2023 Form 5500 filing — Marsh & Mclennan Companies Retirement Plan
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 20241001164622NAL0007128193001) for Marsh & Mclennan Companies Retirement Plan, reported by Marsh & Mclennan Companies, Inc. under EIN 36-2668272 and plan number 001. It reports 37,859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001164622NAL0007128193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marsh & Mclennan Companies, Inc.
- EIN
- 36-2668272
- Plan number
- 001
- Location
- New York, NY
- Participants
- 37,859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,390,434,128
- Total liabilities (EOY)
- $192,765,918
- Net assets (EOY)
- $4,197,668,210
- Total income / additions
- $401,860,944
- Benefits paid
- $388,564,999
- Administrative expenses
- $39,259,195
- Total expenses
- $427,824,194
- Net increase / (decrease)
- -$25,963,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lifeworks (Us) Ltd. | NONE | $4,971,771 | not reported in the loaded dataset |
| Prudential Bank & Trust Company | NONE | $1,595,014 | $0 |
| Hamilton Lane Advisors LLC | NONE | $1,550,000 | $0 |
| Pacific Investment Management Co. | NONE | $745,159 | $0 |
| Loomis Sayles | NONE | $587,401 | $0 |
| Northern Trust Company | NONE | $471,198 | $0 |
| Nisa Investment Advisors L.L.C. | NONE | $467,397 | $0 |
| Aqr Capital Management LLC | NONE | $433,449 | $0 |
| Logan Circle Partners, Lp | NONE | $397,579 | $0 |
| Jacobs Levy Equity Management Inc. | NONE | $394,472 | $0 |
| Lsv Asset Management | NONE | $333,802 | $0 |
| Mfs Institutional Advisors | NONE | $297,313 | $0 |
| American Century Investment Managem | NONE | $293,837 | $0 |
| T. Rowe Price Trust Company | NONE | $288,214 | $0 |
| William Blair Investment Management | NONE | $260,909 | $0 |
| Deloitte Tax Llp | NONE | $180,435 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $165,426 | not reported in the loaded dataset |
| Paamco | NONE | $138,673 | $0 |
| Acadian Asset Management, LLC | NONE | $122,085 | $0 |
| Blackrock | NONE | $117,768 | $0 |
| Aetna Life Insurance Company | NONE | $71,579 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $56,313 | $0 |
| General American Investors Co. | NONE | $36,120 | $0 |
| Fiduciary Counselors Inc | NONE | $25,000 | not reported in the loaded dataset |