How big is Trupanion Managers USA, Inc.'s plan?

Trupanion Managers USA, Inc.'s plan reported $31.1M in assets and 873 participants for 2024.

Original filing (PDF)20250903083400NAL0008949523001

Trupanion Managers USA, Inc.

Name: Trupanion Managers USA, Inc. — Trupanion 401(k) Plan, Form 5500 (2024)
Creator: Trupanion Managers USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trupanion 401(k) Plan

401(k) retirement plan · Trupanion Managers USA, Inc.'s Trupanion 401(k) Plan held $31.1M in plan assets for 873 participants in 2024.

Signals · 2

Late participant contributionsNo ERISA fidelity bond

Active participants

873

Accounts w/ balance

1,073

Plan assets (EOY)

$31.1M

Net assets (EOY)

$31.1M

People on this filing

Rachel Mulvihill signed Trupanion Managers USA, Inc.'s 2024 Form 5500 as plan administrator.

Rachel Mulvihill — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trupanion Managers USA, Inc.'s EIN is 38-3756263.

EIN 38-3756263

Plan number 001

Plan year 2024

ACK ID 20250903083400NAL0008949523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trupanion Managers USA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trupanion Managers USA, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
No ERISA fidelity bond reported.

Plan sponsor

Name

TRUPANION MANAGERS USA, INC.

EIN

all filings

Address

6100 4TH AVENUE SOUTH, SUITE 200 · SEATTLE, WA · 98108

Phone

(888) 738-7478

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP, INC.	06-1053228	GLASTONBURY, CT	NONE	$20K	—
CHARLES SCHWAB TRUST BANK	82-3967259	—	NONE	$8K	—

Investments

33 direct securities· $30.9M(99% of reported assets)

Mutual Funds

$28.4M

31 holdings

Common Collective Trusts

$2.2M

1 holding

Bonds / Notes

$251K

1 holding

					% of plan
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$6.0M	19.4%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$5.3M	17.0%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$4.1M	13.2%
Vanguard 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.2M	7.2%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$2.0M	6.5%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$1.8M	5.7%
Vanguard Growth Index Mutual Fund	Mutual Funds	—	—	$1.6M	5.1%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$978K	3.1%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$738K	2.4%
Vanguard Total International Stock Index Mutual Fund	Mutual Funds	—	—	$693K	2.2%
Vanguard Value Index Mutual Fund	Mutual Funds	—	—	$509K	1.6%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$443K	1.4%
Vanguard Total Bond Market Index Mutual Fund	Mutual Funds	—	—	$427K	1.4%
Vanguard Midcap Growth Index Mutual Fund	Mutual Funds	—	—	$415K	1.3%
Dfa U.S. Small Cap Value Mutual Fund	Mutual Funds	—	—	$379K	1.2%
Vanguard Balanced Index Mutual Fund	Mutual Funds	—	—	$307K	1.0%
Vanguard Selected Value Mutual Fund	Mutual Funds	—	—	$286K	0.9%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$279K	0.9%
Dfa U.S. Micro Cap Mutual Fund	Mutual Funds	—	—	$278K	0.9%
Vanguard Mid-Cap Index Mutual Fund	Mutual Funds	—	—	$271K	0.9%
Dfa Intl Small Company Mutual Fund	Mutual Funds	—	—	$260K	0.8%
Participant loans Rates from 4.25% to 9.50% - 0 -	Bonds / Notes	—	—	$251K	0.8%
Dfa Emerging Markets Core Equity Mutual Fund	Mutual Funds	—	—	$246K	0.8%
Vanguard Small Cap Growth Index Mutual Fund	Mutual Funds	—	—	$234K	0.8%
Vanguard Small Cap Index Mutual Fund	Mutual Funds	—	—	$207K	0.7%
Vanguard Real Estate Index Mutual Fund	Mutual Funds	—	—	$175K	0.6%
Schwab Gov'T Money Fund Mutual Fund	Mutual Funds	—	—	$164K	0.5%
Dfa Inflation Protected Secs Mutual Fund	Mutual Funds	—	—	$125K	0.4%
Vanguard Short Term Bond Mutual Fund	Mutual Funds	—	—	$105K	0.3%
Dfa U.S. Sustainability Core Mutual Fund	Mutual Funds	—	—	$30K	<0.1%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$27K	<0.1%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$23K	<0.1%
Schwab Bank Sweep Mutual Fund	Mutual Funds	—	—	$8K	<0.1%