# Travelers Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/travelers-companies-inc-410518860-523

> Travelers Companies, INC.'s 401(k) plan: 1,845 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:** 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|—|—|—|—|

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