Marsh & Mclennan Companies, Inc. Master Retirement Savings Trust — Form 5500 plan (Marsh & Mclennan Companies, Inc.)
Plain-English plan 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, Marsh & Mclennan Companies, Inc. Master Retirement Savings Trust is a benefit plan reported by Marsh & Mclennan Companies, Inc. under EIN 13-2854946 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,675,082,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marsh & Mclennan Companies, Inc.
- EIN
- 13-2854946
- Plan number
- 001
- Plan type
- 4
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,675,082,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241001161812NAL0012139856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,675,082,069
- Total liabilities (EOY)
- $1,521,561
- Net assets (EOY)
- $3,673,560,508
- Net assets (BOY)
- $3,256,859,977
Income & contributions
- Total contributions
- $0
- Total income / additions
- $515,915,453
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $745,035
- Total expenses
- $745,035
- Net increase / (decrease)
- $515,170,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Invesco Capital Management | NONE | $517,672 | $0 | 2023 |
| State Street Global Advisors Co. | NONE | $107,259 | $0 | 2023 |
| Fiduciary Counselors Inc | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $41,747 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marsh & Mclennan Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Invesco Capital Management — Schedule C compensation
- State Street Global Advisors Co. — Schedule C compensation
- Fiduciary Counselors Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation