Liberty Mutual Employees' Thrift-incentive Plan

Wealthminder's Take

Liberty Mutual Employees' Thrift-incentive Plan at Liberty Mutual Group Inc. in the Finance and Insurance industry has 7 investment options, and a total of $6,488,016,944.00 in assets. With 54,323 participants, the Liberty Mutual Employees' Thrift-incentive Plan has an average balance per participant of $119,434.07.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
40
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
25
Company Match Level
30
Employee Participation Rate
47
Employee Contribution Level
51
Average Balance Size
69
Liberty Mutual Group Inc. Details
Address
175 Berkeley Street
Boston, MA 02116
Telephone
617-357-9500
Total Assets
$6,488,016,944.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
54,323
Plan Investment Options
Name
Sponsor
Current Value
Equity Index Fund T
Blackrock Institutional Trust Compa
$1,871,496,291.00
S&p Mid Cap R Indx Nl Sf Class A
State Street Bank & Trust
$582,883,700.00
Russell Small Cap R Indx Sl Sf Cl I
State Street Bank And Trust
$215,543,797.00
Eafe Index Fund T
Blackrock Institutional Trust Compa
$215,209,314.00
Wtc Cif Ii Tips Portfolio Series I
Wellington Trust Company, Na
$118,175,011.00
Coltv Short Term Investment Fund
Northern Trust Company
$2,130,559.00
Short-term Investment Fund
Blackrock Institutional Trust Compa
$.00
Service Providers
  • Hewitt Associates Llc
  • Morgan Stanley Investment Mgt Ltd
  • Peregrine Capital Management
  • Pacific Investment Management Co
  • Sterling Capital Management Llc
  • Westfield Capital Management Co
  • Mondrian Investment Partners Ltd
  • Artisan Partners Ltd Partnership
  • Financial Engines Advisors, Llc
  • Stone Harbor Investment Partners Lp
  • Galliard Capital Management, Inc.
  • Northern Trust Company
  • State Street Bank & Trust Co
  • Rocaton
  • Daniel Dennis Co.
  • Blackrock Institutional Trust Co Na
  • Wellington Trust Company, Na
  • Hewitt Financial Services, Llc
  • Northern Trust Corporation
  • Matthews International Capital Mgt
  • Wells Fargo Funds Management Llc
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