Plan Snapshot
- Plan Sponsor: Travelers Companies, INC.
- Sponsor EIN: 410518860
- Sponsor Address: 385 WASHINGTON STREET, ST. PAUL, MN, 551021396
- Plan Type: 401(k)
- Plan Number: 523
- Total Participants: 1,845
- Total Assets: $5.1M
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 | 1,845 | $5.1M | $3.9M | $1.4M |
| 2023 | 1,953 | $25.7M | $4.2M | $1.5M |
| 2022 | 2,067 | $24.7M | $5.2M | $1.9M |
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 |
|---|---|---|---|---|
| CVS PHARMACY, INC. | Other Service Provider | $278,586 | — | $278,586 |
| HEALTHEQUITY, INC. | Other Service Provider | $58,219 | — | $58,219 |
| EQUIFAX, INC | Other Service Provider | $20,889 | — | $20,889 |
| HEALTH STRATEGY, LLC | Other Service Provider | $19,717 | — | $19,717 |
| GENESIS CORP | Other Service Provider | $18,486 | — | $18,486 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $395,897
- Estimated Expense Ratio: 7.787% 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 | $395,897 | — | $395,897 | — | — |
| 2023 | $409,954 | — | $409,954 | — | — |
| 2022 | $377,174 | — | — | — | — |