2023 Form 5500 filing — The Travelers Retiree Medical 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 20240925151101NAL0014535265001) for The Travelers Retiree Medical Plan, reported by Travelers Companies, Inc. under EIN 41-0518860 and plan number 523. It reports 1,953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925151101NAL0014535265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Travelers Companies, Inc.
- EIN
- 41-0518860
- Plan number
- 523
- Location
- St. Paul, MN
- Participants
- 1,953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,659,236
- Total liabilities (EOY)
- $208,427
- Net assets (EOY)
- $25,450,809
- Employer contributions
- $4,229,441
- Participant contributions
- $1,526,230
- Total income / additions
- $5,985,733
- Benefits paid
- $4,642,788
- Administrative expenses
- $409,954
- Total expenses
- $5,052,742
- Net increase / (decrease)
- $932,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cvs Pharmacy, Inc. | NONE | $292,141 | not reported in the loaded dataset |
| Healthequity, Inc. | NONE | $60,859 | not reported in the loaded dataset |
| Equifax Workforce Solutions | NONE | $20,461 | not reported in the loaded dataset |
| Health Strategy, LLC | NONE | $19,774 | not reported in the loaded dataset |
| Genesis Corp | NONE | $16,719 | not reported in the loaded dataset |