The Hartford Investment And Savings Plan — Form 5500 plan (Hartford Fire Insurance Company)
Plain-English plan 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, The Hartford Investment And Savings Plan is a benefit plan reported by Hartford Fire Insurance Company under EIN 06-0383750 and plan number 100. The latest loaded filing year is 2023. The filing reports 31,403 participants and $6,478,512,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hartford Fire Insurance Company
- EIN
- 06-0383750
- Plan number
- 100
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 31,403
- End-of-year plan assets
- $6,478,512,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31,403 | H, C | 20250703103447NAL0000514049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,478,512,000
- Total liabilities (EOY)
- $1,164,000
- Net assets (EOY)
- $6,477,348,000
- Net assets (BOY)
- $5,613,907,000
Income & contributions
- Employer contributions
- $155,960,000
- Participant contributions
- $202,188,000
- Total contributions
- $384,400,000
- Total income / additions
- $1,358,319,000
Expenses & distributions
- Benefits paid
- $488,239,000
- Administrative expenses
- $6,500,000
- Total expenses
- $494,878,000
- Net increase / (decrease)
- $863,441,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edelman Financial Engines, LLC | NONE | $2,115,957 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $1,348,381 | $14,851 | 2023 |
| J.P. Morgan Investment Mgmt Inc | NONE | $634,518 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $589,737 | $25,758 | 2023 |
| Leeward Investments, LLC | NONE | $470,247 | $2,179 | 2023 |
| Insight North America, LLC | NONE | $467,397 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $445,771 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $261,782 | $0 | 2023 |
| State Street Global Advisors Trust | NONE | $62,188 | $2,267 | 2023 |
| Northeast Retirement Services | NONE | $53,957 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | NONE | $30,190 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $17,051 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hartford Fire Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Edelman Financial Engines, LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- J.P. Morgan Investment Mgmt Inc — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Leeward Investments, LLC — Schedule C compensation
- Insight North America, LLC — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Northeast Retirement Services — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation