Marsh & Mclennan Agency 401(K) Savings & 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 Agency 401(K) Savings & Investment Plan is a benefit plan reported by Marsh & Mclennan Companies, Inc. under EIN 36-2668272 and plan number 006. The latest loaded filing year is 2023. The filing reports 11,885 participants and $1,229,624,612 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2BPlan net assets, end of year$1,229,554,338
Participants11.9KCovered participants reported11,885
Assets / participant$103.5KComputed: assets ÷ participants$103,460 (computed)
Provider compensationNone reported
Plan sponsor
Marsh & Mclennan Companies, Inc.
EIN
36-2668272
Plan number
006
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,885H20241001170849NAL0012254928001
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)$1.2B total assets
Net assets$1.2BLiabilities$70.3K
Money in vs. money out
Total income / additions$335.8M
Total expenses$74M
Benefits paid / distributions$74M
Contributions
Employer$27.1M
Participant$95.1M
Full reported line items

Net assets

Total assets (EOY)
$1,229,624,612
Total liabilities (EOY)
$70,274
Net assets (EOY)
$1,229,554,338
Net assets (BOY)
$966,990,160

Income & contributions

Employer contributions
$27,103,772
Participant contributions
$95,128,624
Total contributions
$155,559,582
Total income / additions
$335,844,858

Expenses & distributions

Benefits paid
$74,043,660
Administrative expenses
$0
Total expenses
$74,043,660
Net increase / (decrease)
$261,801,198
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 22%Participant 78%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages