Original filing (PDF)20250912132825NAL0000846387001

LIBERTY SEGUROS

Name: LIBERTY SEGUROS — THE LIBERTY MUTUAL DEFINED CONTRIBUTION PLAN FOR PUERTO RICO EMPLOYEES, Form 5500 (2024)
Creator: LIBERTY SEGUROS

Form 5500-SF

FILING_RECEIVED

THE LIBERTY MUTUAL DEFINED CONTRIBUTION PLAN FOR PUERTO RICO EMPLOYEES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY SEGUROS.

Plan sponsor

Name

LIBERTY SEGUROS

EIN

04-1543470

Address

175 BERKELEY STREET · BOSTON, MA · 02117

Phone

(617) 357-9500

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

3C · Not intended to be qualified

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2S · Automatic enrollment

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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