How big is Massachusetts Mutual Life Insurance Company's plan?

Massachusetts Mutual Life Insurance Company's plan reported $2.5B in assets and 10,957 participants for 2024.

Original filing (PDF)20251008153331NAL0005767217001

Massachusetts Mutual Life Insurance Company

Name: Massachusetts Mutual Life Insurance Company — Form 5500 Plan 001 (2024)
Creator: Massachusetts Mutual Life Insurance Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Massmutual Pension Plan

Defined-benefit pension plan · Massachusetts Mutual Life Insurance Company's Massmutual Pension Plan held $2.5B in plan assets for 10,957 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

16% employer stock

Active participants

10,957

Accounts w/ balance

—

Plan assets (EOY)

$2.5B

Net assets (EOY)

$2.4B

People on this filing

Jeffrey KUO signed Massachusetts Mutual Life Insurance Company's 2024 Form 5500 as plan administrator.

Jeffrey KUO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Massachusetts Mutual Life Insurance Company's EIN is 04-1590850.

EIN 04-1590850

Plan number 001

Plan year 2024

ACK ID 20251008153331NAL0005767217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Massachusetts Mutual Life Insurance Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Massachusetts Mutual Life Insurance Company's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

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How this plan invests

This plan

866 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

EIN

all filings

Address

1295 STATE STREET, F105 · SPRINGFIELD, MA · 011110001

Phone

(866) 662-6448

Industry

Finance & Insurance

Plan administrator

Name

PLAN ADMINISTRATIVE COMMITTEE

EIN

55-0915954

City

SPRINGFIELD, MA

Phone

(413) 744-4407

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

3J · U.S. plan covering Puerto Rico residents

Audit & trust (Schedule H)

Auditor

KPMG

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS CO	04-2647786	—	RECORDKEEPER	$1.2M	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
STATE STREET BANK AND TRUST COMPANY	04-1867445	—	TRUSTEE	$257K	—

Investments

866 direct securities· $2.7B(100% of reported assets)

Bonds / Notes

$972.0M

707 holdings

Other securities

$807.8M

66 holdings

Common Stocks

$453.1M

6 holdings

U.S. Treasuries

$386.6M

40 holdings

Mutual Funds

$59.6M

5 holdings

Cash / Money Market

$35.1M

10 holdings

Agency / Mortgage-Backed

$20.5M

20 holdings

Structured Credit (CLO/ABS)

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

PIMCO$50.9M State Street / SPDR$46.9M JPMorgan$14.6M Morgan Stanley$10.1M Fidelity$8.7M Wells Fargo / Allspring$4.9M Invesco$1.8M Voya$1.0M MetLife$811K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN	91-0675641	—	ACTUARY	$98K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON HEWITT INVEST CONSULTING INC	36-3109431	—	INVESTMENT	$1.2M	—

					% of plan
SR230907 IRS USD R F 4.39582 2 CCPOIS Other 4.3958% 3/19/2025	Bonds / Notes	—	$339.8M	$339.8M	13.6%
LONG DURATION CORP BD PORTFOLI MUTUAL FUNDS Mutual Funds	Common Stocks	—	$206.4M	$197.0M	7.9%
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY Fully Benefit Responsive Contract	Common Stocks	—	$143.0M	$143.0M	5.7%
SX003151 CDS USD R F 1.00000 2 CCPCDX Other 1.0000% 6/20/2029	Bonds / Notes	—	$68.4M	$68.4M	2.7%
US TREASURY N/B 08/52 3 Government Securities 3.0000% 8/15/2052	U.S. Treasuries	—	$66.6M	$65.1M	2.6%
SX003205 CDS USD R F 1.00000 2 CCPCDX Other 1.0000% 12/20/2029	Bonds / Notes	—	$56.9M	$56.9M	2.3%
JPMCB STRATEGIC PROPERTY FUND REIT Real Estate	Common Stocks	—	$35.4M	$47.9M	1.9%
SPDR PORTFOLIO S+P 1500 COMPOS SPDR PORTFOLIO S+P 1500 COMP Mutual Funds	Other securities	—	$45.4M	$46.9M	1.9%
PAAMCO NEWPORT MMPPT, LLC LIMITED PARTNERSHIP Limited Partnerships - Hedge	Other securities	—	$31.5M	$44.2M	1.8%
US TREASURY N/B 05/42 3.25 Government Securities 3.2500% 5/15/2042	U.S. Treasuries	—	$47.5M	$43.8M	1.8%
ONE WILLIAM STREET CAP PRN LIMITED PARTNERSHIP Limited Partnerships - Hedge	Other securities	—	$26.0M	$41.9M	1.7%
US TREASURY N/B 08/42 3.375 Government Securities 3.3750% 8/15/2042	U.S. Treasuries	—	$42.0M	$38.5M	1.5%
CLARION LION PROPERTIES FUND LP Limited Partnerships - Real Estate	Other securities	—	$30.7M	$35.5M	1.4%
US TREASURY N/B 11/43 4.75 Government Securities 4.7500% 11/15/2043	U.S. Treasuries	—	$36.0M	$34.9M	1.4%
CAPSTONE VOL (OFFSHORE) LTD Limited Partnerships - Hedge	Common Stocks	—	$27.0M	$33.9M	1.4%
ALPHADYNE INTERNATIONAL FUND Hedge Funds	Other securities	—	$20.8M	$33.9M	1.4%
STRATEGIC INVESTORS FUND VIII LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$10.8M	$31.1M	1.2%
PIMCO FDS PAC INVT MGMT SER ASSET BKD SECS PORTFOLIO Mutual Funds	Mutual Funds	—	$29.8M	$30.1M	1.2%
GRAHAM ABSOLUTE RETURN.CLS A RETURN LTD. CLASS A Limited Partnerships - Hedge	Common Stocks	—	$26.8M	$29.7M	1.2%
BX003204 CDS USD R V 03MEVENT 1 CCPCDX Other 1.0000% 12/20/2034	Bonds / Notes	—	$28.4M	$28.6M	1.1%
CANYON VALUE REALIZATION FUND LIMITED PARTNERSHIP Limited Partnerships - Hedge	Other securities	—	$21.0M	$28.2M	1.1%
IFM GLOBAL INFRASTRUCTURE L.P. LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$13.5M	$28.0M	1.1%
KLCP ERISA FUND E2 (US) LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$16.0M	$24.7M	1.0%
TRUMBULL PROPERTY INCOME FUND LIMITED PARTNERSHIP Limited Partnerships - Real Estate	Other securities	—	$20.0M	$24.2M	1.0%
GOLUB CAPITAL PARTNERS INTL 12 LP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$13.8M	$23.1M	0.9%
FORTRESS CREDIT OPPS V EXP (G) Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$17.1M	$20.5M	0.8%
SR224543 IRS USD R F 2.57000 2 CCPINFLATIONZERO Other 2.5700% 10/17/2028	Bonds / Notes	—	$19.5M	$19.9M	0.8%
BR224544 IRS USD R V 12MUSCPI 1 CCPINFLATIONZERO Other 1.0000% 10/17/2033	Bonds / Notes	—	$18.9M	$19.2M	0.8%
SWU01X939 IRS USD R F 4.22800 SWU01X939 CCPOIS Other 4.2280% 8/30/2025	Bonds / Notes	—	$17.9M	$17.9M	0.7%
GOVERNMENT STIF 18 Cash and short-term investments 4.2911% 12/31/2030	Cash / Money Market	—	$17.8M	$17.8M	0.7%
WEBSTER CAPITAL IV LP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$10.4M	$17.6M	0.7%
THOMA BRAVO FUND XII A LP LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$10.0M	$17.4M	0.7%
US TREASURY N/B 11/41 2 Government Securities 2.0000% 11/15/2041	U.S. Treasuries	—	$19.7M	$17.4M	0.7%
TRIVE CAPITAL FD III Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$8.5M	$17.1M	0.7%
GREATPOINT VENTURES INNOV II LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$8.8M	$16.9M	0.7%
BROOKFIELD CAP PRTNRS FUND III LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$14.1M	$16.4M	0.7%
THOMA BRAVO DISCOVER FUND III LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$12.0M	$16.2M	0.6%
ICON INFRA PARTNERS V LP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$13.3M	$15.3M	0.6%
HEITMAN AMERICA RE TRUST LP LIMITED PARTNERSHIP Limited Partnerships - Real Estate 759	Other securities	—	—	$15.2M	0.6%
SWU022J84 IRS AUD R F 4.50000 SWU022J84 CCPVANILLA Other 4.5000% 2/15/2034	Bonds / Notes	—	$15.1M	$14.2M	0.6%
US TREASURY N/B 05/44 4.625 Government Securities 4.6250% 5/15/2044	U.S. Treasuries	—	$14.3M	$14.2M	0.6%
ARES SENIOR DL FUND CAY IIB LP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$14.1M	$14.1M	0.6%
ARES CORPORATE OPPS FUND V Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$11.7M	$14.0M	0.6%
GENSTAR CAPITAL PARTNERS IX Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$7.6M	$13.8M	0.5%
US TREASURY N/B 11/52 4 Government Securities 4.0000% 11/15/2052	U.S. Treasuries	—	$14.7M	$13.6M	0.5%
MBK PARTNERS FUND V LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$10.4M	$13.3M	0.5%
STRATEGIC INVESTORS FUND X LIMITED PARTNERSHIP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$10.9M	$13.2M	0.5%
US TREASURY N/B 11/53 4.75 Government Securities 4.7500% 11/15/2053	U.S. Treasuries	—	$14.2M	$13.2M	0.5%
US TREASURY N/B 08/44 4.125 Government Securities 4.1250% 8/15/2044	U.S. Treasuries	—	$13.1M	$13.1M	0.5%
TRIVE CAPITAL FUND IV A LP Limited Partnerships - Private Equity/Venture Capital	Other securities	—	$9.7M	$12.7M	0.5%

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