Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TRAVELERS COMPANIES, INC.
EIN 41-0518860Finance and InsuranceLatest filing 2024
Plans
6
Retirement
2
$14.62B assets
Welfare
4
$40.6M premiums
Participants
183,443
385 WASHINGTON STREET - ST. PAUL, MN 551021396800-441-4378
Retirement portfolio analytics
2 plans aggregated / $14.62B assets / 88,001 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $40.6M premiums / 97,219 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$23.4M
- Life$19.9M
- Long-term disability$12.0M
- Vision$3.3M
- Short-term disability$1.1M
- Health$832K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- METROPOLITAN LIFE INSURANCE COMPANY90%
- FIDELITY SECURITY LIFE INSURANCE COMPANY8%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
90%top
- WILLIS TOWERS WATSON US LLC90%
- AON CONSULTING INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE TRAVELERS 401(K) SAVINGS PLAN
ESOP
Assets$10.39B
Participants42,215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE TRAVELERS PENSION PLAN
CashBalance
Assets$4.24B
Participants45,786
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
THE TRAVELERS TRUSTEED EMPLOYEE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$19.9M
Covered lives51,291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
TRAVELERS NON-TRUSTEED EMPLOYEE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$19.8M
Covered lives43,467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
THE TRAVELERS RETIREE MEDICAL PLAN
Fully Insured - SIERRA HEALTH AND LIFE INSURANCE CO, INC
Premiums$832K
Covered lives2,461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
THE TRAVELERS SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE TRAVELERS 401(K) SAVINGS PLAN | ESOP | $10.39B | 42,215 | 2024 | |
| 001 | THE TRAVELERS PENSION PLAN | CashBalance | $4.24B | 45,786 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | THE TRAVELERS TRUSTEED EMPLOYEE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $19.9M | 51,291 | 2024 | |
| 509 | TRAVELERS NON-TRUSTEED EMPLOYEE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $19.8M | 43,467 | 2024 | |
| 523 | THE TRAVELERS RETIREE MEDICAL PLAN | Fully Insured | SIERRA HEALTH AND LIFE INSURANCE CO, INC | $832K | 2,461 | 2024 | |
| 514 | THE TRAVELERS SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans