2023 Form 5500 filing — The Travelers Pension 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 20240925150834NAL0005542723001) for The Travelers Pension Plan, reported by Travelers Companies, Inc. under EIN 41-0518860 and plan number 001. It reports 49,728 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925150834NAL0005542723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Travelers Companies, Inc.
- EIN
- 41-0518860
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 49,728
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,150,985,971
- Total liabilities (EOY)
- $1,865,551
- Net assets (EOY)
- $4,149,120,420
- Total income / additions
- $566,806,316
- Benefits paid
- $339,623,331
- Administrative expenses
- $16,068,867
- Total expenses
- $355,692,198
- Net increase / (decrease)
- $211,114,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neuberger Berman Investment Adviser | NONE | $3,032,104 | not reported in the loaded dataset |
| Edgewood Management LLC | NONE | $2,393,453 | $0 |
| Nuveen Asset Management, LLC | NONE | $1,562,674 | $0 |
| Ariel Investments, LLC | NONE | $633,217 | $0 |
| Brown Advisory LLC | NONE | $588,084 | $0 |
| Towers Watson Delaware Inc. | NONE | $525,152 | not reported in the loaded dataset |
| Kahn Brothers Advisors, LLC | NONE | $523,098 | not reported in the loaded dataset |
| Easterly Investments Partners, LLC | NONE | $342,649 | $0 |
| Faegre Drinker Biddle & Reath Llp | NONE | $297,353 | not reported in the loaded dataset |
| Janus Capital Management LLC | NONE | $198,272 | $0 |
| Dws Investment Management Americas | NONE | $187,898 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE | $185,476 | not reported in the loaded dataset |
| Compsight, LLC | NONE | $177,164 | not reported in the loaded dataset |
| Factset Research Systems Inc | NONE | $171,155 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, N.A. | NONE | $150,502 | $0 |
| Genesis Corp | NONE | $20,942 | not reported in the loaded dataset |
| Marudas Graphics, Inc. | NONE | $19,617 | not reported in the loaded dataset |
| Agilis Partners LLC | NONE | $14,000 | not reported in the loaded dataset |