2023 Form 5500 filing — The Hartford Investment And Savings 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 20250703103447NAL0000514049001) for The Hartford Investment And Savings Plan, reported by Hartford Fire Insurance Company under EIN 06-0383750 and plan number 100. It reports 31,403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250703103447NAL0000514049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartford Fire Insurance Company
- EIN
- 06-0383750
- Plan number
- 100
- Location
- Hartford, CT
- Participants
- 31,403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,478,512,000
- Total liabilities (EOY)
- $1,164,000
- Net assets (EOY)
- $6,477,348,000
- Employer contributions
- $155,960,000
- Participant contributions
- $202,188,000
- Total income / additions
- $1,358,319,000
- Benefits paid
- $488,239,000
- Administrative expenses
- $6,500,000
- Total expenses
- $494,878,000
- Net increase / (decrease)
- $863,441,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edelman Financial Engines, LLC | NONE | $2,115,957 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $1,348,381 | $14,851 |
| J.P. Morgan Investment Mgmt Inc | NONE | $634,518 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $589,737 | $25,758 |
| Leeward Investments, LLC | NONE | $470,247 | $2,179 |
| Insight North America, LLC | NONE | $467,397 | not reported in the loaded dataset |
| T. Rowe Price Associates, Inc. | NONE | $445,771 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $261,782 | $0 |
| State Street Global Advisors Trust | NONE | $62,188 | $2,267 |
| Northeast Retirement Services | NONE | $53,957 | not reported in the loaded dataset |
| Blackrock Institutional Trust | NONE | $30,190 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $17,051 | not reported in the loaded dataset |