Verlinda Cotton Dimarino signed Liberty Mutual Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Mutual Group Inc.'s EIN is 04-3583679.
Download the official 2024 Form 5500 (PDF) for Liberty Mutual Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Liberty Mutual Group Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3575636 | — | NONE | $6.2M | — |
| BLACKROCK INST TRUST COMPANY, N.A. | 94-3112180 | — | NONE | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $330K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | NONE | $6.9M | — |
| AON CONSULTING | 22-2232264 | — | NONE | $1.0M | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $589K | — |
| DANIEL DENNIS CO. | 04-2734675 | — | NONE | $80K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK MSCI US EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 46-4171792 / PN 001 | Common Collective Trust | — | $330.7M | $774.8M | 12.4% | |
| DREYFUS GOVT CAS MGMT INST 289 VAR RT 12/31/2075 DD 06/03/97 REGISTERED INVESTMENT COMPANIES | Mutual Funds | — | $322.5M | $322.5M | 5.2% | |
| MSCI WORLD EX-US INDEX FUND A BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 94-3358161 / PN 001 | Common Collective Trust | — | $175.4M | $272.3M | 4.4% | |
| CIS R IBOXIG INDEX P SOFR 2025 JUN 20 OTHER INVESTMENTS - | Other securities | — | — | $191.7M | 3.1% | |
| CCP_OIS. P USD FEDL01 1D CME REC 4.4% 2025 MAR 19 OTHER INVESTMENTS | Bonds / Notes | — | $5K | $188.0M | 3.0% | |
| DREYFUS GOVT CAS MGMT INST 289 VAR RT 12/31/2075 DD 06/03/97 REGISTERED INVESTMENT COMPANIES | Mutual Funds | — | $168.1M | $168.1M | 2.7% | |
| MSCI EMERGING MARKETS FREE FUND BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 33-1030441 / PN 001 | Common Collective Trust | — | $94.4M | $114.9M | 1.8% | |
| DREYFUS GOVT CAS MGMT INST 289 VAR RT 12/31/2075 DD 06/03/97 REGISTERED INVESTMENT COMPANIES | Mutual Funds | — | $114.2M | $114.2M | 1.8% | |
| GSTCO PRIVATE PLACEMENT CORE CL 1 PARTNERSHIP/JOINT VENTURE INTEREST | Structured Credit (CLO/ABS) | — | $99.1M | $105.6M | 1.7% | |
| TRS BL R US912810TL26 P FEDL01 2025 FEB 21 OTHER INVESTMENTS - | Other securities | — | — | $101.2M | 1.6% | |
| TRS BL R US912810TV08 P FEDL01 2025 MAY 15 OTHER INVESTMENTS - | Other securities | — | — | $100.9M | 1.6% | |
| U S TREASURY BD PRIN STRIP 0.000% 08/15/2047 DD 08/15/17 U. S. GOVERNMENT SECURITIES | Bonds / Notes | — | $93.6M | $70.9M | 1.1% | |
| RCS CAP EQUITY CORPORATE DEBT INSTRUMENTS - CIS R IBOXIG INDEX P SOFR 2025 MAR 20 OTHER INVESTMENTS - | Other securities | — | — | $63.1M | 1.0% | |
| SEQUOIA CAPITAL FUND L PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $31.2M | $37.2M | 0.6% | |
| HONGSHAN CAP GR FD III LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $2.1M | $35.5M | 0.6% | |
| DREYFUS GOVT CAS MGMT INST 289 VAR RT 12/31/2075 DD 06/03/97 REGISTERED INVESTMENT COMPANIES | Mutual Funds | — | $32.9M | $32.9M | 0.5% | |
| ARES PRIVATE MKT FUND PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $19.7M | $26.1M | 0.4% | |
| CVS HEALTH CORP 4.780% 03/25/2038 DD 03/09/18 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $28.8M | $26.0M | 0.4% | |
| HARRISON STREET REAL ESTATE PARTNERS II LP PARTNERSHIP/JOINT VENTURE INTEREST 1 BLACKSTONE RE PARTNERS VIII LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $21.7M | $25.0M | 0.4% | |
| PFIZER INVESTMENT ENTERPRISES 5.300% 05/19/2053 DD 05/19/23 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $23.3M | $22.1M | 0.4% | |
| DRA GROWTH AND INC FD VIII COINVEST I LLC PARTNERSHIP/JOINT VENTURE INTEREST | Common Stocks | — | — | $21.8M | 0.3% | |
| WELLS FARGO & CO VAR RT 07/25/2033 DD 07/25/22 CORPORATE DEBT INSTRUMENTS | Common Stocks | — | $22.1M | $21.3M | 0.3% | |
| SWAP COLLATERAL WITH JP MORGAN INTEREST-BEARING CASH | Cash / Money Market | — | $20.4M | $20.4M | 0.3% | |
| INDEX VENTURES VII JERSEY LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $4.6M | $18.5M | 0.3% | |
| COMCAST CORP 4.700% 10/15/2048 DD 10/05/18 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $24.1M | $18.2M | 0.3% | |
| CIGNA GROUP/THE 4.800% 08/15/2038 DD 08/15/19 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $19.3M | $17.6M | 0.3% | |
| LIGHTSPEED VENTURE PARTNERS X LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $6.2M | $17.4M | 0.3% | |
| SOLVENTUM CORP 144A 5.900% 04/30/2054 DD 02/27/24 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $17.2M | $17.0M | 0.3% | |
| BOEING CO/THE 5.805% 05/01/2050 DD 05/04/20 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $19.9M | $16.9M | 0.3% | |
| U S TREASURY BD PRIN STRIP 0.000% 11/15/2048 DD 11/15/18 U. S. GOVERNMENT SECURITIES | Bonds / Notes | — | $29.2M | $16.5M | 0.3% | |
| SILVERSMITH CAPITAL PTNRS I-A LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $5.9M | $16.2M | 0.3% | |
| BRISTOL-MYERS SQUIBB CO 5.550% 02/22/2054 DD 02/22/24 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $16.4M | $15.8M | 0.3% | |
| STRATEGIC VAL DISLOCATION FEED PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $8.7M | $15.8M | 0.3% | |
| BLACKSTONE INFRA PTNRS V FDR LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $15.5M | $15.5M | 0.2% | |
| T-MOBILE USA INC 4.375% 04/15/2040 DD 04/15/21 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $18.9M | $15.4M | 0.2% | |
| NATIONAL CAPITAL PROPERTIES V PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $9.3M | $15.3M | 0.2% | |
| TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $53K | $14.8M | 0.2% | |
| JPMORGAN CHASE & CO VAR RT 01/23/2035 DD 01/23/24 CORPORATE DEBT INSTRUMENTS | Common Stocks | — | $14.7M | $14.6M | 0.2% | |
| AT&T INC 4.850% 03/01/2039 DD 02/19/19 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $17.8M | $14.1M | 0.2% | |
| CARRIER GLOBAL CORP 3.377% 04/05/2040 DD 10/05/20 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $17.3M | $14.1M | 0.2% | |
| ABBVIE INC 4.050% 11/21/2039 DD 05/21/20 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $17.0M | $13.9M | 0.2% | |
| YELLOW WOOD COINVEST JAX-A LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $9.9M | $13.8M | 0.2% | |
| LOWE'S COS INC 5.625% 04/15/2053 DD 09/08/22 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $14.3M | $13.8M | 0.2% | |
| RIVERWOOD CAPITAL PARTNERS II LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $7.5M | $13.4M | 0.2% | |
| VERIZON COMMUNICATIONS INC 4.812% 03/15/2039 DD 02/03/17 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $16.2M | $13.3M | 0.2% | |
| ORACLE CORP 4.000% 11/15/2047 DD 11/09/17 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $13.5M | $13.3M | 0.2% | |
| NORTHGATE VENTURE PARTNERS VII LP PARTNERSHIP/JOINT VENTURE INTEREST | Other securities | — | $6.4M | $13.2M | 0.2% | |
| BROADCOM INC 144A 3.187% 11/15/2036 DD 09/30/21 CORPORATE DEBT INSTRUMENTS | Bonds / Notes | — | $15.0M | $13.1M | 0.2% | |
| TRUEBRIDGE-KAUFFMAN IV LP PARTNERSHIP/JOINT VENTURE INTEREST - | Other securities | — | — | $13.0M | 0.2% | |
| SEQUOIA CAP GBL GR FD PARTNERSHIP/JOINT VENTURE INTEREST - | Other securities | — | — | $12.9M | 0.2% |
