Massmutual Pension Plan — Form 5500 plan (Massachusetts Mutual Life Insurance Company)
Plain-English plan 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, Massmutual Pension Plan is a benefit plan reported by Massachusetts Mutual Life Insurance Company under EIN 04-1590850 and plan number 001. The latest loaded filing year is 2023. The filing reports 24,979 participants and $2,589,519,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Mutual Life Insurance Company
- EIN
- 04-1590850
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, MA
- Latest filing year
- 2023
- Participants
- 24,979
- End-of-year plan assets
- $2,589,519,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,979 | H, C | 20241015103912NAL0048877376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,589,519,071
- Total liabilities (EOY)
- $136,789,078
- Net assets (EOY)
- $2,452,729,993
- Net assets (BOY)
- $2,439,433,496
Income & contributions
- Total contributions
- $0
- Total income / additions
- $206,293,036
Expenses & distributions
- Benefits paid
- $184,546,652
- Administrative expenses
- $8,449,887
- Total expenses
- $192,996,539
- Net increase / (decrease)
- $13,296,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $1,232,237 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Invest Consulting Inc | INVESTMENT | $1,147,295 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | TRUSTEE | $216,313 | not reported in the loaded dataset | 2023 |
| Milliman | ACTUARY | $86,312 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Massachusetts Mutual Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Fid Inv Inst Ops Co — Schedule C compensation
- Aon Hewitt Invest Consulting Inc — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Milliman — Schedule C compensation