2023 Form 5500 filing — Marsh & Mclennan Companies, Inc. Master Retirement Savings Trust
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 20241001161812NAL0012139856001) for Marsh & Mclennan Companies, Inc. Master Retirement Savings Trust, reported by Marsh & Mclennan Companies, Inc. under EIN 13-2854946 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001161812NAL0012139856001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Marsh & Mclennan Companies, Inc.
- EIN
- 13-2854946
- Plan number
- 001
- Location
- New York, NY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,675,082,069
- Total liabilities (EOY)
- $1,521,561
- Net assets (EOY)
- $3,673,560,508
- Total income / additions
- $515,915,453
- Benefits paid
- $0
- Administrative expenses
- $745,035
- Total expenses
- $745,035
- Net increase / (decrease)
- $515,170,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invesco Capital Management | NONE | $517,672 | $0 |
| State Street Global Advisors Co. | NONE | $107,259 | $0 |
| Fiduciary Counselors Inc | NONE | $85,000 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $41,747 | $0 |