2023 Form 5500 filing — The Travelers 401(K) 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 20240925150741NAL0029483794001) for The Travelers 401(K) Savings Plan, reported by Travelers Companies, Inc. under EIN 41-0518860 and plan number 002. It reports 41,112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925150741NAL0029483794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Travelers Companies, Inc.
- EIN
- 41-0518860
- Plan number
- 002
- Location
- St. Paul, MN
- Participants
- 41,112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,215,838,883
- Total liabilities (EOY)
- $4,719,251
- Net assets (EOY)
- $9,211,119,632
- Employer contributions
- $145,806,027
- Participant contributions
- $321,867,537
- Total income / additions
- $1,814,026,503
- Benefits paid
- $609,804,735
- Administrative expenses
- $3,279,725
- Total expenses
- $613,261,997
- Net increase / (decrease)
- $1,200,764,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $2,145,857 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $1,081,374 | not reported in the loaded dataset |
| State Street Global Advisor Trust | NONE | $123,067 | $0 |
| Compsight, LLC | NONE | $113,005 | not reported in the loaded dataset |
| Genesis, Corp | NONE | $30,163 | not reported in the loaded dataset |
| Curcio Webb, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Marudas Graphics, Inc | NONE | $17,377 | not reported in the loaded dataset |
| Qdro Consultants Co., LLC | NONE | $11,550 | not reported in the loaded dataset |