Marsh & Mclennan Companies 401(K) Savings And Investment 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 401(K) Savings And Investment Plan is a benefit plan reported by Marsh & Mclennan Companies, Inc. under EIN 36-2668272 and plan number 003. The latest loaded filing year is 2023. The filing reports 34,309 participants and $6,696,570,846 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.7BPlan net assets, end of year$6,695,916,679
Participants34.3KCovered participants reported34,309
Assets / participant$195.2KComputed: assets ÷ participants$195,184 (computed)
Provider compensationNone reported
Plan sponsor
Marsh & Mclennan Companies, Inc.
EIN
36-2668272
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334,309H20241001183306NAL0007251089001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.7B total assets
Net assets$6.7BLiabilities$654.2K
Money in vs. money out
Total income / additions$1.4B
Total expenses$478.4M
Benefits paid / distributions$478.4M
Contributions
Employer$143.9M
Participant$227.2M
Full reported line items

Net assets

Total assets (EOY)
$6,696,570,846
Total liabilities (EOY)
$654,167
Net assets (EOY)
$6,695,916,679
Net assets (BOY)
$5,750,030,915

Income & contributions

Employer contributions
$143,930,698
Participant contributions
$227,151,536
Total contributions
$403,045,033
Total income / additions
$1,425,071,924

Expenses & distributions

Benefits paid
$478,423,180
Administrative expenses
$0
Total expenses
$478,423,180
Net increase / (decrease)
$946,648,744
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income34%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages