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Original filing (PDF)20250919133507NAL0003621970001
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Form 5500
FILING_RECEIVED
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY AGENT PENSION PLAN
Defined-contribution retirement plan
Signals · 1
99% in single holding
Active participants
324
Accounts w/ balance
649
Plan assets (EOY)
$145.1M
Net assets (EOY)
$145.1M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Massachusetts Mutual Life Insurance Company Fully Benefit Responsive Investment Contract" is 99% of plan.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.
Plan sponsor
Name
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN
04-1590850
Address
1295 STATE STREET, F105 · SPRINGFIELD, MA · 011110001
Phone
(617) 695-4607
Industry
Finance & Insurancesee all
Plan administrator
Name
PLAN ADMINISTRATIVE COMMITTEE
EIN
55-0915954
City
SPRINGFIELD, MA
Phone
(413) 744-2036
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2C · Money purchase (other than target benefit)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS | 04-2647786 | — | RECORDKEEPER | $10K | — |
Investments
2 direct securities · 1 pooled fund· $145.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$96.4M
1 holding
Uncategorized
$48.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL DEFINED CONTRIB PLAN MT MASSMUTUAL LIFE INSURANCE COMPANY · EIN 93-1996039 / PN 001 | Master Trust | — | — | $96.4M | 66.4% | |
| Massachusetts Mutual Life Insurance Company Fully Benefit Responsive Investment Contract | — | — | — | $48.1M | 33.1% | |
| Fully Benefit Responsive Investment Contract | — | — | — | $609K | 0.4% |