2023 Form 5500 filing — Liberty Mutual Retirement Benefit 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 20241011081929NAL0038175456001) for Liberty Mutual Retirement Benefit Plan, reported by Liberty Mutual Group Inc. under EIN 04-3583679 and plan number 001. It reports 85,750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011081929NAL0038175456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Mutual Group Inc.
- EIN
- 04-3583679
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 85,750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,892,259,637
- Total liabilities (EOY)
- $81,188,671
- Net assets (EOY)
- $6,811,070,966
- Employer contributions
- $136,000,000
- Total income / additions
- $720,260,131
- Benefits paid
- $642,646,882
- Administrative expenses
- $21,723,428
- Total expenses
- $664,370,310
- Net increase / (decrease)
- $55,889,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $4,262,333 | not reported in the loaded dataset |
| Blackrock Inst Trust Company, N.A. | NONE | $825,967 | $0 |
| Goldman Sachs Asset Management | NONE | $774,216 | $0 |
| The Bank Of New York Mellon | NONE | $458,757 | $0 |
| Aon Consulting | NONE | $373,690 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $251,597 | not reported in the loaded dataset |
| Cardinal Investment Advisors, LLC | NONE | $117,000 | not reported in the loaded dataset |
| Grant Thornton | NONE | $63,361 | not reported in the loaded dataset |
| Daniel Dennis Co. | NONE | $3,000 | not reported in the loaded dataset |