The Travelers Pension Plan
Sponsored by Travelers Companies, Inc. · EIN 410518860 · Plan #001
- Total assets
- $4.2B
- Net assets
- $4.2B
- Active participants
- 27,531
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Neuberger Berman Investment Advisers Llc CRD 124687 | fuzzy_auto · 99% | 2024 |
| Edgewood Management Llc CRD 106647 | deterministic · 100% | 2024 |
| Nuveen Asset Management, Llc CRD 155584 | deterministic · 100% | 2024 |
| Ariel Investments, Llc CRD 108211 | deterministic · 100% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
| Kahn Brothers Advisors Llc CRD 144368 | deterministic · 100% | 2024 |
| Easterly Investment Partners Llc CRD 299607 | deterministic · 100% | 2024 |
| Dws Investment Management Americas, Inc. CRD 104518 | deterministic · 100% | 2024 |
| Janus Henderson Investors Us Llc CRD 104652 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Neuberger Berman Investment Adviser | Investment management, Investment management fees (direct) | $3,523,455 |
| Edgewood Management Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $3,220,700 |
| Nuveen Asset Management, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,889,005 |
| Ariel Investments, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $694,164 |
| Brown Advisory, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $645,493 |
| Towers Watson Delaware Inc. | Recordkeeping, Direct payment from the plan | $563,163 |
| Kahn Brothers Advisors, Llc | Investment management, Investment management fees (direct) | $455,921 |
| Easterly Investment Partners, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $408,479 |
| Faegre Drinker Biddle & Reath Llp | Legal, Direct payment from the plan | $268,189 |
| Dws Investment Management Americas | Investment management, Investment management fees (direct) | $262,431 |
| Janus Henderson Investors Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $232,579 |
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $212,717 |
| Compsight, Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $180,143 |
| Factset Research Systems Inc. | Investment management, Direct payment from the plan | $177,774 |
| Jp Morgan Chase Bank, N.A. | Custodial (securities), Trustee (institutional), Direct payment from the plan | $150,502 |
| Marudas Graphics, Inc. | Copying and duplicating, Direct payment from the plan | $29,346 |
| Genesis Corp | Recordkeeping, Consulting (general), Direct payment from the plan | $18,840 |
| Agilis Partners Llc | Consulting (pension), Direct payment from the plan | $14,000 |