401k Plan data: LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN plan

LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 401k Plan overview

Plan Name	LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN
Plan identification number	001

LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). 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 AGENCY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: LIBERTY MUTUAL AGENCY CORPORATION

Employer identification number (EIN): 510290450

NAIC Classification: 524290

Additional information about LIBERTY MUTUAL AGENCY CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2042102

More information about LIBERTY MUTUAL AGENCY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 MARY CONNOLLY
001 2011-01-01 MARY CONNOLLY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	MARY CONNOLLY
001	2011-01-01	MARY CONNOLLY

Plan Statistics for LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN

401k plan membership statisitcs for LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN

Measure Date Value
2012: LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10,279
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 343
2011: LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10,040
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10,030
Number of retired or separated participants receiving benefits 2011-01-01 53
Number of other retired or separated participants entitled to future benefits 2011-01-01 158
Total of all active and inactive participants 2011-01-01 10,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 10,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 399

Measure	Date	Value
2012: LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10,279
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	343
2011: LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10,040
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10,030
Number of retired or separated participants receiving benefits	2011-01-01	53
Number of other retired or separated participants entitled to future benefits	2011-01-01	158
Total of all active and inactive participants	2011-01-01	10,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	10,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	399

Financial Data on LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN

Measure	Date	Value
2012 : LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$68,043,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$26,173
Total income from all sources (including contributions)	2012-12-31	$33,474,146
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,321,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,321,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$29,000,000
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$35,916,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$26,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$32,152,599
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$35,890,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$24,916,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$29,000,000
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,321,547
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	DANIEL DENNIS & COMPANY
Accountancy firm EIN	2012-12-31	042734675
2011 : LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$26,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$36,616,991
Total of all expenses incurred	2011-12-31	$726,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$479,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$41,000,000
Value of total assets at end of year	2011-12-31	$35,916,750
Value of total assets at beginning of year	2011-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$246,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$246,033
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$465
Liabilities. Value of operating payables at end of year	2011-12-31	$26,173
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$35,890,577
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$35,890,577
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in master investment trust accounts at end of year	2011-12-31	$24,916,750
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$41,000,000
Employer contributions (assets) at end of year	2011-12-31	$11,000,000
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$479,916
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN	2011-12-31	042734675

Form 5500 Responses for LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN

2012: LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LIBERTY MUTUAL AGENCY CORPORATION RETIREMENT BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LIBERTY MUTUAL AGENCY CORPORATION
Employer identification number (EIN):	510290450
NAIC Classification:	524290

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2042102