The Travelers Retiree Medical 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 Retiree Medical Plan is a benefit plan reported by Travelers Companies, Inc. under EIN 41-0518860 and plan number 523. The latest loaded filing year is 2023. The filing reports 1,953 participants and $25,659,236 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
- 523
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 1,953
- End-of-year plan assets
- $25,659,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,953 | H, C | 20240925151101NAL0014535265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,659,236
- Total liabilities (EOY)
- $208,427
- Net assets (EOY)
- $25,450,809
- Net assets (BOY)
- $24,517,818
Income & contributions
- Employer contributions
- $4,229,441
- Participant contributions
- $1,526,230
- Total contributions
- $5,755,671
- Total income / additions
- $5,985,733
Expenses & distributions
- Benefits paid
- $4,642,788
- Administrative expenses
- $409,954
- Total expenses
- $5,052,742
- Net increase / (decrease)
- $932,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cvs Pharmacy, Inc. | NONE | $292,141 | not reported in the loaded dataset | 2023 |
| Healthequity, Inc. | NONE | $60,859 | not reported in the loaded dataset | 2023 |
| Equifax Workforce Solutions | NONE | $20,461 | not reported in the loaded dataset | 2023 |
| Health Strategy, LLC | NONE | $19,774 | not reported in the loaded dataset | 2023 |
| Genesis Corp | NONE | $16,719 | 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
- Cvs Pharmacy, Inc. — Schedule C compensation
- Healthequity, Inc. — Schedule C compensation
- Equifax Workforce Solutions — Schedule C compensation
- Health Strategy, LLC — Schedule C compensation
- Genesis Corp — Schedule C compensation