What public Form 5500 filings show about the Liberty Mutual Group Inc. 401(k) plan — and how to find and check your own account.
Liberty Mutual Group Inc. (EIN 04-3583679) reports LIBERTY MUTUAL 401(K) PLAN on its most recent Form 5500, with $11.4B in plan assets across 31,562 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Liberty Mutual Group Inc. filing — schedules, fees, and providers.
Liberty Mutual Group Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Liberty Mutual Group Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FID INV INST OPS CO, BLACKROCK INSTITUTIONAL TRUST CO, BAILLIE GIFFORD OVERSEAS, PACIFIC INVESTMENT MANAGEMENT CO, ROCATON, EATON VANCE.
