The Travelers 401(K) Savings Plan — Form 5500 plan (Travelers Companies, Inc.)
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 Travelers 401(K) Savings Plan is a benefit plan reported by Travelers Companies, Inc. under EIN 41-0518860 and plan number 002. The latest loaded filing year is 2023. The filing reports 41,112 participants and $9,215,838,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Travelers Companies, Inc.
- EIN
- 41-0518860
- Plan number
- 002
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 41,112
- End-of-year plan assets
- $9,215,838,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41,112 | H, C | 20240925150741NAL0029483794001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,215,838,883
- Total liabilities (EOY)
- $4,719,251
- Net assets (EOY)
- $9,211,119,632
- Net assets (BOY)
- $8,002,878,542
Income & contributions
- Employer contributions
- $145,806,027
- Participant contributions
- $321,867,537
- Total contributions
- $516,889,641
- Total income / additions
- $1,814,026,503
Expenses & distributions
- Benefits paid
- $609,804,735
- Administrative expenses
- $3,279,725
- Total expenses
- $613,261,997
- Net increase / (decrease)
- $1,200,764,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $2,145,857 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $1,081,374 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trust | NONE | $123,067 | $0 | 2023 |
| Compsight, LLC | NONE | $113,005 | not reported in the loaded dataset | 2023 |
| Genesis, Corp | NONE | $30,163 | not reported in the loaded dataset | 2023 |
| Curcio Webb, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Marudas Graphics, Inc | NONE | $17,377 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co., LLC | NONE | $11,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Travelers Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- State Street Global Advisor Trust — Schedule C compensation
- Compsight, LLC — Schedule C compensation
- Genesis, Corp — Schedule C compensation
- Curcio Webb, LLC — Schedule C compensation
- Marudas Graphics, Inc — Schedule C compensation
- Qdro Consultants Co., LLC — Schedule C compensation