Plan Snapshot
- Plan Sponsor: Hartford Fire Insurance Company
- Sponsor EIN: 060383750
- Sponsor Address: ONE HARTFORD PLAZA, T-1-173-1R, HARTFORD, CT, 06155
- Plan Type: 401(k)
- Total Participants: 18,645
- Total Assets: $7.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 18,645 | $7.2B | $164.3M | $208.9M |
| 2023 | 18,614 | $6.5B | $156.0M | $202.2M |
| 2022 | 18,377 | $5.6B | $141.7M | $191.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | Other Service Provider | $2,406,191 | — | $2,406,191 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $1,596,143 | $19,037 | $1,615,180 |
| J.P. MORGAN INVESTMENT MGMT INC | Recordkeeper | $681,256 | — | $681,256 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $648,968 | $21,443 | $670,411 |
| INSIGHT NORTH AMERICA, LLC | Other Service Provider | $547,538 | — | $547,538 |
| LEEWARD INVESTMENTS, LLC | Other Service Provider | $516,924 | $1,845 | $518,769 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $481,477 | — | $481,477 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $288,422 | — | $288,422 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $120,041 | — | $120,041 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $74,418 | $2,391 | $76,809 |
| BLACKROCK INSTITUTIONAL TRUST | Other Service Provider | $26,831 | — | $26,831 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MGMT INC — Recordkeeper
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,432,925
- Estimated Expense Ratio: 0.103% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,388,000 | $7,100,000 | — | — | — |
| 2023 | $6,500,000 | $6,240,000 | — | — | — |
| 2022 | $3,160,000 | $2,932,000 | — | — | — |