 2018-09-30 | $3,379,861 |
Aggregate carrying amount (costs) on sale of assets | 2018-09-30 | $2,477,279 |
2017 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-09-30 | $382,266 |
Total unrealized appreciation/depreciation of assets | 2017-09-30 | $382,266 |
Total transfer of assets to this plan | 2017-09-30 | $259,493,621 |
Total transfer of assets from this plan | 2017-09-30 | $95,962,439 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $1,723,729 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $2,877,725 |
Total income from all sources (including contributions) | 2017-09-30 | $39,520,317 |
Total loss/gain on sale of assets | 2017-09-30 | $789,152 |
Total of all expenses incurred | 2017-09-30 | $651,508 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $0 |
Value of total assets at end of year | 2017-09-30 | $346,954,257 |
Value of total assets at beginning of year | 2017-09-30 | $145,708,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $651,508 |
Total interest from all sources | 2017-09-30 | $10,209 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $0 |
Administrative expenses professional fees incurred | 2017-09-30 | $19,487 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $1,418,500 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $3,981,006 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-09-30 | $1,723,729 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-09-30 | $2,877,725 |
Administrative expenses (other) incurred | 2017-09-30 | $932 |
Total non interest bearing cash at end of year | 2017-09-30 | $702,022 |
Total non interest bearing cash at beginning of year | 2017-09-30 | $191,552 |
Value of net income/loss | 2017-09-30 | $38,868,809 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $345,230,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $142,830,537 |
Investment advisory and management fees | 2017-09-30 | $631,089 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $100,121,881 |
Income. Interest from US Government securities | 2017-09-30 | $10,109 |
Value of interest in common/collective trusts at end of year | 2017-09-30 | $343,415,695 |
Value of interest in common/collective trusts at beginning of year | 2017-09-30 | $40,748,434 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-09-30 | $100 |
Asset value of US Government securities at end of year | 2017-09-30 | $1,418,040 |
Asset value of US Government securities at beginning of year | 2017-09-30 | $665,389 |
Net investment gain or loss from common/collective trusts | 2017-09-30 | $38,338,690 |
Aggregate proceeds on sale of assets | 2017-09-30 | $1,936,203 |
Aggregate carrying amount (costs) on sale of assets | 2017-09-30 | $1,147,051 |
2016 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-09-30 | $90,127 |
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $90,127 |
Total transfer of assets to this plan | 2016-09-30 | $84,008,736 |
Total transfer of assets from this plan | 2016-09-30 | $20,147,423 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $2,877,725 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $609,107 |
Total income from all sources (including contributions) | 2016-09-30 | $13,240,576 |
Total loss/gain on sale of assets | 2016-09-30 | $215,034 |
Total of all expenses incurred | 2016-09-30 | $283,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $0 |
Value of total assets at end of year | 2016-09-30 | $145,708,262 |
Value of total assets at beginning of year | 2016-09-30 | $66,621,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $283,641 |
Total interest from all sources | 2016-09-30 | $2,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $0 |
Administrative expenses professional fees incurred | 2016-09-30 | $19,269 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $3,981,006 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $429,596 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-09-30 | $2,877,725 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $609,107 |
Administrative expenses (other) incurred | 2016-09-30 | $315 |
Total non interest bearing cash at end of year | 2016-09-30 | $191,552 |
Total non interest bearing cash at beginning of year | 2016-09-30 | $0 |
Value of net income/loss | 2016-09-30 | $12,956,935 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $142,830,537 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $66,012,289 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $100,121,881 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $48,188,382 |
Interest earned on other investments | 2016-09-30 | $-1 |
Income. Interest from US Government securities | 2016-09-30 | $2,500 |
Value of interest in common/collective trusts at end of year | 2016-09-30 | $40,748,434 |
Value of interest in common/collective trusts at beginning of year | 2016-09-30 | $17,855,346 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $7,941 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $7,941 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-09-30 | $162 |
Asset value of US Government securities at end of year | 2016-09-30 | $665,389 |
Asset value of US Government securities at beginning of year | 2016-09-30 | $140,131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $10,226,682 |
Net investment gain or loss from common/collective trusts | 2016-09-30 | $2,706,072 |
Contract administrator fees | 2016-09-30 | $264,057 |
Aggregate proceeds on sale of assets | 2016-09-30 | $438,035 |
Aggregate carrying amount (costs) on sale of assets | 2016-09-30 | $223,001 |
2015 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-09-30 | $4,909 |
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $4,909 |
Total transfer of assets to this plan | 2015-09-30 | $41,358,838 |
Total transfer of assets from this plan | 2015-09-30 | $9,986,959 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $609,107 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $38,123 |
Total income from all sources (including contributions) | 2015-09-30 | $-2,747,987 |
Total loss/gain on sale of assets | 2015-09-30 | $54,774 |
Total of all expenses incurred | 2015-09-30 | $158,164 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $0 |
Value of total assets at end of year | 2015-09-30 | $66,621,396 |
Value of total assets at beginning of year | 2015-09-30 | $37,584,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $158,164 |
Total interest from all sources | 2015-09-30 | $203 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $0 |
Administrative expenses professional fees incurred | 2015-09-30 | $22,413 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $429,596 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $165 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $609,107 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $38,123 |
Administrative expenses (other) incurred | 2015-09-30 | $1,929 |
Total non interest bearing cash at end of year | 2015-09-30 | $0 |
Total non interest bearing cash at beginning of year | 2015-09-30 | $1 |
Value of net income/loss | 2015-09-30 | $-2,906,151 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $66,012,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $37,546,561 |
Investment advisory and management fees | 2015-09-30 | $133,822 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $48,188,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $26,547,094 |
Interest earned on other investments | 2015-09-30 | $9 |
Income. Interest from US Government securities | 2015-09-30 | $190 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $17,855,346 |
Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $10,938,410 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $7,941 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $13,958 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $13,958 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-09-30 | $4 |
Asset value of US Government securities at end of year | 2015-09-30 | $140,131 |
Asset value of US Government securities at beginning of year | 2015-09-30 | $85,056 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-2,297,555 |
Net investment gain or loss from common/collective trusts | 2015-09-30 | $-510,318 |
Aggregate proceeds on sale of assets | 2015-09-30 | $152,192 |
Aggregate carrying amount (costs) on sale of assets | 2015-09-30 | $97,418 |
2014 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $-17,584 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $-17,584 |
Total transfer of assets to this plan | 2014-09-30 | $37,052,637 |
Total transfer of assets from this plan | 2014-09-30 | $4,909,843 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $38,123 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $111,565 |
Total income from all sources (including contributions) | 2014-09-30 | $1,389,925 |
Total loss/gain on sale of assets | 2014-09-30 | $41,931 |
Total of all expenses incurred | 2014-09-30 | $59,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $0 |
Value of total assets at end of year | 2014-09-30 | $37,584,684 |
Value of total assets at beginning of year | 2014-09-30 | $4,185,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $59,717 |
Total interest from all sources | 2014-09-30 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Administrative expenses professional fees incurred | 2014-09-30 | $12,341 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $165 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $50,006 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $38,123 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $111,565 |
Administrative expenses (other) incurred | 2014-09-30 | $3,040 |
Total non interest bearing cash at end of year | 2014-09-30 | $1 |
Total non interest bearing cash at beginning of year | 2014-09-30 | $6 |
Value of net income/loss | 2014-09-30 | $1,330,208 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $37,546,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $4,073,559 |
Investment advisory and management fees | 2014-09-30 | $44,336 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $26,547,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $3,048,971 |
Interest earned on other investments | 2014-09-30 | $0 |
Income. Interest from US Government securities | 2014-09-30 | $18 |
Value of interest in common/collective trusts at end of year | 2014-09-30 | $10,938,410 |
Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $1,086,141 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $13,958 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $2 |
Asset value of US Government securities at end of year | 2014-09-30 | $85,056 |
Asset value of US Government securities at beginning of year | 2014-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $1,161,955 |
Net investment gain or loss from common/collective trusts | 2014-09-30 | $203,603 |
Aggregate proceeds on sale of assets | 2014-09-30 | $41,931 |
Aggregate carrying amount (costs) on sale of assets | 2014-09-30 | $0 |
2013 : COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $4,877,587 |
Total transfer of assets from this plan | 2013-12-31 | $1,024,664 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $111,565 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $222,982 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $4,185,124 |
Value of total assets at beginning of year | 2013-12-31 | $15 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,361 |
Total interest from all sources | 2013-12-31 | $4 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $50,006 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $111,565 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $2,361 |
Total non interest bearing cash at end of year | 2013-12-31 | $6 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $15 |
Value of net income/loss | 2013-12-31 | $220,621 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,073,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,048,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,086,141 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $4 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $222,978 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total transfer of assets to this plan | 2013-09-30 | $4,877,587 |
Total transfer of assets from this plan | 2013-09-30 | $1,024,664 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $111,565 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $222,982 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $2,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $0 |
Value of total assets at end of year | 2013-09-30 | $4,185,124 |
Value of total assets at beginning of year | 2013-09-30 | $15 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $2,361 |
Total interest from all sources | 2013-09-30 | $4 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $50,006 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-09-30 | $111,565 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-09-30 | $0 |
Administrative expenses (other) incurred | 2013-09-30 | $2,361 |
Total non interest bearing cash at end of year | 2013-09-30 | $6 |
Total non interest bearing cash at beginning of year | 2013-09-30 | $15 |
Value of net income/loss | 2013-09-30 | $220,621 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $4,073,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $15 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $3,048,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $0 |
Interest earned on other investments | 2013-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $1,086,141 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $4 |
Net investment gain or loss from common/collective trusts | 2013-09-30 | $222,978 |
2021: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2021 form 5500 responses | ||
---|---|---|
2021-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2021-10-01 | Submission has been amended | No |
2021-10-01 | This submission is the final filing | No |
2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-10-01 | Plan is a collectively bargained plan | No |
2020: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2020 form 5500 responses | ||
2020-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2020-10-01 | Submission has been amended | No |
2020-10-01 | This submission is the final filing | No |
2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-10-01 | Plan is a collectively bargained plan | No |
2019: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2019 form 5500 responses | ||
2019-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019-10-01 | Submission has been amended | No |
2019-10-01 | This submission is the final filing | No |
2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-10-01 | Plan is a collectively bargained plan | No |
2018: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2018 form 5500 responses | ||
2018-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2017: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2017 form 5500 responses | ||
2017-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2016: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2015: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2014: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2013: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2055) OF JPMORGAN CHASE BANK, N.A. 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-02-08 | Type of plan entity | DFE (Diect Filing Entity) |
2013-02-08 | First time form 5500 has been submitted | Yes |
2013-02-08 | Submission has been amended | Yes |
2013-02-08 | This submission is the final filing | No |
2013-02-08 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-02-08 | Plan is a collectively bargained plan | No |