2023 Form 5500 filing — Jlt (Usa) Stable Value Plan - Tw Legacy
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926133723NAL0000717073001) for Jlt (Usa) Stable Value Plan - Tw Legacy, reported by Marsh & Mclennan Companies, Inc. under EIN 36-2668272 and plan number 010. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926133723NAL0000717073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marsh & Mclennan Companies, Inc.
- EIN
- 36-2668272
- Plan number
- 010
- Location
- Hoboken, NJ
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,974,869
- Total liabilities (EOY)
- $12,602
- Net assets (EOY)
- $4,962,267
- Employer contributions
- $380,000
- Total income / additions
- $783,083
- Benefits paid
- $389,947
- Administrative expenses
- $136,247
- Total expenses
- $526,194
- Net increase / (decrease)
- $256,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement | RETAINED BY EMPLOYER | $50,000 | $0 |
| Navolio & Tallman Llp | RETAINED BY EMPLOYER | $14,500 | not reported in the loaded dataset |