LIBERTY MUTUAL GROUP INC. 401(k) Plan
What public Form 5500 filings show about the LIBERTY MUTUAL GROUP INC. 401(k) plan — and how to find and check your own account.
The LIBERTY MUTUAL GROUP INC. 401(k) on its latest Form 5500
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.
Who runs the LIBERTY MUTUAL GROUP INC. 401(k)?
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, STRATEGIC ADVISORS, WILLIAM BLAIR & CO, DANIEL DENNIS, BAILLIE GIFFORD OVERSEAS, DANIEL DENNIS CO.
How to check your LIBERTY MUTUAL GROUP INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LIBERTY MUTUAL GROUP INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).