Retirement plan

THE HARTFORD INVESTMENT AND SAVINGS PLAN

Name: HARTFORD FIRE INSURANCE COMPANY - THE HARTFORD INVESTMENT AND SAVINGS PLAN (2020) Form 5500
Creator: HARTFORD FIRE INSURANCE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HARTFORD INVESTMENT AND SAVINGS PLAN, HARTFORD FIRE INSURANCE COMPANY

HARTFORD FIRE INSURANCE COMPANYEIN 06-0383750Plan #100PY 2020

ONE HARTFORD PLAZA, T-1-173-1R - HARTFORD, CT 06115860-547-5000

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 19, 2004 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$5802M

+12.3% from 2019

Total participants

31,050

-2.5% from 2019

Average account balance

$187,173

+14.6% from 2019

Annual return

12.36%

-11.30 pp from 2019

Benchmarks

See 76 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants>=10,000

Cohort76 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.18B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$232K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

31,023

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$373.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$238

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 27 · EIN 47-5324976	Advisory (Plan)	$2,152,730
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030	Investment Management	$1,240,262
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864	Investment Management	$491,117
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948	Investment Management	$413,224
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 15 · EIN 04-2647786	Recordkeeping	$230,131
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445	Bank Trustee	$61,809
STATE STREET GLOBAL ADVISORS1 year Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137	Investment management fees paid direc...	$54,421

Plan features & details

Pension benefit codes2F2G2I2J2K2O2S2T3F3H

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6.1M

$335 / participant

Investment mgmt$6M96.1%
Other / not subdivided$235K3.9%

% of EOY assets

0.105%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$187,173

$139,268+34.4%

$177,840+5.2%

$106,273+76.1%

Participation rate

99.7%

91.6%+8.1pp

87.7%+12.0pp

70.8%+28.9pp

Annual return

12.36%

17.20%-4.8pp

48.32%-36.0pp

21.70%-9.3pp

Employer contribution / active EE

$7,758

$4,832+60.5%

$5,919+31.1%

$2,722+185.0%

Participant deferral / active EE

$9,935

$7,227+37.5%

$7,714+28.8%

$4,601+115.9%

Admin fee / account holder

$197

$97+103.1%

$12,431-98.4%

$78+151.0%

Provider

Service type

Compensation

FINANCIAL ENGINES3 years

Filed as: EDELMAN FINANCIAL ENGINES, LLC

Service code 27 · EIN 47-5324976

Advisory (Plan)

$2,152,730

LOOMIS SAYLES5 years

Filed as: LOOMIS, SAYLES & COMPANY, L.P.

Service code 28 · EIN 04-3200030

Investment Management

$1,240,262

THE BANK OF NEW YORK MELLON3 years

Filed as: MELLON INVESTMENTS CORPORATION

Service code 28 · EIN 25-1442864

Investment Management

$491,117

T ROWE PRICE RPS INC4 years

Filed as: T. ROWE PRICE ASSOCIATES, INC.

Service code 28 · EIN 52-0556948

Investment Management

$413,224

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 15 · EIN 04-2647786

Recordkeeping

$230,131

STATE STREET GLOBAL ADVISORS6+ years

Filed as: STATE STREET BANK AND TRUST COMPANY

Service code 21 · EIN 04-1867445

Bank Trustee

$61,809

STATE STREET GLOBAL ADVISORS1 year

Filed as: STATE STREET GLOBAL ADVISORS TRUST

Service code 18 · EIN 81-4017137

Investment management fees paid direc...

$54,421

THE HARTFORD INVESTMENT AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HARTFORD INVESTMENT AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion