Plan Snapshot
- Plan Sponsor: Travelers Companies, INC.
- Sponsor EIN: 410518860
- Sponsor Address: 385 WASHINGTON STREET, ST. PAUL, MN, 551021396
- Plan Type: DB
- Total Participants: 27,531
- Total Assets: $4.2B
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 | 27,531 | $4.2B | $0 | $0 |
| 2023 | 27,092 | $4.2B | $0 | $0 |
| 2022 | 24,716 | $3.9B | $0 | $0 |
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 |
|---|---|---|---|---|
| KPMG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $18,471,895 | $11,333,828 | $18,840 | — | — |
| 2023 | $16,068,867 | $9,464,647 | $20,942 | — | — |
| 2022 | $15,828,507 | $9,526,672 | $233,315 | — | $1,112,985 |