Department of Labor filing

TALCOTT RESOLUTION LIFE, INC.

TALCOTT 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 2, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

94filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$10,584

Reported employer contributions per active participant.

Higher than about 94% of comparable plans

#People in the filing

565

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$19 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 93% of comparable plans

↗Investment performance

Not available

Plan assets changed 25.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202494out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions94th percentileTypical peer $3,548 · based on 226 comparable plans

Lower reported administrative expense93rd percentileTypical peer $100 · based on 223 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, TALCOTT RESOLUTION LIFE, INC. reported $5,980,212 in employer contributions across the plan and 565 active participants. That works out to $10,584 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy89%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 18.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context94/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $5,980,212
Participant contributions: $7,924,761
Other contributions: $846,676
Employer share of reported contributions: 43.0%
Beginning assets: $82,873,863
Ending assets: $103,703,660
Ending net assets: $103,703,660
Ending liabilities: $0
Total income: $26,548,881
Total expenses: $5,719,084
Administrative expenses: $11,056
Participant loans: $1,585,075

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$9,697

2023

$10,364

2024

$10,584

Plan-paid administrative expenses per participant

2022

$16

2023

$17

2024

$19

Active participants

2022

490

2023

533

2024

565

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$10,584	565	103.7M	20250902084617NAL0024170672001
2023	$10,364	533	82.9M	20241010165338NAL0010281411001
2022	$9,697	490	59.9M	20231003090027NAL0012195187001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 061470915-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 2018
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2G2J2K2F2T2S2E3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250902084617NAL0024170672001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗