Request for Proposals
The Insurance Commissioner is currently seeking proposals from consultants in the areas of accounting and legal services to review the proposed sale of Safeco Insurance Company of America and its Washington affiliates to Liberty Mutual Holding Company, Inc.
Bidders may submit written questions regarding this request for proposals (RFP) through May 28, 2008. Bidders are encouraged to submit questions as early as possible.
All proposals are due no later than June 9, 2008.
RFP and Form A applications
All links below open
PDF documents.
RFP
RFP list of apparent successful bidders (55 KB)
RFP for Safeco - Liberty Mutual (1.6 MB / 4 min.)*
RFP questions & answers (286 KB)
Form A
- Part 1, Form A statement (938 KB / 2 min.)
- Part 2, Merger agreement and plan (3.2 MB / 8 min.)
- Part 3, Organizational charts & directors/officers (227 KB)
- Part 4, Liberty Mutual Holding (LMHC) bio affidavits (B-C) (1.5 MB / 4 min.)
- Part 5, LMHC biographical affidavits (C-D) (1.6 MB / 4 min.)
- Part 6, LMHC biographical affidavits (E-G) (1.3 MB / 3 min.)
- Part 7, LMHC biographical affidavits (H-K) (1.6 MB / 4 min.)
- Part 8, LMHC biographical affidavits (L) (1.2 MB / 3 min.)
- Part 9, LMHC biographical affidavits (M) (1.3 MB / 3 min.)
- Part 10, LMHC biographical affidavits (M-R) (1.3 MB / 3 min.)
- Part 11, LMHC biographical affidavits (S-V) (1.4 MB / 3 min.)
- Part 12, LMHC biographical affidavits (T-Y) (797 KB / 2 min.)
- Part 13, Exhibit 6 - Commitment letters (1 MB / 3 min.)
- Part 14, Investment, tax, & mgmt agreements (1.4 MB / 3 min.)
- Part 15, Liberty Insurance Holdings (LIH) bio affidavits (D-G) (1.7 MB / 4 min.)
- Part 16, LIH biographical affidavits (G-T) (2.1 MB / 5 min.)
- Part 17, LMHC financial statements 2004-2007 (3.2 MB / 8 min.)
- Part 18, LIH financial statements 2003-2007, LMIC 3/2008 (4 MB / 10 min.)
- Part 19, Liberty Mutual Insurance (LMIC) 2007 annual statement (2 MB / 5 min.)
- Part 20, LMIC 2006 annual statement (1.9 MB / 5 min.)
- Part 21, LMIC 2005 annual statement (1.9 MB / 5 min.)
- Part 22, LMIC 2004 annual statement (1.8 MB / 5 min.)
- Part 23, LMIC 2003 annual statement (1.8 MB / 5 min.)
- Part 24, Analysis of potential competitive impact of merger (680 KB / 2 min.)
- Part 25, Market share analysis (1.7 MB / 4 min.)
- Part 26, Market share HHI analysis (779 KB / 2 min.)
In the event that you are unable to completely download any of these files please contact Shelly Goodwin at shellyg@oic.wa.gov or call 360-725-7203 to request a copy on CD.
*Minutes shown are estimates of how long it will take to download PDFs using a 56 Kb modem.
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