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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $1.7M | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $1.4M | — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | NONE | $1.4M |
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.
| PI | % 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 | Pooled Separate Accounts | — | — | $875.9M | 7.7% | |
| Blackrock Midcap Equity Fund Collective Trust Fund | Common Collective Trusts | — | — | $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 | Pooled Separate Accounts | — | — | $387.1M | 3.4% | |
| Vanguard Cash Reserve Separate Account | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $256.5M | 2.3% | |
| Baillie Gifford International Equity Separate Account | Pooled Separate Accounts | — | — | $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 | Common Collective Trusts | — | — | $193.0M | 1.7% | |
| Galliard Short Term Bond Fund Separate Account | Pooled Separate Accounts | — | — | $117.4M | 1.0% | |
| Participant Loans 7.75% - 8.50% - | Bonds / Notes | — | — | $108.7M | 1.0% | |
| Liberty Smid Equity Pool Collective Trust Fund | Common Collective Trusts | — | — | $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 | Pooled Separate Accounts | — | — | $89.0M | 0.8% | |
| Pimco Income Registered Investment Company | Mutual Funds | — | — | $54.5M | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WILLIAM BLAIR & CO | 36-2214610 | — | NONE | $901K | — |
| CARDINAL CAPITAL MGMT, LLC | 06-1422705 | — | NONE | $631K | — |
| GALLIARD CAPITAL MANAGEMENT, INC | 41-1813702 | — | NONE | $240K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | NONE | $2.5M | — |
| EATON VANCE | 04-3101341 | — | NONE | $1.5M | — |
| BAILLIE GIFFORD OVERSEAS LIMITED | 22-3438530 | — | NONE | $1.0M | — |
| ROCATON | 04-3638035 | — | NONE | $372K | — |
| DANIEL DENNIS | 04-2734675 | — | NONE | $74K | — |
| FID INV INST OPS CO | 04-2647786 | — | NONE | $69K | — |
