Jlt (Usa) Stable Value Plan - Tw Legacy — 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) Stable Value Plan - Tw Legacy is a benefit plan reported by Marsh & Mclennan Companies, Inc. under EIN 36-2668272 and plan number 010. The latest loaded filing year is 2023. The filing reports 151 participants and $4,974,869 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
010
Plan type
2
Location
Hoboken, NJ
Latest filing year
2023
Participants
151
End-of-year plan assets
$4,974,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240926133723NAL0000717073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,974,869
Total liabilities (EOY)
$12,602
Net assets (EOY)
$4,962,267
Net assets (BOY)
$4,705,378

Income & contributions

Employer contributions
$380,000
Total contributions
$380,000
Total income / additions
$783,083

Expenses & distributions

Benefits paid
$389,947
Administrative expenses
$136,247
Total expenses
$526,194
Net increase / (decrease)
$256,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock RetirementRETAINED BY EMPLOYER$50,000$02023
Navolio & Tallman LlpRETAINED BY EMPLOYER$14,500not reported in the loaded dataset2023

Related Form 5500 pages