Plan5500

Jlt (Usa) Employees' 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, Jlt (Usa) Employees' Retirement Plan is a benefit plan reported by Marsh & Mclennan Companies, Inc. under EIN 36-2668272 and plan number 008. The latest loaded filing year is 2023. The filing reports 899 participants and $39,492,635 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
008
Plan type
2
Location
Hoboken, NJ
Latest filing year
2023
Participants
899
End-of-year plan assets
$39,492,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023899H, C20240926133255NAL0000833505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,492,635
Total liabilities (EOY)
$21,825
Net assets (EOY)
$39,470,810
Net assets (BOY)
$37,762,348

Income & contributions

Employer contributions
$950,000
Total contributions
$950,000
Total income / additions
$5,877,631

Expenses & distributions

Benefits paid
$3,599,873
Administrative expenses
$569,296
Total expenses
$4,169,169
Net increase / (decrease)
$1,708,462

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock RetirementRETAINED BY EMPLOYER$85,800$02023
Navolio & Tallman LlpRETAINED BY EMPLOYER$23,000not reported in the loaded dataset2023

Related Form 5500 pages