2023 Form 5500 filing — Liberty Mutual 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007115114NAL0016012145001) for Liberty Mutual 401(K) Plan, reported by Liberty Mutual Group Inc. under EIN 04-3583679 and plan number 002. It reports 55,320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007115114NAL0016012145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Mutual Group Inc.
- EIN
- 04-3583679
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 55,320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,556,596,852
- Total liabilities (EOY)
- $719,316,358
- Net assets (EOY)
- $9,837,280,494
- Employer contributions
- $140,106,943
- Participant contributions
- $403,776,163
- Total income / additions
- $2,080,168,577
- Benefits paid
- $727,829,326
- Administrative expenses
- $10,678,741
- Total expenses
- $738,918,364
- Net increase / (decrease)
- $1,341,250,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Mgmt Trust Co | NONE | $3,057,861 | $0 |
| Strategic Advisors, Inc. | NONE | $1,520,469 | not reported in the loaded dataset |
| Baillie Gifford Overseas Limited | NONE | $1,358,946 | $0 |
| Pacific Investment Management Co | NONE | $1,174,341 | not reported in the loaded dataset |
| Eaton Vance | NONE | $879,591 | not reported in the loaded dataset |
| William Blair & Co | NONE | $798,179 | $0 |
| Blackrock Institutional Trust Co | NONE | $741,812 | $0 |
| Cardinal Capital Mgmt, LLC | NONE | $485,447 | $0 |
| Rocaton | NONE | $216,003 | not reported in the loaded dataset |
| Galliard Capital Management, Inc | NONE | $148,215 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | NONE | $34,593 | not reported in the loaded dataset |
| Daniel Dennis | NONE | $16,270 | not reported in the loaded dataset |