Liberty Mutual Group Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 Group Inc. (EIN 04-3583679) is a plan sponsor located in Boston, MA with 18 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-3583679
- Location
- Boston, MA
- Loaded plans
- 18
- Total reported participants
- 484,391
- Total reported plan assets (EOY)
- $17,448,856,489
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Liberty Mutual 401(K) Plan | 002 | 55,320 | $10,556,596,852 | 2023 |
| Liberty Mutual Retirement Benefit Plan | 001 | 85,750 | $6,892,259,637 | 2023 |
| Liberty Mutual Employee Life Insurance Plan | 501 | 55,715 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Short Term Disability Plan | 510 | 37,554 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Work Life Solutions Plan | 518 | 37,554 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Long Term Disability Plan | 511 | 37,443 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Severance Plan | 507 | 37,328 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Dental Plan | 505 | 34,340 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Health Plan | 503 | 32,847 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Vision Care Plan | 515 | 27,349 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Accidental Death & Dismemberment Insurance Plan | 504 | 26,157 | not reported in the loaded dataset | 2023 |
| Liberty Mutual Post-65 Retiree Hra | 519 | 6,908 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Liberty Mutual Health Plan | 32,847 | — | 20241007112312NAL0026020080001 |
| 2023 | Liberty Mutual Post-65 Retiree Hra | 6,908 | — | 20241007113235NAL0008827379001 |
| 2023 | Liberty Mutual Severance Plan | 37,328 | — | 20241007113524NAL0030722242001 |
| 2023 | Liberty Mutual 401(K) Plan | 55,320 | H, C | 20241007115114NAL0016012145001 |
| 2023 | Liberty Mutual Retirement Benefit Plan | 85,750 | H, C | 20241011081929NAL0038175456001 |
| 2023 | Liberty Mutual Employee Life Insurance Plan | 55,715 | — | 20250904102655NAL0027281488001 |
| 2023 | Liberty Mutual Accidental Death & Dismemberment Insurance Plan | 26,157 | — | 20250904102733NAL0016177393001 |
| 2023 | Liberty Mutual Dental Plan | 34,340 | — | 20250904102802NAL0033503442001 |