Employer · plans filed under one EIN
Travelers Companies, Inc.
St. Paul, MN · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Travelers Companies, Inc., based in St. Paul, Minnesota, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 88,001 participant records and $14.6B in net assets.
The largest is The Travelers Pension Plan, a cash balance pension plan with 45,786 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $150M and participant contributions $338M in the latest plan years; benefits paid were $1.11B. Schedule C compensation reported to service provider organisations totalled $16.6M.
Combined net assets moved from $5.30B in 2009 to $14.6B in 2024 (up 176%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| The Travelers Pension Plan | cash balance pension plan | 2024 | 45,786 | $4.23B | $92,478 | — | $12.9M |
| The Travelers 401(k) Savings Plan | ESOP with a 401(k) feature | 2024 | 42,215 | $10.4B | $245,929 | $4,857 | $3.6M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 88,001 | $14.6B | $150M | $338M |
| 2023 | 2 | 89,164 | $13.4B | $146M | $322M |
| 2022 | 2 | 90,843 | $11.9B | $130M | $290M |
| 2021 | 2 | 88,732 | $14.4B | $123M | $274M |
| 2020 | 2 | 89,016 | $13.1B | $126M | $266M |
| 2019 | 2 | 88,806 | $11.7B | $116M | $250M |
| 2018 | 2 | 88,632 | $9.91B | $112M | $240M |
| 2017 | 2 | 88,998 | $10.7B | $611M | $234M |
| 2016 | 2 | 88,681 | $8.97B | $307M | $227M |
| 2015 | 2 | 88,035 | $8.31B | $203M | $219M |
| 2014 | 2 | 88,057 | $8.38B | $299M | $209M |
| 2013 | 2 | 93,597 | $7.92B | $98.1M | $206M |
| 2012 | 2 | 93,675 | $6.81B | $242M | $196M |
| 2011 | 2 | 93,386 | $6.06B | $306M | $198M |
| 2010 | 2 | 95,109 | $5.91B | $129M | $195M |
| 2009 | 2 | 94,026 | $5.30B | $284M | $188M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Neuberger Berman Investment Adviser | Investment management | 1 | $3,523,455 |
| Edgewood Management LLC | Investment management | 1 | $3,220,700 |
| Strategic Advisors, Inc. | Investment advisory (participants); Investment advisory (plan) | 1 | $2,496,245 |
| Nuveen Asset Management, LLC | Investment management | 1 | $1,889,005 |
| Fidelity Investments Institutional | Participant loan processing; Other services | 1 | $755,761 |
| Ariel Investments, LLC | Investment management | 1 | $694,164 |
| Brown Advisory, LLC | Investment management | 1 | $645,493 |
| Towers Watson Delaware Inc. | Recordkeeping and information management | 1 | $563,163 |
| Kahn Brothers Advisors, LLC | Investment management | 1 | $455,921 |
| Easterly Investment Partners, LLC | Investment management | 1 | $408,479 |
| Faegre Drinker Biddle & Reath LLP | Legal | 1 | $268,189 |
| DWS Investment Management Americas | Investment management | 1 | $262,431 |
| Janus Henderson Investors LLC | Investment management | 1 | $232,579 |
| Aon Consulting, Inc. | Actuarial | 1 | $212,717 |
| State Street Global Advisor Trust | Custodial (other than securities); Custodial (securities) | 1 | $138,663 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Travelers Companies, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Travelers Pension Plan and The Travelers 401(k) Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Travelers Companies, Inc. contribute to its plans?
$149,533,994 in employer contributions across these plans in their latest plan years, about $2,564 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Neuberger Berman Investment Adviser, Edgewood Management LLC, Strategic Advisors, Inc. and Nuveen Asset Management, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.