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LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 401k Plan overview

Plan NameLIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN
Plan identification number 002

LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIBERTY MUTUAL GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:LIBERTY MUTUAL GROUP INC.
Employer identification number (EIN):043583679
NAIC Classification:524290

Additional information about LIBERTY MUTUAL GROUP INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4702243

More information about LIBERTY MUTUAL GROUP INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS OKSANEN
0022016-01-01THOMAS OKSANEN
0022015-01-01THOMAS OKSANEN
0022014-01-01THOMAS OKSANEN
0022013-01-01THOMAS OKSANEN
0022012-01-01MARY CONNOLLY
0022012-01-01MARY CONNOLLY
0022011-01-01MARY CONNOLLY
0022010-01-01MARY CONNOLLY
0022009-01-01MARY CONNOLLY

Plan Statistics for LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN

401k plan membership statisitcs for LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN

Measure Date Value
2023: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0155,320
Total number of active participants reported on line 7a of the Form 55002023-01-0134,618
Number of retired or separated participants receiving benefits2023-01-011,340
Number of other retired or separated participants entitled to future benefits2023-01-0116,942
Total of all active and inactive participants2023-01-0152,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01184
Total participants2023-01-0153,084
Number of participants with account balances2023-01-0152,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012,599
2022: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0151,041
Total number of active participants reported on line 7a of the Form 55002022-01-0137,052
Number of retired or separated participants receiving benefits2022-01-011,348
Number of other retired or separated participants entitled to future benefits2022-01-0116,734
Total of all active and inactive participants2022-01-0155,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01186
Total participants2022-01-0155,320
Number of participants with account balances2022-01-0154,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012,617
2021: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0150,048
Total number of active participants reported on line 7a of the Form 55002021-01-0132,843
Number of retired or separated participants receiving benefits2021-01-011,379
Number of other retired or separated participants entitled to future benefits2021-01-0116,650
Total of all active and inactive participants2021-01-0150,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01169
Total participants2021-01-0151,041
Number of participants with account balances2021-01-0150,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,742
2020: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0151,723
Total number of active participants reported on line 7a of the Form 55002020-01-0133,498
Number of retired or separated participants receiving benefits2020-01-01752
Number of other retired or separated participants entitled to future benefits2020-01-0115,641
Total of all active and inactive participants2020-01-0149,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01157
Total participants2020-01-0150,048
Number of participants with account balances2020-01-0149,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,166
2019: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0151,589
Total number of active participants reported on line 7a of the Form 55002019-01-0134,928
Number of retired or separated participants receiving benefits2019-01-011,548
Number of other retired or separated participants entitled to future benefits2019-01-0115,175
Total of all active and inactive participants2019-01-0151,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0172
Total participants2019-01-0151,723
Number of participants with account balances2019-01-0150,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,523
2018: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0163,135
Total number of active participants reported on line 7a of the Form 55002018-01-0135,207
Number of retired or separated participants receiving benefits2018-01-011,156
Number of other retired or separated participants entitled to future benefits2018-01-0115,143
Total of all active and inactive participants2018-01-0151,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0183
Total participants2018-01-0151,589
Number of participants with account balances2018-01-0150,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01883
2017: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0162,365
Total number of active participants reported on line 7a of the Form 55002017-01-0146,520
Number of retired or separated participants receiving benefits2017-01-01379
Number of other retired or separated participants entitled to future benefits2017-01-0115,655
Total of all active and inactive participants2017-01-0162,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01581
Total participants2017-01-0163,135
Number of participants with account balances2017-01-0154,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,798
2016: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0161,456
Total number of active participants reported on line 7a of the Form 55002016-01-0147,012
Number of retired or separated participants receiving benefits2016-01-01387
Number of other retired or separated participants entitled to future benefits2016-01-0114,845
Total of all active and inactive participants2016-01-0162,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01540
Total participants2016-01-0162,784
Number of participants with account balances2016-01-0154,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,784
2015: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0159,681
Total number of active participants reported on line 7a of the Form 55002015-01-0146,779
Number of retired or separated participants receiving benefits2015-01-01410
Number of other retired or separated participants entitled to future benefits2015-01-0114,102
Total of all active and inactive participants2015-01-0161,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01522
Total participants2015-01-0161,813
Number of participants with account balances2015-01-0153,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,555
2014: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0154,892
Total number of active participants reported on line 7a of the Form 55002014-01-0139,510
Number of retired or separated participants receiving benefits2014-01-01326
Number of other retired or separated participants entitled to future benefits2014-01-0114,020
Total of all active and inactive participants2014-01-0153,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01467
Total participants2014-01-0154,323
Number of participants with account balances2014-01-0153,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012,436
2013: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0154,692
Total number of active participants reported on line 7a of the Form 55002013-01-0140,292
Number of retired or separated participants receiving benefits2013-01-01306
Number of other retired or separated participants entitled to future benefits2013-01-0113,844
Total of all active and inactive participants2013-01-0154,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01450
Total participants2013-01-0154,892
Number of participants with account balances2013-01-0153,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012,298
2012: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0153,192
Total number of active participants reported on line 7a of the Form 55002012-01-0140,767
Number of retired or separated participants receiving benefits2012-01-01316
Number of other retired or separated participants entitled to future benefits2012-01-0113,194
Total of all active and inactive participants2012-01-0154,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01415
Total participants2012-01-0154,692
Number of participants with account balances2012-01-0153,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,921
2011: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0152,593
Total number of active participants reported on line 7a of the Form 55002011-01-0139,408
Number of retired or separated participants receiving benefits2011-01-01319
Number of other retired or separated participants entitled to future benefits2011-01-0113,071
Total of all active and inactive participants2011-01-0152,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01394
Total participants2011-01-0153,192
Number of participants with account balances2011-01-0151,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,717
2010: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0152,425
Total number of active participants reported on line 7a of the Form 55002010-01-0138,949
Number of retired or separated participants receiving benefits2010-01-01304
Number of other retired or separated participants entitled to future benefits2010-01-0112,971
Total of all active and inactive participants2010-01-0152,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01369
Total participants2010-01-0152,593
Number of participants with account balances2010-01-0151,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011,405
2009: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0146,580
Total number of active participants reported on line 7a of the Form 55002009-01-0138,474
Number of retired or separated participants receiving benefits2009-01-01320
Number of other retired or separated participants entitled to future benefits2009-01-0113,295
Total of all active and inactive participants2009-01-0152,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01336
Total participants2009-01-0152,425
Number of participants with account balances2009-01-0150,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012,405

Financial Data on LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN

Measure Date Value
2023 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$67,282,886
Total unrealized appreciation/depreciation of assets2023-12-31$67,282,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$719,316,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$301,999,169
Total income from all sources (including contributions)2023-12-31$2,080,168,577
Total loss/gain on sale of assets2023-12-31$25,085,475
Total of all expenses incurred2023-12-31$738,918,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$727,829,326
Expenses. Certain deemed distributions of participant loans2023-12-31$348,760
Value of total corrective distributions2023-12-31$61,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$588,645,709
Value of total assets at end of year2023-12-31$10,556,596,852
Value of total assets at beginning of year2023-12-31$8,798,029,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$10,678,741
Total interest from all sources2023-12-31$65,696,496
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$10,291,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,532,348
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$4,905,163
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$6,424,565
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$100,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$403,776,163
Participant contributions at end of year2023-12-31$108,994,546
Participant contributions at beginning of year2023-12-31$104,858,429
Participant contributions at end of year2023-12-31$13,649,385
Participant contributions at beginning of year2023-12-31$12,413,240
Assets. Other investments not covered elsewhere at end of year2023-12-31$15,453,899
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$13,242,001
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$44,762,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$439,780,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$181,897,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$710,732,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$295,647,376
Other income not declared elsewhere2023-12-31$-64,843
Administrative expenses (other) incurred2023-12-31$2,700,568
Liabilities. Value of operating payables at end of year2023-12-31$2,811,546
Liabilities. Value of operating payables at beginning of year2023-12-31$1,940,255
Total non interest bearing cash at end of year2023-12-31$602,967
Total non interest bearing cash at beginning of year2023-12-31$630,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,341,250,213
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,837,280,494
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,496,030,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$7,943,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$45,903,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$42,834,499
Interest on participant loans2023-12-31$5,170,234
Interest earned on other investments2023-12-31$-34,580
Income. Interest from US Government securities2023-12-31$9,146,585
Income. Interest from corporate debt instruments2023-12-31$25,920,127
Value of interest in common/collective trusts at end of year2023-12-31$7,527,099,793
Value of interest in common/collective trusts at beginning of year2023-12-31$6,597,762,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$571,039,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$500,937,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$500,937,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$25,494,130
Asset value of US Government securities at end of year2023-12-31$441,863,147
Asset value of US Government securities at beginning of year2023-12-31$379,172,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,705,297
Net investment gain or loss from common/collective trusts2023-12-31$1,320,525,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$140,106,943
Employer contributions (assets) at end of year2023-12-31$4,345,756
Employer contributions (assets) at beginning of year2023-12-31$4,435,622
Income. Dividends from preferred stock2023-12-31$31,173
Income. Dividends from common stock2023-12-31$7,728,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$727,829,326
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$125,802,365
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$106,526,972
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$391,610,936
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$347,997,548
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$865,545,454
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$498,896,942
Liabilities. Value of benefit claims payable at end of year2023-12-31$5,771,971
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$4,411,538
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$5,139,594,883
Aggregate carrying amount (costs) on sale of assets2023-12-31$5,114,509,408
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2023-12-31042734675
2022 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-239,626,527
Total unrealized appreciation/depreciation of assets2022-12-31$-239,626,527
Total transfer of assets to this plan2022-12-31$376,750,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$301,999,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$157,741,331
Total income from all sources (including contributions)2022-12-31$-1,086,758,050
Total loss/gain on sale of assets2022-12-31$-90,445,737
Total of all expenses incurred2022-12-31$785,996,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$774,362,260
Expenses. Certain deemed distributions of participant loans2022-12-31$309,497
Value of total corrective distributions2022-12-31$38,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$535,538,349
Value of total assets at end of year2022-12-31$8,798,029,450
Value of total assets at beginning of year2022-12-31$10,149,775,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,286,662
Total interest from all sources2022-12-31$40,613,172
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,709,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,138,084
Administrative expenses professional fees incurred2022-12-31$18,730
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$6,424,565
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$10,808,174
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$360,527,662
Participant contributions at end of year2022-12-31$104,858,429
Participant contributions at beginning of year2022-12-31$100,635,492
Participant contributions at end of year2022-12-31$12,413,240
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,242,001
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$18,211,423
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,580,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$181,897,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$80,257,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$295,647,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$153,522,169
Administrative expenses (other) incurred2022-12-31$3,288,067
Liabilities. Value of operating payables at end of year2022-12-31$1,940,255
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$630,551
Total non interest bearing cash at beginning of year2022-12-31$17,771,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,872,754,648
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,496,030,281
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,992,033,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,979,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$42,834,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,474,200
Interest on participant loans2022-12-31$3,848,656
Interest earned on other investments2022-12-31$89,270
Income. Interest from US Government securities2022-12-31$4,957,971
Income. Interest from corporate debt instruments2022-12-31$23,813,277
Value of interest in common/collective trusts at end of year2022-12-31$6,597,762,456
Value of interest in common/collective trusts at beginning of year2022-12-31$7,886,201,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$500,937,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$402,536,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$402,536,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,903,998
Asset value of US Government securities at end of year2022-12-31$379,172,294
Asset value of US Government securities at beginning of year2022-12-31$376,383,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,039,935
Net investment gain or loss from common/collective trusts2022-12-31$-1,336,506,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$128,430,549
Employer contributions (assets) at end of year2022-12-31$4,435,622
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$20,247
Income. Dividends from common stock2022-12-31$6,551,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$774,362,260
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$106,526,972
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$129,107,428
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$347,997,548
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$455,394,108
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$498,896,942
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$614,993,317
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,411,538
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,219,162
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,543,621,876
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,634,067,613
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2022-12-31042734675
2021 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$21,134,451
Total unrealized appreciation/depreciation of assets2021-12-31$21,134,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$157,741,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$399,777,542
Total income from all sources (including contributions)2021-12-31$1,972,344,222
Total loss/gain on sale of assets2021-12-31$15,621,242
Total of all expenses incurred2021-12-31$1,495,168,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,480,156,146
Expenses. Certain deemed distributions of participant loans2021-12-31$511,154
Value of total corrective distributions2021-12-31$53,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$529,031,852
Value of total assets at end of year2021-12-31$10,149,775,291
Value of total assets at beginning of year2021-12-31$9,914,636,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,448,262
Total interest from all sources2021-12-31$32,194,438
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,165,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,363,367
Administrative expenses professional fees incurred2021-12-31$29,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$10,808,174
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$7,455,356
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$351,865,440
Participant contributions at end of year2021-12-31$100,635,492
Participant contributions at beginning of year2021-12-31$111,290,759
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$10,841,737
Assets. Other investments not covered elsewhere at end of year2021-12-31$18,211,423
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,474,598
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$52,735,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$80,257,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$221,424,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$153,522,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$390,493,805
Administrative expenses (other) incurred2021-12-31$5,528,206
Total non interest bearing cash at end of year2021-12-31$17,771,797
Total non interest bearing cash at beginning of year2021-12-31$86,308,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$477,175,484
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,992,033,960
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,514,858,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,891,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$57,474,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$462,298,992
Interest on participant loans2021-12-31$4,403,784
Interest earned on other investments2021-12-31$571,956
Income. Interest from US Government securities2021-12-31$3,898,639
Income. Interest from corporate debt instruments2021-12-31$22,550,825
Value of interest in common/collective trusts at end of year2021-12-31$7,886,201,760
Value of interest in common/collective trusts at beginning of year2021-12-31$7,261,317,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$402,536,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$78,176,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$78,176,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$769,234
Asset value of US Government securities at end of year2021-12-31$376,383,301
Asset value of US Government securities at beginning of year2021-12-31$435,090,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,963,891
Net investment gain or loss from common/collective trusts2021-12-31$1,362,232,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$124,431,216
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,660,702
Income. Dividends from preferred stock2021-12-31$14,753
Income. Dividends from common stock2021-12-31$6,787,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,480,156,146
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$129,107,428
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$116,446,885
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$455,394,108
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$436,044,751
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$614,993,317
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$664,803,883
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,219,162
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$9,283,737
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,404,219,456
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,388,598,214
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2021-12-31042734675
2020 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$166,357,899
Total unrealized appreciation/depreciation of assets2020-12-31$166,357,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$399,777,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$426,546,065
Total income from all sources (including contributions)2020-12-31$1,749,644,315
Total loss/gain on sale of assets2020-12-31$6,549,506
Total of all expenses incurred2020-12-31$684,695,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$673,939,232
Expenses. Certain deemed distributions of participant loans2020-12-31$183,671
Value of total corrective distributions2020-12-31$65,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$492,385,441
Value of total assets at end of year2020-12-31$9,914,636,018
Value of total assets at beginning of year2020-12-31$8,876,456,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,506,991
Total interest from all sources2020-12-31$35,317,430
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,844,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,003,494
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$7,455,356
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$5,276,672
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$336,207,623
Participant contributions at end of year2020-12-31$111,290,759
Participant contributions at beginning of year2020-12-31$114,194,601
Participant contributions at end of year2020-12-31$10,841,737
Participant contributions at beginning of year2020-12-31$9,105,042
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,474,598
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$54,991,347
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,234,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$221,424,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$218,316,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$390,493,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$418,768,540
Administrative expenses (other) incurred2020-12-31$2,529,309
Total non interest bearing cash at end of year2020-12-31$86,308,728
Total non interest bearing cash at beginning of year2020-12-31$2,411,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,064,948,495
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,514,858,476
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,449,909,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,977,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$462,298,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$340,414,857
Interest on participant loans2020-12-31$4,962,147
Interest earned on other investments2020-12-31$362,905
Income. Interest from US Government securities2020-12-31$5,823,737
Income. Interest from corporate debt instruments2020-12-31$23,139,610
Value of interest in common/collective trusts at end of year2020-12-31$7,261,317,527
Value of interest in common/collective trusts at beginning of year2020-12-31$6,493,309,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$78,176,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$69,184,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$69,184,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,029,031
Asset value of US Government securities at end of year2020-12-31$435,090,493
Asset value of US Government securities at beginning of year2020-12-31$409,971,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,787,749
Net investment gain or loss from common/collective trusts2020-12-31$1,036,401,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$122,943,615
Employer contributions (assets) at end of year2020-12-31$3,660,702
Employer contributions (assets) at beginning of year2020-12-31$3,318,082
Income. Dividends from preferred stock2020-12-31$11,164
Income. Dividends from common stock2020-12-31$6,829,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$673,939,232
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$116,446,885
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$145,437,226
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$436,044,751
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$373,700,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$664,803,883
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$636,824,304
Liabilities. Value of benefit claims payable at end of year2020-12-31$9,283,737
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$7,777,525
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,876,785,100
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,870,235,594
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2020-12-31042734675
2019 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$146,942,126
Total unrealized appreciation/depreciation of assets2019-12-31$146,942,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$426,546,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$313,169,987
Total income from all sources (including contributions)2019-12-31$2,116,120,774
Total loss/gain on sale of assets2019-12-31$37,994,939
Total of all expenses incurred2019-12-31$669,438,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$657,515,766
Expenses. Certain deemed distributions of participant loans2019-12-31$297,615
Value of total corrective distributions2019-12-31$121,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$498,053,041
Value of total assets at end of year2019-12-31$8,876,456,046
Value of total assets at beginning of year2019-12-31$7,316,397,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,503,270
Total interest from all sources2019-12-31$36,688,431
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$20,898,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,877,678
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$5,276,672
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$3,289,369
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$336,661,621
Participant contributions at end of year2019-12-31$114,194,601
Participant contributions at beginning of year2019-12-31$115,446,548
Participant contributions at end of year2019-12-31$9,105,042
Participant contributions at beginning of year2019-12-31$3,273,254
Assets. Other investments not covered elsewhere at end of year2019-12-31$54,991,347
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$28,346,409
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,001,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$218,316,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$172,118,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$418,768,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$308,523,438
Other income not declared elsewhere2019-12-31$526,024
Administrative expenses (other) incurred2019-12-31$3,703,197
Total non interest bearing cash at end of year2019-12-31$2,411,577
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,446,682,354
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,449,909,981
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,003,227,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,800,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$340,414,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$316,614,778
Interest on participant loans2019-12-31$4,954,217
Interest earned on other investments2019-12-31$539,268
Income. Interest from US Government securities2019-12-31$6,153,120
Income. Interest from corporate debt instruments2019-12-31$23,344,025
Value of interest in common/collective trusts at end of year2019-12-31$6,493,309,648
Value of interest in common/collective trusts at beginning of year2019-12-31$5,309,596,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$69,184,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$52,364,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$52,364,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,697,801
Asset value of US Government securities at end of year2019-12-31$409,971,143
Asset value of US Government securities at beginning of year2019-12-31$402,473,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$774,295
Net investment gain or loss from common/collective trusts2019-12-31$1,374,243,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$123,390,018
Employer contributions (assets) at end of year2019-12-31$3,318,082
Employer contributions (assets) at beginning of year2019-12-31$8,958,263
Income. Dividends from preferred stock2019-12-31$20,116
Income. Dividends from common stock2019-12-31$12,001,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$657,515,766
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$145,437,226
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$175,381,173
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$373,700,474
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$303,712,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$636,824,304
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$424,822,888
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,777,525
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,646,549
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,631,865,805
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,593,870,866
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2019-12-31042734675
2018 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-191,322,017
Total unrealized appreciation/depreciation of assets2018-12-31$-191,322,017
Total transfer of assets to this plan2018-12-31$95,033,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$313,169,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$690,071,901
Total income from all sources (including contributions)2018-12-31$20,151,574
Total loss/gain on sale of assets2018-12-31$96,709,236
Total of all expenses incurred2018-12-31$879,169,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$867,207,578
Expenses. Certain deemed distributions of participant loans2018-12-31$150,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$451,640,715
Value of total assets at end of year2018-12-31$7,316,397,614
Value of total assets at beginning of year2018-12-31$8,457,284,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,811,294
Total interest from all sources2018-12-31$34,877,026
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,606,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,661,437
Administrative expenses professional fees incurred2018-12-31$2,098,512
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$3,289,369
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$6,416,865
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$309,957,221
Participant contributions at end of year2018-12-31$115,446,548
Participant contributions at beginning of year2018-12-31$123,001,987
Participant contributions at end of year2018-12-31$3,273,254
Participant contributions at beginning of year2018-12-31$6,099,988
Assets. Other investments not covered elsewhere at end of year2018-12-31$28,346,409
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$102,320,554
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$20,118,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$172,118,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$418,229,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$308,523,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$687,787,710
Other income not declared elsewhere2018-12-31$212,285
Administrative expenses (other) incurred2018-12-31$2,684,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-859,018,147
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,003,227,627
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,767,212,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,633,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$316,614,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$355,767,082
Interest on participant loans2018-12-31$4,414,904
Interest earned on other investments2018-12-31$760,271
Income. Interest from US Government securities2018-12-31$4,803,147
Income. Interest from corporate debt instruments2018-12-31$24,046,145
Value of interest in common/collective trusts at end of year2018-12-31$5,309,596,753
Value of interest in common/collective trusts at beginning of year2018-12-31$4,964,795,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$52,364,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$21,127,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$21,127,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$852,559
Asset value of US Government securities at end of year2018-12-31$402,473,172
Asset value of US Government securities at beginning of year2018-12-31$515,003,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,151,001
Net investment gain or loss from common/collective trusts2018-12-31$-371,420,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$121,564,803
Employer contributions (assets) at end of year2018-12-31$8,958,263
Employer contributions (assets) at beginning of year2018-12-31$1,966,610
Income. Dividends from preferred stock2018-12-31$337,321
Income. Dividends from common stock2018-12-31$9,607,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$867,207,578
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$175,381,173
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$12,110,486
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$303,712,286
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$546,198,403
Contract administrator fees2018-12-31$394,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$424,822,888
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,384,246,158
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,646,549
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,284,191
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,351,586,368
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,254,877,132
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2018-12-31042734675
2017 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$216,622,798
Total unrealized appreciation/depreciation of assets2017-12-31$216,622,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$690,071,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$426,661,733
Total income from all sources (including contributions)2017-12-31$1,532,154,045
Total loss/gain on sale of assets2017-12-31$45,164,026
Total of all expenses incurred2017-12-31$544,363,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$527,771,481
Expenses. Certain deemed distributions of participant loans2017-12-31$239,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$423,679,750
Value of total assets at end of year2017-12-31$8,457,284,398
Value of total assets at beginning of year2017-12-31$7,206,084,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,352,792
Total interest from all sources2017-12-31$31,033,624
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$27,405,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,871,090
Administrative expenses professional fees incurred2017-12-31$2,346,898
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$6,416,865
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$4,693,194
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$306,168,060
Participant contributions at end of year2017-12-31$123,001,987
Participant contributions at beginning of year2017-12-31$121,612,282
Participant contributions at end of year2017-12-31$6,099,988
Participant contributions at beginning of year2017-12-31$5,817,614
Assets. Other investments not covered elsewhere at end of year2017-12-31$102,320,554
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$118,969,064
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,906,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$418,229,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$205,838,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$687,787,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$425,544,053
Other income not declared elsewhere2017-12-31$2,843,372
Administrative expenses (other) incurred2017-12-31$2,301,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$987,790,105
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,767,212,497
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,779,422,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,221,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$355,767,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$360,775,921
Interest on participant loans2017-12-31$4,021,339
Interest earned on other investments2017-12-31$1,040,475
Income. Interest from US Government securities2017-12-31$4,404,585
Income. Interest from corporate debt instruments2017-12-31$21,142,392
Value of interest in common/collective trusts at end of year2017-12-31$4,964,795,712
Value of interest in common/collective trusts at beginning of year2017-12-31$4,284,085,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$21,127,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,023,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,023,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$424,833
Asset value of US Government securities at end of year2017-12-31$515,003,742
Asset value of US Government securities at beginning of year2017-12-31$457,942,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,732,094
Net investment gain or loss from common/collective trusts2017-12-31$779,672,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$96,605,666
Employer contributions (assets) at end of year2017-12-31$1,966,610
Employer contributions (assets) at beginning of year2017-12-31$1,941,065
Income. Dividends from preferred stock2017-12-31$176,144
Income. Dividends from common stock2017-12-31$24,358,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$527,771,481
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$12,110,486
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$11,690,979
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$546,198,403
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$499,615,858
Contract administrator fees2017-12-31$2,483,459
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,384,246,158
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,114,078,945
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,284,191
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,117,680
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$12,020,628,489
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,975,464,463
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2017-12-31042734675
2016 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$282,909,722
Total unrealized appreciation/depreciation of assets2016-12-31$282,909,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$426,661,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$366,663,584
Total income from all sources (including contributions)2016-12-31$922,857,309
Total loss/gain on sale of assets2016-12-31$9,065,712
Total of all expenses incurred2016-12-31$459,926,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$443,531,102
Expenses. Certain deemed distributions of participant loans2016-12-31$502,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$414,082,915
Value of total assets at end of year2016-12-31$7,206,084,125
Value of total assets at beginning of year2016-12-31$6,683,155,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,892,315
Total interest from all sources2016-12-31$29,120,637
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,899,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,091,234
Administrative expenses professional fees incurred2016-12-31$2,120,810
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$4,693,194
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$1,342,065
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$298,758,148
Participant contributions at end of year2016-12-31$121,612,282
Participant contributions at beginning of year2016-12-31$122,998,751
Participant contributions at end of year2016-12-31$5,817,614
Participant contributions at beginning of year2016-12-31$4,038,652
Assets. Other investments not covered elsewhere at end of year2016-12-31$118,969,064
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$148,858,605
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,995,683
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$205,838,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$176,745,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$425,544,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$364,418,465
Other income not declared elsewhere2016-12-31$2,560,776
Administrative expenses (other) incurred2016-12-31$2,076,416
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$1,792,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$462,930,929
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,779,422,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,316,491,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,695,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$360,775,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$316,825,991
Interest on participant loans2016-12-31$3,886,560
Interest earned on other investments2016-12-31$1,772,973
Income. Interest from US Government securities2016-12-31$4,116,775
Income. Interest from corporate debt instruments2016-12-31$19,173,438
Value of interest in common/collective trusts at end of year2016-12-31$4,284,085,296
Value of interest in common/collective trusts at beginning of year2016-12-31$3,894,642,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,023,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$19,783,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$19,783,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$170,891
Asset value of US Government securities at end of year2016-12-31$457,942,075
Asset value of US Government securities at beginning of year2016-12-31$438,064,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,992,300
Net investment gain or loss from common/collective trusts2016-12-31$134,226,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$94,329,084
Employer contributions (assets) at end of year2016-12-31$1,941,065
Employer contributions (assets) at beginning of year2016-12-31$2,011,067
Income. Dividends from preferred stock2016-12-31$30,779
Income. Dividends from common stock2016-12-31$21,777,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$443,531,102
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$11,690,979
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$18,543,060
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$499,615,858
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$440,522,873
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,114,078,945
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,096,984,981
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,117,680
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,245,119
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,964,096,633
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,955,030,921
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2016-12-31042734675
2015 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-137,747,053
Total unrealized appreciation/depreciation of assets2015-12-31$-137,747,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$366,663,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,021,202
Total income from all sources (including contributions)2015-12-31$404,570,367
Total loss/gain on sale of assets2015-12-31$77,902,643
Total of all expenses incurred2015-12-31$514,074,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$497,227,931
Expenses. Certain deemed distributions of participant loans2015-12-31$627,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$430,086,282
Value of total assets at end of year2015-12-31$6,683,155,047
Value of total assets at beginning of year2015-12-31$6,488,016,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,219,154
Total interest from all sources2015-12-31$33,427,744
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$25,409,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,657,838
Administrative expenses professional fees incurred2015-12-31$1,946,989
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$1,342,065
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$4,046,910
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$281,732,187
Participant contributions at end of year2015-12-31$122,998,751
Participant contributions at beginning of year2015-12-31$123,644,844
Participant contributions at end of year2015-12-31$4,038,652
Participant contributions at beginning of year2015-12-31$2,970,560
Assets. Other investments not covered elsewhere at end of year2015-12-31$148,858,605
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$240,555,846
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$21,915,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$176,745,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$50,097,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$364,418,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$59,648,778
Other income not declared elsewhere2015-12-31$1,574,448
Administrative expenses (other) incurred2015-12-31$1,973,249
Total non interest bearing cash at end of year2015-12-31$1,792,856
Total non interest bearing cash at beginning of year2015-12-31$543,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-109,504,279
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,316,491,463
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,425,995,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,127,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$316,825,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$720,024,985
Interest on participant loans2015-12-31$3,881,969
Interest earned on other investments2015-12-31$2,639,387
Income. Interest from US Government securities2015-12-31$5,455,684
Income. Interest from corporate debt instruments2015-12-31$21,380,620
Value of interest in common/collective trusts at end of year2015-12-31$3,894,642,940
Value of interest in common/collective trusts at beginning of year2015-12-31$3,005,438,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$19,783,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,589,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,589,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$70,084
Asset value of US Government securities at end of year2015-12-31$438,064,559
Asset value of US Government securities at beginning of year2015-12-31$483,375,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$34,385,285
Net investment gain or loss from common/collective trusts2015-12-31$-60,467,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$126,438,472
Employer contributions (assets) at end of year2015-12-31$2,011,067
Employer contributions (assets) at beginning of year2015-12-31$1,450,013
Income. Dividends from preferred stock2015-12-31$111,282
Income. Dividends from common stock2015-12-31$21,639,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$497,227,931
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$18,543,060
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$240,541,555
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$440,522,873
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$320,105,036
Contract administrator fees2015-12-31$3,171,356
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,096,984,981
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,280,633,204
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,245,119
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,372,424
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$9,783,036,057
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,705,133,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2015-12-31042734675
2014 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$25,225,245
Total unrealized appreciation/depreciation of assets2014-12-31$25,225,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,021,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$360,522,108
Total income from all sources (including contributions)2014-12-31$776,658,197
Total loss/gain on sale of assets2014-12-31$9,039,669
Total of all expenses incurred2014-12-31$500,797,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$472,543,967
Expenses. Certain deemed distributions of participant loans2014-12-31$11,865,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$397,782,784
Value of total assets at end of year2014-12-31$6,488,016,944
Value of total assets at beginning of year2014-12-31$6,510,656,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,387,520
Total interest from all sources2014-12-31$35,120,282
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,158,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,827,009
Administrative expenses professional fees incurred2014-12-31$1,841,663
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$4,046,910
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$7,685,078
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$265,500,053
Participant contributions at end of year2014-12-31$123,644,844
Participant contributions at beginning of year2014-12-31$123,233,333
Participant contributions at end of year2014-12-31$2,970,560
Participant contributions at beginning of year2014-12-31$2,214,641
Assets. Other investments not covered elsewhere at end of year2014-12-31$240,555,846
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$238,137,313
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,859,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$50,097,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$184,297,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$59,648,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$357,431,507
Other income not declared elsewhere2014-12-31$2,718,027
Administrative expenses (other) incurred2014-12-31$2,354,387
Total non interest bearing cash at end of year2014-12-31$543,106
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$275,860,852
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,425,995,742
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,150,134,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$9,490,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$720,024,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$764,287,973
Interest on participant loans2014-12-31$3,832,383
Interest earned on other investments2014-12-31$2,777,962
Income. Interest from US Government securities2014-12-31$7,100,693
Income. Interest from corporate debt instruments2014-12-31$21,383,430
Value of interest in common/collective trusts at end of year2014-12-31$3,005,438,672
Value of interest in common/collective trusts at beginning of year2014-12-31$2,721,161,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,589,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$18,427,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$18,427,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$25,814
Asset value of US Government securities at end of year2014-12-31$483,375,092
Asset value of US Government securities at beginning of year2014-12-31$663,392,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,820,772
Net investment gain or loss from common/collective trusts2014-12-31$256,793,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$116,422,973
Employer contributions (assets) at end of year2014-12-31$1,450,013
Employer contributions (assets) at beginning of year2014-12-31$948,253
Income. Dividends from preferred stock2014-12-31$387,460
Income. Dividends from common stock2014-12-31$22,943,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$472,543,967
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$240,541,555
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$217,189,289
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$320,105,036
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$276,881,349
Contract administrator fees2014-12-31$2,701,085
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,280,633,204
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,292,799,855
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,372,424
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,090,601
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$10,273,129,330
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,264,089,661
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2014-12-31042734675
2013 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$184,335,126
Total unrealized appreciation/depreciation of assets2013-12-31$184,335,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$360,522,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$298,717,275
Total income from all sources (including contributions)2013-12-31$1,288,032,664
Total loss/gain on sale of assets2013-12-31$26,161,074
Total of all expenses incurred2013-12-31$448,771,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$424,993,519
Expenses. Certain deemed distributions of participant loans2013-12-31$8,544,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$368,302,131
Value of total assets at end of year2013-12-31$6,510,656,998
Value of total assets at beginning of year2013-12-31$5,609,591,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,234,366
Total interest from all sources2013-12-31$35,260,535
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$26,343,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,600,684
Administrative expenses professional fees incurred2013-12-31$1,227,031
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$7,685,078
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$6,125,123
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$256,836,557
Participant contributions at end of year2013-12-31$123,233,333
Participant contributions at beginning of year2013-12-31$117,569,962
Participant contributions at end of year2013-12-31$2,214,641
Participant contributions at beginning of year2013-12-31$732,715
Assets. Other investments not covered elsewhere at end of year2013-12-31$238,137,313
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$347,154,865
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,943,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$184,297,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$271,299,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$357,431,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$294,856,157
Other income not declared elsewhere2013-12-31$1,867,580
Administrative expenses (other) incurred2013-12-31$1,215,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$839,260,672
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,150,134,890
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,310,874,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,585,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$764,287,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$830,876,321
Interest on participant loans2013-12-31$3,826,729
Interest earned on other investments2013-12-31$2,575,942
Income. Interest from US Government securities2013-12-31$6,238,167
Income. Interest from corporate debt instruments2013-12-31$22,554,379
Value of interest in common/collective trusts at end of year2013-12-31$2,721,161,767
Value of interest in common/collective trusts at beginning of year2013-12-31$2,461,866,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$18,427,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$68,069,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$68,069,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$65,318
Asset value of US Government securities at end of year2013-12-31$663,392,650
Asset value of US Government securities at beginning of year2013-12-31$541,518,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,039,908
Net investment gain or loss from common/collective trusts2013-12-31$632,722,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$98,522,491
Employer contributions (assets) at end of year2013-12-31$948,253
Employer contributions (assets) at beginning of year2013-12-31$4,525,371
Income. Dividends from preferred stock2013-12-31$404,966
Income. Dividends from common stock2013-12-31$21,338,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$424,993,519
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$217,189,289
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$150,474,713
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$276,881,349
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$258,740,368
Contract administrator fees2013-12-31$3,206,947
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,292,799,855
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$550,637,785
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,090,601
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,861,118
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$20,068,309,751
Aggregate carrying amount (costs) on sale of assets2013-12-31$20,042,148,677
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2013-12-31042734675
2012 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$118,861,458
Total unrealized appreciation/depreciation of assets2012-12-31$118,861,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$298,717,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,396,307
Total income from all sources (including contributions)2012-12-31$932,522,247
Total loss/gain on sale of assets2012-12-31$29,399,737
Total of all expenses incurred2012-12-31$326,139,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$310,036,557
Expenses. Certain deemed distributions of participant loans2012-12-31$5,854,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$368,364,976
Value of total assets at end of year2012-12-31$5,609,591,493
Value of total assets at beginning of year2012-12-31$4,736,887,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,248,698
Total interest from all sources2012-12-31$34,019,462
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,709,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,466,634
Administrative expenses professional fees incurred2012-12-31$3,526,543
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$6,125,123
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$2,577,524
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$115,396,732
Participant contributions at end of year2012-12-31$117,569,962
Participant contributions at beginning of year2012-12-31$113,163,496
Participant contributions at end of year2012-12-31$732,715
Participant contributions at beginning of year2012-12-31$6,866,172
Assets. Other investments not covered elsewhere at end of year2012-12-31$347,154,865
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$591,780,130
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,023,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$271,299,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$91,062,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$294,856,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$29,453,717
Other income not declared elsewhere2012-12-31$-1,445,051
Administrative expenses (other) incurred2012-12-31$6,722,155
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$18,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$606,382,797
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,310,874,218
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,704,491,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$830,876,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$156,486,557
Interest on participant loans2012-12-31$3,935,295
Interest earned on other investments2012-12-31$1,912,560
Income. Interest from US Government securities2012-12-31$7,086,107
Income. Interest from corporate debt instruments2012-12-31$19,936,970
Value of interest in common/collective trusts at end of year2012-12-31$2,461,866,129
Value of interest in common/collective trusts at beginning of year2012-12-31$2,115,337,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$68,069,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$464,827,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$464,827,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,148,530
Asset value of US Government securities at end of year2012-12-31$541,518,478
Asset value of US Government securities at beginning of year2012-12-31$391,893,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,695,769
Net investment gain or loss from common/collective trusts2012-12-31$335,916,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$239,945,155
Employer contributions (assets) at end of year2012-12-31$4,525,371
Employer contributions (assets) at beginning of year2012-12-31$8,780,585
Income. Dividends from preferred stock2012-12-31$85,409
Income. Dividends from common stock2012-12-31$12,157,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$310,036,557
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$150,474,713
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$147,424,049
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$258,740,368
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$193,769,018
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$550,637,785
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$452,900,106
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,861,118
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,942,590
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$17,346,827,028
Aggregate carrying amount (costs) on sale of assets2012-12-31$17,317,427,291
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2012-12-31042734675
2011 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-30,888,668
Total unrealized appreciation/depreciation of assets2011-12-31$-30,888,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,396,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$153,359,922
Total income from all sources (including contributions)2011-12-31$318,868,397
Total loss/gain on sale of assets2011-12-31$12,458,489
Total of all expenses incurred2011-12-31$329,572,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$322,422,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$367,584,190
Value of total assets at end of year2011-12-31$4,736,887,728
Value of total assets at beginning of year2011-12-31$4,868,555,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,149,512
Total interest from all sources2011-12-31$34,571,962
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,212,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,091,075
Administrative expenses professional fees incurred2011-12-31$1,410,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$2,577,524
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$359,878
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$228,811,740
Participant contributions at end of year2011-12-31$113,163,496
Participant contributions at beginning of year2011-12-31$106,824,387
Participant contributions at end of year2011-12-31$6,866,172
Participant contributions at beginning of year2011-12-31$6,790,008
Assets. Other investments not covered elsewhere at end of year2011-12-31$591,780,130
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$653,105,737
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,121,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$91,062,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$123,613,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$29,453,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$151,211,704
Other income not declared elsewhere2011-12-31$-4,182,868
Total non interest bearing cash at end of year2011-12-31$18,151
Total non interest bearing cash at beginning of year2011-12-31$63,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,703,864
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,704,491,421
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,715,195,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,739,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$156,486,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$204,323,865
Interest on participant loans2011-12-31$3,868,114
Interest earned on other investments2011-12-31$1,782,116
Income. Interest from US Government securities2011-12-31$8,141,649
Income. Interest from corporate debt instruments2011-12-31$19,737,765
Value of interest in common/collective trusts at end of year2011-12-31$2,115,337,519
Value of interest in common/collective trusts at beginning of year2011-12-31$2,196,698,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$464,827,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$357,950,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$357,950,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,042,318
Asset value of US Government securities at end of year2011-12-31$391,893,934
Asset value of US Government securities at beginning of year2011-12-31$393,752,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,726,800
Net investment gain or loss from common/collective trusts2011-12-31$-53,159,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$127,650,754
Employer contributions (assets) at end of year2011-12-31$8,780,585
Employer contributions (assets) at beginning of year2011-12-31$4,292,376
Income. Dividends from preferred stock2011-12-31$43,282
Income. Dividends from common stock2011-12-31$10,077,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$322,422,749
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$147,424,049
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$135,636,135
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$193,769,018
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$204,350,890
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$452,900,106
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$480,794,052
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,942,590
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,148,218
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$9,531,589,628
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,519,131,139
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2011-12-31042734675
2010 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$61,608,182
Total unrealized appreciation/depreciation of assets2010-12-31$61,608,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$153,359,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$64,833,680
Total income from all sources (including contributions)2010-12-31$900,971,111
Total loss/gain on sale of assets2010-12-31$29,736,211
Total of all expenses incurred2010-12-31$313,843,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$305,930,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$382,256,432
Value of total assets at end of year2010-12-31$4,868,555,207
Value of total assets at beginning of year2010-12-31$4,192,901,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,912,411
Total interest from all sources2010-12-31$30,671,312
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,970,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,971,679
Administrative expenses professional fees incurred2010-12-31$1,430,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$359,878
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$224,299,590
Participant contributions at end of year2010-12-31$106,824,387
Participant contributions at beginning of year2010-12-31$97,713,714
Participant contributions at end of year2010-12-31$6,790,008
Participant contributions at beginning of year2010-12-31$6,501,051
Assets. Other investments not covered elsewhere at end of year2010-12-31$653,105,737
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$347,624,075
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$23,976,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$123,613,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$60,853,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$151,211,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$62,316,612
Other income not declared elsewhere2010-12-31$26,916,553
Administrative expenses (other) incurred2010-12-31$66,331
Total non interest bearing cash at end of year2010-12-31$63,472
Total non interest bearing cash at beginning of year2010-12-31$82,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$587,127,874
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,715,195,285
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,128,067,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,416,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$204,323,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$412,548,096
Interest on participant loans2010-12-31$4,128,851
Interest earned on other investments2010-12-31$662,257
Income. Interest from US Government securities2010-12-31$6,647,436
Income. Interest from corporate debt instruments2010-12-31$17,182,473
Value of interest in common/collective trusts at end of year2010-12-31$2,196,698,418
Value of interest in common/collective trusts at beginning of year2010-12-31$2,004,850,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$357,950,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$435,754,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$435,754,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,050,295
Asset value of US Government securities at end of year2010-12-31$393,752,791
Asset value of US Government securities at beginning of year2010-12-31$126,403,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$34,021,231
Net investment gain or loss from common/collective trusts2010-12-31$322,791,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$133,980,545
Employer contributions (assets) at end of year2010-12-31$4,292,376
Employer contributions (assets) at beginning of year2010-12-31$4,710,989
Income. Dividends from preferred stock2010-12-31$9,446
Income. Dividends from common stock2010-12-31$8,988,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$305,930,826
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$135,636,135
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$131,896,975
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$204,350,890
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$161,514,889
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$480,794,052
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$402,446,838
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,148,218
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,517,068
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$18,188,044,556
Aggregate carrying amount (costs) on sale of assets2010-12-31$18,158,308,345
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2010-12-31042734675
2009 : LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN

2023: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIBERTY MUTUAL 401(K) PLAN FKA LIBERTY MUTUAL EMPLOYEES' THRIFT-INCENTIVE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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