Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Hartford Insurance Group
Hartford Insurance Group 401(k)
- HIG NYSE
- Finance and insurance
- Hartford, CT
- EIN 06-0383750
- 1 plan with Schedule H financials
- Plan year 2024
- The Hartford Insurance Group, Inc.
- filed as Hartford Fire Insurance Company
- SEC registrant Hartford Insurance Group, Inc.
Administrative expenses excluding investment management, per participant · The Hartford Investment and Savings Plan · plan year 2024
$9.28
Higher than 10% of the 1,045 plans over $1B that report it.
Source
= $288,000 / 31,023
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013155458NAL0000790179001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155458NAL0000790179001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Cost and contributions
Administrative expenses per participant
$238.15
Higher than 94% of the 1,076 plans over $1B that report it.
Source
= $7,388,000 / 31,023
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013155458NAL0000790179001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155458NAL0000790179001, received 2025-10-13
Administrative expenses as a share of assets
0.103%
Higher than 87% of the 1,076 plans over $1B that report it.
Source
= $7,388,000 / $7,183,243,000
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013155458NAL0000790179001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013155458NAL0000790179001, received 2025-10-13
Employer contributions per participant
$5,296
Higher than 71% of the 1,135 plans over $1B that report it.
Source
= $164,298,000 / 31,023
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013155458NAL0000790179001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155458NAL0000790179001, received 2025-10-13
Employer share of total contributions
40.4%
Higher than 76% of the 1,135 plans over $1B that report it.
Source
= $164,298,000 / $406,931,000
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013155458NAL0000790179001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013155458NAL0000790179001, received 2025-10-13
Plan terms, as stated in The Hartford Insurance Group, Inc.'s SEC filings
Employer match
“The Company's contributions include a non-elective contribution of 2% of eligible compensation (“Non-elective Company contributions”) and a dollar-for-dollar matching contribution of up to 6% of eligible compensation contributed by the Member each pay period (“Matching Company contributions”).”
Form 11-K filed 2026-06-23, for the year ended 2025-12-31 · plan description note, contributions · source document
Vesting
“Members are 100% vested in Matching Company contributions and Non-Elective Company contributions after two years of service.”
Form 11-K filed 2026-06-23, for the year ended 2025-12-31 · plan description note, vesting · source document
Automatic enrollment
“If Members do not elect otherwise, they are automatically enrolled to make before-tax contributions equal to 6% of eligible compensation.”
Form 11-K filed 2026-06-23, for the year ended 2025-12-31 · plan description note, contributions · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013155458NAL0000790179001, received 2025-10-13
Full record, The Hartford Investment and Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HARTFORD FIRE INSURANCE COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Plan name | THE HARTFORD INVESTMENT AND SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Sponsor EIN / plan number | 06-0383750 / 100 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Sponsor location | HARTFORD, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Industry (business code) | 524290, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Participants, beginning of year | 31,128 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Active participants | 18,645 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Participants, end of year | 31,062 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Participants with an account balance | 31,023 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Total assets, beginning of year | $6,478,512,000 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Total assets, end of year | $7,183,243,000 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Net assets, end of year | $7,181,997,000 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Total income | $1,342,773,000 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Net income | $704,649,000 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Employer contributions | $164,298,000 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Participant contributions | $208,920,000 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $33,713,000 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Total contributions | $406,931,000 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Benefit payments | $630,616,000 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $638,124,000 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Total administrative expenses | $7,388,000 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Investment advisory and management fees | $7,100,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Administrative expenses excluding investment management | $288,000 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Held in common/collective trusts | $5,114,168,000 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Held in mutual funds | $961,794,000 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013155458NAL0000790179001, received 2025-10-13 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013155458NAL0000790179001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013155458NAL0000790179001, received 2025-10-13.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | NONE | 26 Investment advisory (participants); 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $2,406,191 | no |
| LOOMIS SAYLES TRUST COMPANY | NONE | 28 Investment management; 68 Soft dollars commissions | $1,596,143 | yes |
| J.P. MORGAN INVESTMENT MGMT INC | NONE | 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $681,256 | no |
| CHARTWELL INVESTMENT PARTNERS | NONE | 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan; 68 Soft dollars commissions | $648,968 | yes |
| INSIGHT NORTH AMERICA, LLC | NONE | 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $547,538 | no |
| LEEWARD INVESTMENTS, LLC | NONE | 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan; 68 Soft dollars commissions | $516,924 | yes |
| T. ROWE PRICE ASSOCIATES, INC. | NONE | 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan; 68 Soft dollars commissions | $481,477 | no |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | 37 Participant loan processing; 49 Other services; 99 Other fees | $288,422 | yes |
| STATE STREET BANK AND TRUST COMPANY | NONE | 19 Custodial (securities); 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 50 Direct payment from the plan; 62 Float revenue; 63 Distribution (12b-1) fees; 99 Other fees | $120,041 | no |
| STATE STREET GLOBAL ADVISORS TRUST | NONE | 18 Custodial (other than securities); 19 Custodial (securities); 51 Investment management fees paid directly by plan; 52 Investment management fees paid indirectly by plan | $74,418 | yes |
| BLACKROCK INSTITUTIONAL TRUST | NONE | 28 Investment management; 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $26,831 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013155458NAL0000790179001, received 2025-10-13.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $6,478,512,000 | $7,183,243,000 | 10.9% |
| Participants with a balance | 30,821 | 31,023 | 0.7% |
| Administrative expenses | $6,500,000 | $7,388,000 | 13.7% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $155,960,000 | $164,298,000 | 5.3% |
Prior filing 20250703103447NAL0000514049001, received 2025-07-03; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: HARTFORD FIRE INSURANCE COMPANY; SEC registrant: HARTFORD INSURANCE GROUP, INC. (CIK 874766, matched by 11-K plan title; display name from the Form 11-K cover).