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Plan Information Overview
The following chart shows the information that varies by plan. All of the following plans are governed by ERISA. The JPMorgan Chase benefits plans that are not governed by ERISA — the Child/Elder Care Spending Account, Transportation Spending Accounts, Excess Retirement Plan, Employee Stock Purchase Plan, and the Bank One Supplemental Savings and Investment Plan (SSIP) — are not listed here.
Plan Type — Welfare
Plan Name/Number
Insurer
Payment of Benefits
Type of Administration
The JPMorgan Chase Medical Plan/502
See "Contacting the Claims Administrators" for names, addresses, and telephone numbers for the Preferred Provider Organization (PPO)/ Point-of-Service (POS) High and Low Options, the Health Maintenance Organization (HMO) Option, the Exclusive Provider Organization (EPO) Option, the Traditional Indemnity Option, the Medicare Traditional Indemnity High and Low Options, the Prescription Drug Plan, the Dental Plan, and the Vision Plan.
See "Contacting the Claims Administrators" for names and addresses for the PPO/POS High and Low Options, the Health Maintenance Organization (HMO) Option, the Exclusive Provider Organization (EPO) Option, the Traditional Indemnity Option, the Medicare Traditional Indemnity High and Low Options, the Prescription Drug Plan, the Dental Plan, and the Vision Plan.
Self-Insured/Trustee: PPO/POS High and Low Options, the EPO Option, Traditional Indemnity Option, and the Prescription Drug Plan.
With respect to the EPOs, no contract of insurance has been issued. The Medical Plan has the responsibility to fund the financial benefits.
Please see "HMO/EPO Claims Administrator Address and Telephone Directory" for a full list of the EPO options.
Fully Insured:
HMO Options
The JPMorgan Chase Dental Plan/502
See "Medical and Dental Claims Administrator Address and Telephone Directory" for names and addresses for the Preferred Dentist Program (PDP) Option, the Dental Maintenance Organization (DMO) Option, the Dental Health Maintenance Organization (DHMO) Option, and the Traditional Indemnity Option.
See "Medical and Dental Claims Administrator Address and Telephone Directory" for names and addresses for the PDP Option, the DMO Option, the DHMO Option, and the Traditional Indemnity Option.
Self-Insured/Trustee: PDP Option and Traditional Indemnity Option offered by MetLife.
Fully Insured:
DMO Option and DHMO Option
The JPMorgan Chase Vision Plan/502
EyeMed
P.O Box 8504
Mason, OH 45040-7111
EyeMed
P.O Box 8504
Mason, OH 45040-7111
Fully Insured
The JPMorgan Chase Basic Life Insurance Plan/502
The Prudential Insurance Company of America
P.O. Box 483
Livingston, NJ 07039-0483
The Prudential Insurance Company of America
P.O. Box 483
Livingston, NJ 07039-0483
Fully Insured
The JPMorgan Chase Business Travel Accident (BTA) Insurance Plan/506
National Union Fire Insurance Company of Pittsburgh, PA
P.O. Box 946790
Maitland, FL 36794-6790
National Union Fire Insurance Company of Pittsburgh, PA
P.O. Box 946790
Maitland, FL 36794-6790
Fully Insured
The JPMorgan Chase Supplemental Term Life Insurance Plan/502
The Prudential Insurance Company of America
P.O. Box 483
Livingston, NJ 07039-0483
The Prudential Insurance P.O. Box 483
Livingston, NJ 07039-0483
Fully Insured
The JPMorgan Chase Accidental Death and Dismemberment (AD&D) Insurance Plan/502
The Prudential Insurance Company of America
P.O. Box 483
Livingston, NJ 07039-0483
The Prudential Insurance Company of America
P.O. Box 483
Livingston, NJ 07039-0483
Fully Insured
The JPMorgan Chase Long-Term Disability Plan/502
The Hartford
P.O. Box 746710
Maitland, FL 32794-6710
The Hartford
P.O. Box 746710
Maitland, FL 32794-6710
Fully Insured
The JPMorgan Chase Long-Term Care Insurance Plan/502
MetLife
P.O. Box 937
Westport, CT 06880
MetLife
P.O. Box 937
Westport, CT 06880
Fully Insured
The JPMorgan Chase Group Legal Services Plan/502
Hyatt Legal Plans, Inc.
1111 Superior Avenue
Cleveland, OH 44114
Hyatt Legal Plans, Inc.
1111 Superior Avenue
Cleveland, OH 44114
Fully Insured
The JPMorgan Chase Employee Assistance Program (EAP)/502
ComPsych Corporation
455 N. Cityfront Plaza Dr.
24th floor
Chicago, IL 60611-5506
ComPsych Corporation
455 N. Cityfront Plaza Dr. 24th floor
Chicago, IL 60611-5506
Fully Insured
Plan Type — Spending Account
Plan Name/ Number
Insurer
Payment of Benefits
Type of Administration
The JPMorgan Chase Health Care Spending Account Plan/510
N/A
Claims Administrator Only:
ADP/FSA Claims
P.O. Box 1800
Alpharetta, GA 30023-1800
Salary Reduction/Paid from the General Assets of the Employer
Plan Type — Defined Benefit
Plan Name/ Number
Insurer
Payment of Benefits
Type of Administration
The JPMorgan Chase Retirement Plan/001
N/A
JPMorgan Chase Retirement Plan Trust
c/o accessHR
Mail Code: TX2-F360
P.O. Box 4896
Houston, TX 77210-4896
Self-Administered/Trustee
Plan Type — Defined Contribution
Plan Name/ Number
Insurer
Payment of Benefits
Type of Administration
The JPMorgan Chase 401(k) Savings Plan/002
N/A
JPMorgan Chase 401(k) Savings Plan Trust
c/o JPMorgan Retirement Plan Services
401(k) Savings Plan Call Center
Mail Code: MO5-M103
P.O. Box 419784
Kansas City, MO 64141-6784
Self-Administered/Trustee