Plan Ledger DOL Form 5500 · updated monthly

Trupanion Managers USA, Inc.401(k)

TRUPANION 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Trupanion Managers USA, Inc. reported $20,347 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 511th-largest of 1,714 plans among Washington employers on file, and the 697th of 3,341 in other services. active participation has shrunk from 1,005 to 873 since 2022.

Plan summary
Net assets, end of year$31,129,283
Participants with balances1,073
Active participants873
Employer contributions—
Employee contributions$4,751,168
Employer contribution per active participant—
Average account balance$29,011
Benefits paid to participants$2,486,408
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 1,073 accts
2023$24.9M · 1,004 accts
2022$18.9M · 1,014 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,347
Total administrative$20,347
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
USI CONSULTING GROUP, INC. · Recordkeeping · Loan processing$20,347
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)$8,147

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$20,347 · 0.07%
2023$21,781 · 0.10%
2022$20,592 · 0.11%
Same employer
Similar plansOther Services · Washington
Columbia Hospitality, Inc. WA$43.8M · 0.63%
Crista Ministries WA$41.2M · 0.35%
Pacific Power Group, LLC WA$31.0M · 0.28%
Committee for Children WA$24.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383756263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.