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 |
|---|---|---|---|---|
| NEUBERGER BERMAN INVESTMENT ADVISER | NONE | $3,523,455 | — | $3,523,455 |
| EDGEWOOD MANAGEMENT LLC | NONE | $3,220,700 | — | $3,220,700 |
| NUVEEN ASSET MANAGEMENT, LLC | NONE | $1,889,005 | — | $1,889,005 |
| ARIEL INVESTMENTS, LLC | NONE | $694,164 | — | $694,164 |
| BROWN ADVISORY, LLC | NONE | $645,493 | — | $645,493 |
| TOWERS WATSON DELAWARE INC. | NONE | $563,163 | — | $563,163 |
| KAHN BROTHERS ADVISORS, LLC | NONE | $455,921 | — | $455,921 |
| EASTERLY INVESTMENT PARTNERS, LLC | NONE | $408,479 | — | $408,479 |
| FAEGRE DRINKER BIDDLE & REATH LLP | NONE | $268,189 | — | $268,189 |
| DWS INVESTMENT MANAGEMENT AMERICAS | NONE | $262,431 | — | $262,431 |
| JANUS HENDERSON INVESTORS LLC | NONE | $232,579 | — | $232,579 |
| AON CONSULTING, INC. | NONE | $212,717 | — | $212,717 |
| COMPSIGHT, LLC | NONE | $180,143 | — | $180,143 |
| FACTSET RESEARCH SYSTEMS INC. | NONE | $177,774 | — | $177,774 |
| JP MORGAN CHASE BANK, N.A. | NONE | $150,502 | — | $150,502 |
| MARUDAS GRAPHICS, INC. | NONE | $29,346 | — | $29,346 |
| GENESIS CORP | NONE | $18,840 | — | $18,840 |
| AGILIS PARTNERS LLC | NONE | $14,000 | — | $14,000 |
| KPMG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE INC. — NONE
- FAEGRE DRINKER BIDDLE & REATH LLP — NONE
- AON CONSULTING, INC. — NONE
- JP MORGAN CHASE BANK, N.A. — NONE
- KPMG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,946,901
- Estimated Expense Ratio: 0.306% 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 | $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 |