Liberty Mutual Retirement Benefit 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 Retirement Benefit Plan is a benefit plan reported by Liberty Mutual Group Inc. under EIN 04-3583679 and plan number 001. The latest loaded filing year is 2023. The filing reports 85,750 participants and $6,892,259,637 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
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 85,750
- End-of-year plan assets
- $6,892,259,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85,750 | H, C | 20241011081929NAL0038175456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,892,259,637
- Total liabilities (EOY)
- $81,188,671
- Net assets (EOY)
- $6,811,070,966
- Net assets (BOY)
- $6,755,181,145
Income & contributions
- Employer contributions
- $136,000,000
- Total contributions
- $136,000,000
- Total income / additions
- $720,260,131
Expenses & distributions
- Benefits paid
- $642,646,882
- Administrative expenses
- $21,723,428
- Total expenses
- $664,370,310
- Net increase / (decrease)
- $55,889,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $4,262,333 | not reported in the loaded dataset | 2023 |
| Blackrock Inst Trust Company, N.A. | NONE | $825,967 | $0 | 2023 |
| Goldman Sachs Asset Management | NONE | $774,216 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $458,757 | $0 | 2023 |
| Aon Consulting | NONE | $373,690 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $251,597 | not reported in the loaded dataset | 2023 |
| Cardinal Investment Advisors, LLC | NONE | $117,000 | not reported in the loaded dataset | 2023 |
| Grant Thornton | NONE | $63,361 | not reported in the loaded dataset | 2023 |
| Daniel Dennis Co. | NONE | $3,000 | 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 Inv Inst Ops Co — Schedule C compensation
- Blackrock Inst Trust Company, N.A. — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Cardinal Investment Advisors, LLC — Schedule C compensation
- Grant Thornton — Schedule C compensation
- Daniel Dennis Co. — Schedule C compensation