The Travelers Trusteed Employee Benefit 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 Trusteed Employee Benefit Plan is a benefit plan reported by Travelers Companies, Inc. under EIN 41-0518860 and plan number 508. The latest loaded filing year is 2023. The filing reports 31,985 participants and $1,818,315 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
- 508
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 31,985
- End-of-year plan assets
- $1,818,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31,985 | H, C | 20240925150954NAL0008448723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,818,315
- Total liabilities (EOY)
- $36,946,525
- Net assets (EOY)
- -$35,128,210
- Net assets (BOY)
- -$16,568,591
Income & contributions
- Employer contributions
- $273,336,526
- Participant contributions
- $142,074,084
- Total contributions
- $415,410,610
- Total income / additions
- $415,549,253
Expenses & distributions
- Benefits paid
- $415,147,197
- Administrative expenses
- $18,961,675
- Total expenses
- $434,108,872
- Net increase / (decrease)
- -$18,559,619
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $6,843,606 | $0 | 2023 |
| United Healthcare Services, Inc. | NONE | $6,102,215 | not reported in the loaded dataset | 2023 |
| Included Health, Inc. | NONE | $3,116,761 | not reported in the loaded dataset | 2023 |
| Bind Benefits, Inc. | NONE | $1,253,148 | not reported in the loaded dataset | 2023 |
| Personify Health | NONE | $1,032,614 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $712,367 | not reported in the loaded dataset | 2023 |
| Artemis Health, Inc | NONE | $240,647 | not reported in the loaded dataset | 2023 |
| Equifax Workforce Solutions | NONE | $184,149 | not reported in the loaded dataset | 2023 |
| Genesis Corp | NONE | $150,473 | not reported in the loaded dataset | 2023 |
| Healthequity, Inc. | NONE | $141,800 | not reported in the loaded dataset | 2023 |
| Health Strategy, LLC | NONE | $112,053 | not reported in the loaded dataset | 2023 |
| Workday, Inc. | NONE | $58,800 | not reported in the loaded dataset | 2023 |
| Mdx Medical, LLC | NONE | $8,031 | 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
- Anthem Insurance Companies, Inc. — Schedule C compensation
- United Healthcare Services, Inc. — Schedule C compensation
- Included Health, Inc. — Schedule C compensation
- Bind Benefits, Inc. — Schedule C compensation
- Personify Health — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Artemis Health, Inc — Schedule C compensation
- Equifax Workforce Solutions — Schedule C compensation
- Genesis Corp — Schedule C compensation
- Healthequity, Inc. — Schedule C compensation
- Health Strategy, LLC — Schedule C compensation
- Workday, Inc. — Schedule C compensation
- Mdx Medical, LLC — Schedule C compensation