# Liberty Mutual Group INC. DB Plan
Source: https://planprovider.pro/companies/liberty-mutual-group-inc-plan-001

> Liberty Mutual Group INC.'s DB plan: 31,788 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liberty Mutual Group INC.

- **Sponsor EIN:** 043583679

- **Sponsor Address:** 175 BERKELEY STREET, BOSTON, MA, 02116

- **Plan Type:** DB

- **Total Participants:** 31,788

- **Total Assets:** $6.3B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|31,788|$6.3B|$0|$0|

| 2023|34,910|$6.9B|$136.0M|$0|

| 2022|37,154|$6.8B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FID INV INST OPS CO|NONE|$6,925,650|—|$6,925,650|

| GOLDMAN SACHS ASSET MANAGEMENT|NONE|$6,173,483|—|$6,173,483|

| BLACKROCK INST TRUST COMPANY, N.A.|NONE|$1,099,082|—|$1,099,082|

| AON CONSULTING|NONE|$1,038,250|—|$1,038,250|

| THE BANK OF NEW YORK MELLON|NONE|$589,012|—|$589,012|

| DELOITTE TAX LLP|NONE|$329,529|—|$329,529|

| DANIEL DENNIS CO.|NONE|$80,000|—|$80,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — NONE

- [GOLDMAN SACHS ASSET MANAGEMENT](https://planprovider.pro/provider/goldman-sachs) — NONE

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,235,006

- **Estimated Expense Ratio:** 0.260% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$25,875,539|$6,759,162|—|—|—|

| 2023|$21,723,428|$4,695,048|—|$3,000|—|

| 2022|$20,086,727|$8,591,290|—|—|$135,996|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/liberty-mutual-group-inc-plan-001)

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