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

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.

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.

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.

					% 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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