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Original filing (PDF)20251008200633NAL0009982192001
LIBERTY MUTUAL GROUP INC.
Form 5500
FILING_RECEIVED
LIBERTY MUTUAL 401(K) PLAN
401(k) retirement plan
Signals · 3
45% in single holdingNo recordkeeper disclosed12 service providers
Active participants
31,562
Accounts w/ balance
48,718
Plan assets (EOY)
$11.4B
Net assets (EOY)
$10.8B
How this plan invests
This plan
8 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
78
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Blackrock Equity Index Fund Collective Trust Fund" is 45% of plan.
- 10 bps in Schedule C fees — 108% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY MUTUAL GROUP INC..
Plan sponsor
Name
LIBERTY MUTUAL GROUP INC.
EIN
04-3583679
Address
175 BERKELEY STREET · BOSTON, MA · 02116
Phone
(617) 357-9500
Industry
Finance & Insurancesee all
Plan administrator
Name
LIBERTY MUTUAL RETIREMENT COMMITTEE
EIN
61-1801137
City
BOSTON, MA
Phone
(617) 357-9500
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DANIEL DENNIS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | NONE | $2.5M | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $1.7M | — |
| EATON VANCE | 04-3101341 | — | NONE | $1.5M | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $1.4M | — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | NONE | $1.4M | — |
| BAILLIE GIFFORD OVERSEAS LIMITED | 22-3438530 | — | NONE | $1.0M | — |
| WILLIAM BLAIR & CO | 36-2214610 | — | NONE | $901K | — |
| CARDINAL CAPITAL MGMT, LLC | 06-1422705 | — | NONE | $631K | — |
| ROCATON | 04-3638035 | — | NONE | $372K | — |
| GALLIARD CAPITAL MANAGEMENT, INC | 41-1813702 | — | NONE | $240K | — |
| DANIEL DENNIS | 04-2734675 | — | NONE | $74K | — |
| FID INV INST OPS CO | 04-2647786 | — | NONE | $69K | — |
Investments
13 direct securities · 8 pooled funds· $12.0B(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.
Common Collective Trust
$8.3B
8 holdings
Uncategorized
$3.8B
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY INDEX CLASS F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $4.9B | 43.5% | |
| EAFE INDEX CLASS F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3358162 / PN 001 | Common Collective Trust | — | — | $1.2B | 10.9% | |
| Pimco Income Separate Account | — | — | — | $875.9M | 7.7% | |
| Blackrock Midcap Equity Fund Collective Trust Fund | — | — | — | $642.3M | 5.7% | |
| RUSSELL 2500 INDEX CLASS F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 80-0254284 / PN 001 | Common Collective Trust | — | — | $642.3M | 5.7% | |
| LONG TERM GOVERNMENT BOND INDEX FUN BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3118547 / PN 001 | Common Collective Trust | — | — | $522.4M | 4.6% | |
| Capital Group Separate Account | — | — | — | $387.1M | 3.4% | |
| Vanguard Cash Reserve Separate Account | — | — | — | $349.8M | 3.1% | |
| US DEBT INDEX CLASS F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $340.5M | 3.0% | |
| Eaton Vance High Yield Separate Account | — | — | — | $339.1M | 3.0% | |
| MIDCAP EQUITY FUND CLASS F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3272818 / PN 001 | Common Collective Trust | — | — | $291.9M | 2.6% | |
| LV Asset Management Separate Account | — | — | — | $256.5M | 2.3% | |
| Baillie Gifford International Equity Separate Account | — | — | — | $242.6M | 2.1% | |
| US TIPS FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 36-4495972 / PN 001 | Common Collective Trust | — | — | $193.0M | 1.7% | |
| Blackrock Fixed Income Collective Trust Fund | — | — | — | $193.0M | 1.7% | |
| Galliard Short Term Bond Fund Separate Account | — | — | — | $117.4M | 1.0% | |
| Participant Loans 7.75% - 8.50% - | — | — | — | $108.7M | 1.0% | |
| Liberty Smid Equity Pool Collective Trust Fund | — | — | — | $95.2M | 0.8% | |
| BOSTON PARTNERS SMALL MID CAP EQUIT BOSTON PARTNERS TRUST COMPANY · EIN 37-1947777 / PN 001 | Common Collective Trust | — | — | $95.2M | 0.8% | |
| William Blair Mid Cap Separate Account | — | — | — | $89.0M | 0.8% | |
| Pimco Income Registered Investment Company | — | — | — | $54.5M | 0.5% |