Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIBERTY MUTUAL GROUP INC.
EIN 04-3583679Finance and InsuranceLatest filing 2024
Plans
5
Retirement
2
$17.60B assets
Welfare
3
$56.4M premiums
Participants
210,503
175 BERKELEY STREET - BOSTON, MA 02116617-357-9500
Retirement portfolio analytics
2 plans aggregated / $17.60B assets / 120,746 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $56.4M premiums / 52,717 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$35.9M
- Long-term disability$10.6M
- Vision$6.2M
- Life$3.0M
- Health$789K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- SECURIAN LIFE INSURANCE COMPANY51%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
- EYEMED VISION CARE11%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
- JOHN HANCOCK LIFE INSURANCE COMPANY6%
- +2 more
Broker market share
Schedule A broker compensation
41%top
- STRATEGIC EMPLOYEE BENEFIT SERVICES41%
- WILLIS TOWERS WATSON US LLC33%
- AMERICAN BENEFITS AND COMPENSATION16%
- PACIFIC RESRC BNFT ADVSRS LLC9%
- INDIGO INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIBERTY MUTUAL 401(K) PLAN
401k
Assets$11.35B
Participants49,659
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LIBERTY MUTUAL RETIREMENT BENEFIT PLAN
CashBalance
Assets$6.25B
Participants71,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
LIBERTY MUTUAL HEALTH AND WELFARE PLAN
Mixed - SECURIAN LIFE INSURANCE COMPANY
Premiums$56.4M
Covered lives52,717
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
LIBERTY MUTUAL SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519
LIBERTY MUTUAL RETIREE HEALTH AND WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIBERTY MUTUAL 401(K) PLAN | 401k | $11.35B | 49,659 | 2024 | |
| 001 | LIBERTY MUTUAL RETIREMENT BENEFIT PLAN | CashBalance | $6.25B | 71,087 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | LIBERTY MUTUAL HEALTH AND WELFARE PLAN | Mixed | SECURIAN LIFE INSURANCE COMPANY | $56.4M | 52,717 | 2024 | |
| 507 | LIBERTY MUTUAL SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 519 | LIBERTY MUTUAL RETIREE HEALTH AND WELFARE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans