8-KMaterial AgreementsFinancial Events

TRAVELERS COMPANIES, INC. 8-K Report, Material Agreement (Jun 15, 2010)

Filed June 15, 2010For Securities:TRV

Summary

This Form 8-K filing by The Travelers Companies, Inc. (TRV) on June 15, 2010, details the entry into a new $1.0 billion three-year revolving credit agreement, effective June 10, 2010. This new facility replaces an existing $1.0 billion five-year agreement and provides the company with significant liquidity for general corporate purposes. The agreement includes provisions for potential up to a $1.5 billion increase, subject to lender consent. The credit agreement also outlines key financial covenants designed to maintain the company's financial health. These include maintaining a minimum consolidated net worth relative to goodwill and intangible assets, and a maximum debt-to-net worth ratio. These covenants are important indicators of financial stability and operational flexibility for investors.

Key Highlights

  • 1The Travelers Companies, Inc. entered into a new $1.0 billion three-year revolving credit agreement on June 10, 2010.
  • 2This new credit facility replaces a previous $1.0 billion five-year agreement.
  • 3The credit agreement has an expiration date of June 10, 2013, with an option for extension.
  • 4The company has the option to increase the credit facility to a maximum of $1.5 billion, subject to lender approval.
  • 5Borrowings under the agreement are designated for general corporate purposes.
  • 6Key financial covenants include maintaining a minimum consolidated net worth over goodwill/intangibles and a maximum debt-to-net worth ratio.
  • 7Interest rates on borrowings are variable, based on base rate or Eurodollar rate plus specified margins.

Frequently Asked Questions

The primary purpose of this 8-K filing is to report the entry into a new material definitive agreement, specifically a $1.0 billion three-year revolving credit agreement, by The Travelers Companies, Inc.

The new revolving credit agreement is for $1.0 billion and has a term of three years, scheduled to expire on June 10, 2013.

Yes, the credit agreement includes financial covenants that the company must maintain, such as minimum consolidated net worth requirements and a maximum debt-to-net worth ratio. Borrowings are for general corporate purposes, and the agreement includes customary restrictive covenants and events of default.

Yes, the company has the option to request an increase in the credit facility up to a maximum of $1.5 billion, provided lenders consent and certain conditions are met.