2023 Form 5500 filing — The Travelers Trusteed Employee Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925150954NAL0008448723001) for The Travelers Trusteed Employee Benefit Plan, reported by Travelers Companies, Inc. under EIN 41-0518860 and plan number 508. It reports 31,985 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925150954NAL0008448723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Travelers Companies, Inc.
- EIN
- 41-0518860
- Plan number
- 508
- Location
- St. Paul, MN
- Participants
- 31,985
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,818,315
- Total liabilities (EOY)
- $36,946,525
- Net assets (EOY)
- -$35,128,210
- Employer contributions
- $273,336,526
- Participant contributions
- $142,074,084
- Total income / additions
- $415,549,253
- Benefits paid
- $415,147,197
- Administrative expenses
- $18,961,675
- Total expenses
- $434,108,872
- Net increase / (decrease)
- -$18,559,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $6,843,606 | $0 |
| United Healthcare Services, Inc. | NONE | $6,102,215 | not reported in the loaded dataset |
| Included Health, Inc. | NONE | $3,116,761 | not reported in the loaded dataset |
| Bind Benefits, Inc. | NONE | $1,253,148 | not reported in the loaded dataset |
| Personify Health | NONE | $1,032,614 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $712,367 | not reported in the loaded dataset |
| Artemis Health, Inc | NONE | $240,647 | not reported in the loaded dataset |
| Equifax Workforce Solutions | NONE | $184,149 | not reported in the loaded dataset |
| Genesis Corp | NONE | $150,473 | not reported in the loaded dataset |
| Healthequity, Inc. | NONE | $141,800 | not reported in the loaded dataset |
| Health Strategy, LLC | NONE | $112,053 | not reported in the loaded dataset |
| Workday, Inc. | NONE | $58,800 | not reported in the loaded dataset |
| Mdx Medical, LLC | NONE | $8,031 | not reported in the loaded dataset |