# Travelers Companies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/travelers-companies-inc-410518860-508

> Travelers Companies, INC.'s Health & Welfare plan: 30,716 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Travelers Companies, INC.

- **Sponsor EIN:** 410518860

- **Sponsor Address:** 385 WASHINGTON STREET, ST. PAUL, MN, 551021396

- **Plan Type:** Health & Welfare

- **Plan Number:** 508

- **Total Participants:** 30,716

- **Total Assets:** $19.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|30,716|$19.4M|$314.5M|$152.3M|

| 2023|30,362|$1.8M|$273.3M|$142.1M|

| 2022|29,749|$19.8M|$245.6M|$138.9M|

## 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|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$7,023,746|—|$7,023,746|

| ANTHEM INSURANCE COMPANIES, INC.|Other Service Provider|$6,804,445|—|$6,804,445|

| INCLUDED HEALTH, INC.|Other Service Provider|$2,899,941|—|$2,899,941|

| PRUDENTRX, LLC|Other Service Provider|$1,392,323|—|$1,392,323|

| PERSONIFY HEALTH|Other Service Provider|$773,398|—|$773,398|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$727,227|—|$727,227|

| CVS PHARMACY, INC|Other Service Provider|$493,525|—|$493,525|

| ARTEMIS HEALTH, INC|Other Service Provider|$323,288|—|$323,288|

| EQUIFAX, INC|Other Service Provider|$188,004|—|$188,004|

| GENESIS CORP|Other Service Provider|$166,374|—|$166,374|

| EXAMONE WORLD WIDE INC|Other Service Provider|$148,000|—|$148,000|

| HEALTHEQUITY, INC.|Other Service Provider|$132,849|—|$132,849|

| HEALTH STRATEGY, LLC|Other Service Provider|$111,729|—|$111,729|

| WORKDAY, INC.|Other Service Provider|$49,000|—|$49,000|

| WALKINGSPREE USA LTD|Other Service Provider|$29,681|—|$29,681|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,263,530

- **Estimated Expense Ratio:** 109.594% 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|$21,265,360|—|$21,265,360|—|—|

| 2023|$18,961,675|—|$18,961,675|—|—|

| 2022|$20,265,709|—|—|—|—|

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