# Travelers Companies, INC. DB Plan
Source: https://planprovider.pro/companies/travelers-companies-inc-plan-001

> Travelers Companies, INC.'s DB plan: 27,531 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:** 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.](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [FAEGRE DRINKER BIDDLE & REATH LLP](https://planprovider.pro/provider/faegre-drinker-biddle-and-reath-llp) — NONE

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — NONE

- [JP MORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [KPMG, LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Travelers Companies, INC.](https://planprovider.pro/companies/travelers-companies-inc-401k-plan) — 30,785 participants

- [Azoa Services Corporation](https://planprovider.pro/companies/azoa-services-corporation-401k-plan) — 4,904 participants

- [Intact Services Usa LLC](https://planprovider.pro/companies/intact-services-usa-llc-401k-plan) — 1,637 participants

- [Western National Mutual Insurance Co](https://planprovider.pro/companies/western-national-mutual-insurance-co-401k-plan) — 801 participants

- [Sfm Mutual Insurance Company](https://planprovider.pro/companies/sfm-mutual-insurance-company-401k-plan) — 353 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/travelers-companies-inc-plan-001)

© 2026 PlanProvider.Pro