Liberty Mutual 401(K) Plan — Form 5500 plan (Liberty Mutual Group Inc.)
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, Liberty Mutual 401(K) Plan is a benefit plan reported by Liberty Mutual Group Inc. under EIN 04-3583679 and plan number 002. The latest loaded filing year is 2023. The filing reports 55,320 participants and $10,556,596,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Mutual Group Inc.
- EIN
- 04-3583679
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 55,320
- End-of-year plan assets
- $10,556,596,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 55,320 | H, C | 20241007115114NAL0016012145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,556,596,852
- Total liabilities (EOY)
- $719,316,358
- Net assets (EOY)
- $9,837,280,494
- Net assets (BOY)
- $8,496,030,281
Income & contributions
- Employer contributions
- $140,106,943
- Participant contributions
- $403,776,163
- Total contributions
- $588,645,709
- Total income / additions
- $2,080,168,577
Expenses & distributions
- Benefits paid
- $727,829,326
- Administrative expenses
- $10,678,741
- Total expenses
- $738,918,364
- Net increase / (decrease)
- $1,341,250,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Mgmt Trust Co | NONE | $3,057,861 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $1,520,469 | not reported in the loaded dataset | 2023 |
| Baillie Gifford Overseas Limited | NONE | $1,358,946 | $0 | 2023 |
| Pacific Investment Management Co | NONE | $1,174,341 | not reported in the loaded dataset | 2023 |
| Eaton Vance | NONE | $879,591 | not reported in the loaded dataset | 2023 |
| William Blair & Co | NONE | $798,179 | $0 | 2023 |
| Blackrock Institutional Trust Co | NONE | $741,812 | $0 | 2023 |
| Cardinal Capital Mgmt, LLC | NONE | $485,447 | $0 | 2023 |
| Rocaton | NONE | $216,003 | not reported in the loaded dataset | 2023 |
| Galliard Capital Management, Inc | NONE | $148,215 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | NONE | $34,593 | not reported in the loaded dataset | 2023 |
| Daniel Dennis | NONE | $16,270 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Mutual Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fid Mgmt Trust Co — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Baillie Gifford Overseas Limited — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Eaton Vance — Schedule C compensation
- William Blair & Co — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Cardinal Capital Mgmt, LLC — Schedule C compensation
- Rocaton — Schedule C compensation
- Galliard Capital Management, Inc — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Daniel Dennis — Schedule C compensation