Plan Snapshot
- Plan Sponsor: Trupanion Managers Usa, INC.
- Sponsor EIN: 383756263
- Sponsor Address: 6100 4TH AVENUE SOUTH, SUITE 200, SEATTLE, WA, 98108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,166
- Total Assets: $42.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,166 | $42.8M | $0 | $0 |
| 2024 | 873 | $31.1M | $0 | $4.8M |
| 2023 | 916 | $24.9M | $0 | $4.5M |
| 2022 | 1,005 | $18.9M | $0 | $4.5M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | Other Service Provider | $16,177 | — | $16,177 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | $9,937 | — | $9,937 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,114
- Estimated Expense Ratio: 0.061% 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 |
|---|---|---|---|---|---|
| 2025 | $1,521,040 | — | — | — | — |
| 2024 | $20,347 | — | — | — | — |
| 2023 | $21,781 | — | — | — | — |
| 2022 | $20,592 | — | — | — | $13,666 |