Marsh & Mclennan Companies Retirement Plan — 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 Retirement Plan is a benefit plan reported by Marsh & Mclennan Companies, Inc. under EIN 36-2668272 and plan number 001. The latest loaded filing year is 2023. The filing reports 37,859 participants and $4,390,434,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marsh & Mclennan Companies, Inc.
- EIN
- 36-2668272
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 37,859
- End-of-year plan assets
- $4,390,434,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,859 | H, C | 20241001164622NAL0007128193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,390,434,128
- Total liabilities (EOY)
- $192,765,918
- Net assets (EOY)
- $4,197,668,210
- Net assets (BOY)
- $4,223,631,460
Income & contributions
- Total contributions
- $0
- Total income / additions
- $401,860,944
Expenses & distributions
- Benefits paid
- $388,564,999
- Administrative expenses
- $39,259,195
- Total expenses
- $427,824,194
- Net increase / (decrease)
- -$25,963,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lifeworks (Us) Ltd. | NONE | $4,971,771 | not reported in the loaded dataset | 2023 |
| Prudential Bank & Trust Company | NONE | $1,595,014 | $0 | 2023 |
| Hamilton Lane Advisors LLC | NONE | $1,550,000 | $0 | 2023 |
| Pacific Investment Management Co. | NONE | $745,159 | $0 | 2023 |
| Loomis Sayles | NONE | $587,401 | $0 | 2023 |
| Northern Trust Company | NONE | $471,198 | $0 | 2023 |
| Nisa Investment Advisors L.L.C. | NONE | $467,397 | $0 | 2023 |
| Aqr Capital Management LLC | NONE | $433,449 | $0 | 2023 |
| Logan Circle Partners, Lp | NONE | $397,579 | $0 | 2023 |
| Jacobs Levy Equity Management Inc. | NONE | $394,472 | $0 | 2023 |
| Lsv Asset Management | NONE | $333,802 | $0 | 2023 |
| Mfs Institutional Advisors | NONE | $297,313 | $0 | 2023 |
| American Century Investment Managem | NONE | $293,837 | $0 | 2023 |
| T. Rowe Price Trust Company | NONE | $288,214 | $0 | 2023 |
| William Blair Investment Management | NONE | $260,909 | $0 | 2023 |
| Deloitte Tax Llp | NONE | $180,435 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $165,426 | not reported in the loaded dataset | 2023 |
| Paamco | NONE | $138,673 | $0 | 2023 |
| Acadian Asset Management, LLC | NONE | $122,085 | $0 | 2023 |
| Blackrock | NONE | $117,768 | $0 | 2023 |
| Aetna Life Insurance Company | NONE | $71,579 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $56,313 | $0 | 2023 |
| General American Investors Co. | NONE | $36,120 | $0 | 2023 |
| Fiduciary Counselors Inc | NONE | $25,000 | not reported in the loaded dataset | 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
- Lifeworks (Us) Ltd. — Schedule C compensation
- Prudential Bank & Trust Company — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nisa Investment Advisors L.L.C. — Schedule C compensation
- Aqr Capital Management LLC — Schedule C compensation
- Logan Circle Partners, Lp — Schedule C compensation
- Jacobs Levy Equity Management Inc. — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Mfs Institutional Advisors — Schedule C compensation
- American Century Investment Managem — Schedule C compensation
- T. Rowe Price Trust Company — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Paamco — Schedule C compensation
- Acadian Asset Management, LLC — Schedule C compensation
- Blackrock — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- General American Investors Co. — Schedule C compensation
- Fiduciary Counselors Inc — Schedule C compensation