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MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 401k Plan overview

Plan NameMARSH & MCLENNAN COMPANIES RETIREMENT PLAN
Plan identification number 001

MARSH & MCLENNAN COMPANIES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

MARSH & MCLENNAN COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARSH & MCLENNAN COMPANIES, INC.
Employer identification number (EIN):362668272
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSH & MCLENNAN COMPANIES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JONATHAN DIMARCO2024-09-30 SUSAN MURPHY2024-09-30
0012022-01-01JONATHAN DIMARCO2023-09-27 SUSAN MURPHY2023-09-28
0012021-01-01SUSAN MURPHY2022-09-29 SUSAN MURPHY2022-09-29
0012020-01-01SUSAN MURPHY2021-09-29 SUSAN MURPHY2021-09-29
0012019-01-01JONATHAN DIMARCO2020-10-14 JONATHAN DIMARCO2020-10-14
0012019-01-01JOHNATHAN DIMARCO2021-09-28 JOHNATHAN DIMARCO2021-09-28
0012017-01-01
0012016-01-01
0012015-01-01ALEX VOITOVICH
0012014-01-01ALEX VOITOVICH
0012013-01-01ALEX VOITOVICH
0012012-01-01ALEX VOITOVICH
0012011-01-01ALEX VOITOVICH
0012009-01-01ALEX VOITOVICH ALEX VOITOVICH2010-10-15

Plan Statistics for MARSH & MCLENNAN COMPANIES RETIREMENT PLAN

401k plan membership statisitcs for MARSH & MCLENNAN COMPANIES RETIREMENT PLAN

Measure Date Value
2023: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0137,859
Total number of active participants reported on line 7a of the Form 55002023-01-017,319
Number of retired or separated participants receiving benefits2023-01-0115,517
Number of other retired or separated participants entitled to future benefits2023-01-019,983
Total of all active and inactive participants2023-01-0132,819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012,170
Total participants2023-01-0134,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-315,460,624,027
Acturial value of plan assets2022-12-315,067,102,255
Funding target for retired participants and beneficiaries receiving payment2022-12-312,632,529,649
Number of terminated vested participants2022-12-3112,650
Fundng target for terminated vested participants2022-12-31945,158,330
Active participant vested funding target2022-12-31835,995,904
Number of active participants2022-12-318,819
Total funding liabilities for active participants2022-12-31840,152,567
Total participant count2022-12-3138,540
Total funding target for all participants2022-12-314,417,840,546
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3133,177,410
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3133,177,410
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3137,828,883
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3127,000,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0138,282
Total number of active participants reported on line 7a of the Form 55002022-01-017,766
Number of retired or separated participants receiving benefits2022-01-0115,184
Number of other retired or separated participants entitled to future benefits2022-01-0112,809
Total of all active and inactive participants2022-01-0135,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012,100
Total participants2022-01-0137,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-315,047,245,043
Acturial value of plan assets2021-12-314,603,207,665
Funding target for retired participants and beneficiaries receiving payment2021-12-312,540,931,923
Number of terminated vested participants2021-12-3112,403
Fundng target for terminated vested participants2021-12-31918,637,058
Active participant vested funding target2021-12-31864,924,487
Number of active participants2021-12-319,698
Total funding liabilities for active participants2021-12-31874,216,568
Total participant count2021-12-3138,830
Total funding target for all participants2021-12-314,333,785,549
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3112,996,173
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3112,996,173
Present value of excess contributions2021-12-3117,428,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3118,431,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3118,431,952
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3133,177,410
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3127,000,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0138,588
Total number of active participants reported on line 7a of the Form 55002021-01-018,819
Number of retired or separated participants receiving benefits2021-01-0114,997
Number of other retired or separated participants entitled to future benefits2021-01-0112,477
Total of all active and inactive participants2021-01-0136,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,989
Total participants2021-01-0138,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-314,683,757,279
Acturial value of plan assets2020-12-314,448,655,994
Funding target for retired participants and beneficiaries receiving payment2020-12-312,470,372,695
Number of terminated vested participants2020-12-3112,281
Fundng target for terminated vested participants2020-12-31897,056,559
Active participant vested funding target2020-12-31894,588,836
Number of active participants2020-12-3110,444
Total funding liabilities for active participants2020-12-31907,850,690
Total participant count2020-12-3139,189
Total funding target for all participants2020-12-314,275,279,944
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3132,870,911
Prefunding balanced used to offset prior years funding requirement2020-12-3132,870,911
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3110,609,742
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3113,002,239
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3112,996,173
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3112,996,173
Total employer contributions2020-12-3118,419,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3117,428,094
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3126,000,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3117,428,094
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0138,973
Total number of active participants reported on line 7a of the Form 55002020-01-019,698
Number of retired or separated participants receiving benefits2020-01-0114,767
Number of other retired or separated participants entitled to future benefits2020-01-0112,258
Total of all active and inactive participants2020-01-0136,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,865
Total participants2020-01-0138,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0158
2019: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-314,038,776,978
Acturial value of plan assets2019-12-314,234,259,508
Funding target for retired participants and beneficiaries receiving payment2019-12-312,443,447,084
Number of terminated vested participants2019-12-3111,800
Fundng target for terminated vested participants2019-12-31895,599,160
Active participant vested funding target2019-12-31992,316,105
Number of active participants2019-12-3111,747
Total funding liabilities for active participants2019-12-311,013,774,879
Total participant count2019-12-3139,747
Total funding target for all participants2019-12-314,352,821,123
Balance at beginning of prior year after applicable adjustments2019-12-3164,111,351
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3140,421,052
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3127,000,000
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3137,111,351
Amount remaining of prefunding balance2019-12-3140,421,052
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-3134,639,735
Reductions in prefunding balances due to elections or deemed elections2019-12-314,858,099
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3132,870,911
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3125,000,000
Net shortfall amortization installment of oustanding balance2019-12-31151,432,526
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3149,605,891
Prefunding balance elected to use to offset funding requirement2019-12-3132,870,911
Additional cash requirement2019-12-3116,734,980
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-3116,734,980
Unpaid minimum required contributions for all years2019-12-3116,734,980
Total participants, beginning-of-year2019-01-0139,551
Total number of active participants reported on line 7a of the Form 55002019-01-0110,444
Number of retired or separated participants receiving benefits2019-01-0114,617
Number of other retired or separated participants entitled to future benefits2019-01-0112,131
Total of all active and inactive participants2019-01-0137,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,781
Total participants2019-01-0138,973
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01280
2018: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-314,784,422,167
Acturial value of plan assets2018-12-314,346,176,896
Funding target for retired participants and beneficiaries receiving payment2018-12-312,235,479,857
Number of terminated vested participants2018-12-3113,556
Fundng target for terminated vested participants2018-12-31975,874,677
Active participant vested funding target2018-12-311,037,928,415
Number of active participants2018-12-3113,623
Total funding liabilities for active participants2018-12-311,068,974,607
Total participant count2018-12-3142,898
Total funding target for all participants2018-12-314,280,329,141
Balance at beginning of prior year after applicable adjustments2018-12-3153,323,922
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3153,323,922
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3138,140,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3140,421,052
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3140,421,052
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3164,111,351
Balance of prefunding at beginning of current year2018-12-3140,421,052
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3127,000,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3127,000,000
Carryover balance elected to use to offset funding requirement2018-12-3127,000,000
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-314,365,355,777
Acturial value of plan assets2017-12-314,404,990,266
Funding target for retired participants and beneficiaries receiving payment2017-12-312,079,022,223
Number of terminated vested participants2017-12-3120,278
Fundng target for terminated vested participants2017-12-311,140,267,403
Active participant vested funding target2017-12-311,070,077,510
Number of active participants2017-12-3115,601
Total funding liabilities for active participants2017-12-311,110,460,232
Total participant count2017-12-3150,710
Total funding target for all participants2017-12-314,329,749,858
Balance at beginning of prior year after applicable adjustments2017-12-31231,012,601
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31112,299,563
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31118,713,038
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-3178,198,253
Balance of carryovers at beginning of current year2017-12-3153,323,922
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3150,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3147,223,778
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3131,000,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-319,083,514
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-319,083,514
Contributions allocatedtoward minimum required contributions for current year2017-12-3147,223,778
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0150,536
Total number of active participants reported on line 7a of the Form 55002017-01-0113,623
Number of retired or separated participants receiving benefits2017-01-0113,968
Number of other retired or separated participants entitled to future benefits2017-01-0113,386
Total of all active and inactive participants2017-01-0140,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,741
Total participants2017-01-0142,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01980
2016: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-313,089,531,621
Acturial value of plan assets2016-12-313,326,097,142
Funding target for retired participants and beneficiaries receiving payment2016-12-311,912,579,576
Number of terminated vested participants2016-12-3119,925
Fundng target for terminated vested participants2016-12-311,060,011,245
Active participant vested funding target2016-12-312,110,423
Number of active participants2016-12-3144
Total funding liabilities for active participants2016-12-312,269,137
Total participant count2016-12-3134,038
Total funding target for all participants2016-12-312,974,859,958
Balance at beginning of prior year after applicable adjustments2016-12-31123,074,216
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31123,074,216
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-31118,803,541
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3119,235,714
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3197,197
Carryover balance elected to use to offset funding requirement2016-12-3197,197
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0133,881
Total number of active participants reported on line 7a of the Form 55002016-01-0115,601
Number of retired or separated participants receiving benefits2016-01-0113,168
Number of other retired or separated participants entitled to future benefits2016-01-0120,104
Total of all active and inactive participants2016-01-0148,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,663
Total participants2016-01-0150,536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0148,632
Total number of active participants reported on line 7a of the Form 55002015-01-0144
Number of retired or separated participants receiving benefits2015-01-0112,506
Number of other retired or separated participants entitled to future benefits2015-01-0119,766
Total of all active and inactive participants2015-01-0132,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,565
Total participants2015-01-0133,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016,632
2014: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0147,700
Total number of active participants reported on line 7a of the Form 55002014-01-0114,920
Number of retired or separated participants receiving benefits2014-01-0112,152
Number of other retired or separated participants entitled to future benefits2014-01-0120,059
Total of all active and inactive participants2014-01-0147,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,501
Total participants2014-01-0148,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01705
2013: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0146,426
Total number of active participants reported on line 7a of the Form 55002013-01-0114,835
Number of retired or separated participants receiving benefits2013-01-0111,578
Number of other retired or separated participants entitled to future benefits2013-01-0119,848
Total of all active and inactive participants2013-01-0146,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,439
Total participants2013-01-0147,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01656
2012: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0145,922
Total number of active participants reported on line 7a of the Form 55002012-01-0114,692
Number of retired or separated participants receiving benefits2012-01-0111,046
Number of other retired or separated participants entitled to future benefits2012-01-0119,297
Total of all active and inactive participants2012-01-0145,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,391
Total participants2012-01-0146,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,128
2011: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0144,992
Total number of active participants reported on line 7a of the Form 55002011-01-0115,425
Number of retired or separated participants receiving benefits2011-01-0110,506
Number of other retired or separated participants entitled to future benefits2011-01-0118,669
Total of all active and inactive participants2011-01-0144,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,322
Total participants2011-01-0145,922
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01720
2009: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0145,382
Total number of active participants reported on line 7a of the Form 55002009-01-0117,000
Number of retired or separated participants receiving benefits2009-01-019,448
Number of other retired or separated participants entitled to future benefits2009-01-0118,163
Total of all active and inactive participants2009-01-0144,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,371
Total participants2009-01-0145,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,028

Financial Data on MARSH & MCLENNAN COMPANIES RETIREMENT PLAN

Measure Date Value
2023 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$47,219,371
Total unrealized appreciation/depreciation of assets2023-12-31$47,219,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$192,765,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$85,023,628
Total income from all sources (including contributions)2023-12-31$401,860,944
Total loss/gain on sale of assets2023-12-31$46,104,643
Total of all expenses incurred2023-12-31$427,824,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$388,564,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$4,390,434,128
Value of total assets at beginning of year2023-12-31$4,308,655,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,259,195
Total interest from all sources2023-12-31$77,717,002
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$11,944,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,057,595
Assets. Real estate other than employer real property at end of year2023-12-31$2
Assets. Real estate other than employer real property at beginning of year2023-12-31$2
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$640,248
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$50,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$148,522,484
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$187,205,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$156,667,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$60,315,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$192,765,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$85,023,628
Other income not declared elsewhere2023-12-31$13,265,959
Administrative expenses (other) incurred2023-12-31$30,394,017
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$1,743,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-25,963,250
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,197,668,210
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,223,631,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$648,441,551
Assets. partnership/joint venture interests at beginning of year2023-12-31$702,959,508
Investment advisory and management fees2023-12-31$8,115,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$88,892,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in pooled separate accounts at end of year2023-12-31$24,047,204
Value of interest in pooled separate accounts at beginning of year2023-12-31$24,613,321
Interest earned on other investments2023-12-31$10,355,888
Income. Interest from US Government securities2023-12-31$2,859,308
Income. Interest from corporate debt instruments2023-12-31$64,492,451
Value of interest in common/collective trusts at end of year2023-12-31$1,635,952,118
Value of interest in common/collective trusts at beginning of year2023-12-31$1,480,223,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$68,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$68,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$9,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,381,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,143,416
Asset value of US Government securities at end of year2023-12-31$210,828,955
Asset value of US Government securities at beginning of year2023-12-31$100,844,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,520,189
Net investment gain/loss from pooled separate accounts2023-12-31$147,736
Net investment gain or loss from common/collective trusts2023-12-31$197,941,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$189,470,000
Assets. Invements in employer securities at beginning of year2023-12-31$330,960,000
Income. Dividends from preferred stock2023-12-31$31,102
Income. Dividends from common stock2023-12-31$8,855,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$388,564,999
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$81,731,036
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$65,854,764
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$1,131,145,301
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$909,933,834
Contract administrator fees2023-12-31$71,579
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$70,354,662
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$438,149,026
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$3,433,561,725
Aggregate carrying amount (costs) on sale of assets2023-12-31$3,387,457,082
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$47,219,371
Total unrealized appreciation/depreciation of assets2023-01-01$47,219,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$192,765,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$85,023,628
Total income from all sources (including contributions)2023-01-01$401,860,944
Total loss/gain on sale of assets2023-01-01$46,104,643
Total of all expenses incurred2023-01-01$427,824,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$388,564,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$4,390,434,128
Value of total assets at beginning of year2023-01-01$4,308,655,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$39,259,195
Total interest from all sources2023-01-01$77,717,002
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$11,944,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$3,057,595
Assets. Real estate other than employer real property at end of year2023-01-01$2
Assets. Real estate other than employer real property at beginning of year2023-01-01$2
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$640,248
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$50,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Assets. Other investments not covered elsewhere at end of year2023-01-01$148,522,484
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$187,205,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$156,667,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$60,315,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$192,765,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$85,023,628
Other income not declared elsewhere2023-01-01$13,265,959
Administrative expenses (other) incurred2023-01-01$30,394,017
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$1,743,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-25,963,250
Value of net assets at end of year (total assets less liabilities)2023-01-01$4,197,668,210
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,223,631,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$648,441,551
Assets. partnership/joint venture interests at beginning of year2023-01-01$702,959,508
Investment advisory and management fees2023-01-01$8,115,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$88,892,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$0
Value of interest in pooled separate accounts at end of year2023-01-01$24,047,204
Value of interest in pooled separate accounts at beginning of year2023-01-01$24,613,321
Interest earned on other investments2023-01-01$10,355,888
Income. Interest from US Government securities2023-01-01$2,859,308
Income. Interest from corporate debt instruments2023-01-01$64,492,451
Value of interest in common/collective trusts at end of year2023-01-01$1,635,952,118
Value of interest in common/collective trusts at beginning of year2023-01-01$1,480,223,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$9,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$4,381,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$5,143,416
Asset value of US Government securities at end of year2023-01-01$210,828,955
Asset value of US Government securities at beginning of year2023-01-01$100,844,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$7,520,189
Net investment gain/loss from pooled separate accounts2023-01-01$147,736
Net investment gain or loss from common/collective trusts2023-01-01$197,941,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$189,470,000
Assets. Invements in employer securities at beginning of year2023-01-01$330,960,000
Income. Dividends from preferred stock2023-01-01$31,102
Income. Dividends from common stock2023-01-01$8,855,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$388,564,999
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$81,731,036
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$65,854,764
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$1,131,145,301
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$909,933,834
Contract administrator fees2023-01-01$71,579
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$70,354,662
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$438,149,026
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$3,433,561,725
Aggregate carrying amount (costs) on sale of assets2023-01-01$3,387,457,082
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-01-01133891517
2022 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-80,730
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-522,881,210
Total unrealized appreciation/depreciation of assets2022-12-31$-522,961,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$85,023,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$78,946,787
Total income from all sources (including contributions)2022-12-31$-946,054,337
Total loss/gain on sale of assets2022-12-31$-15,832,773
Total of all expenses incurred2022-12-31$290,938,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$251,518,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$4,308,655,088
Value of total assets at beginning of year2022-12-31$5,539,570,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,419,375
Total interest from all sources2022-12-31$55,587,832
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,757,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Real estate other than employer real property at end of year2022-12-31$2
Assets. Real estate other than employer real property at beginning of year2022-12-31$80,732
Administrative expenses professional fees incurred2022-12-31$3,468,285
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$640,248
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$2,563,137
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$187,205,304
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$438,972,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$60,315,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$61,240,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$85,023,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$78,946,787
Other income not declared elsewhere2022-12-31$10,614,889
Administrative expenses (other) incurred2022-12-31$28,096,777
Total non interest bearing cash at end of year2022-12-31$1,743,664
Total non interest bearing cash at beginning of year2022-12-31$7,956,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,236,992,567
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,223,631,460
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,460,624,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$702,959,508
Assets. partnership/joint venture interests at beginning of year2022-12-31$646,308,628
Investment advisory and management fees2022-12-31$7,854,313
Value of interest in pooled separate accounts at end of year2022-12-31$24,613,321
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,623,650
Interest earned on other investments2022-12-31$3,098,662
Income. Interest from US Government securities2022-12-31$1,314,758
Income. Interest from corporate debt instruments2022-12-31$51,134,865
Value of interest in common/collective trusts at end of year2022-12-31$1,480,223,265
Value of interest in common/collective trusts at beginning of year2022-12-31$1,647,691,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$68,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,371,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,371,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$39,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,143,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,523,139
Asset value of US Government securities at end of year2022-12-31$100,844,532
Asset value of US Government securities at beginning of year2022-12-31$122,287,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-659,624
Net investment gain/loss from pooled separate accounts2022-12-31$49,778
Net investment gain or loss from common/collective trusts2022-12-31$-497,609,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$330,960,000
Assets. Invements in employer securities at beginning of year2022-12-31$347,640,000
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$120,510
Income. Dividends from common stock2022-12-31$24,636,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$251,518,855
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$65,854,764
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$80,346,070
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$909,933,834
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,194,922,028
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$438,149,026
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$950,044,217
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,975,831,217
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,991,663,990
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
Unrealized appreciation/depreciation of real estate assets2022-01-01$-80,730
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-522,881,210
Total unrealized appreciation/depreciation of assets2022-01-01$-522,961,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$85,023,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$78,946,787
Total income from all sources (including contributions)2022-01-01$-946,054,337
Total loss/gain on sale of assets2022-01-01$-15,832,773
Total of all expenses incurred2022-01-01$290,938,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$251,518,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$4,308,655,088
Value of total assets at beginning of year2022-01-01$5,539,570,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$39,419,375
Total interest from all sources2022-01-01$55,587,832
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$24,757,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Assets. Real estate other than employer real property at end of year2022-01-01$2
Assets. Real estate other than employer real property at beginning of year2022-01-01$80,732
Administrative expenses professional fees incurred2022-01-01$3,468,285
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$640,248
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$2,563,137
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$50,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Assets. Other investments not covered elsewhere at end of year2022-01-01$187,205,304
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$438,972,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$60,315,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$61,240,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$85,023,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$78,946,787
Other income not declared elsewhere2022-01-01$10,614,889
Administrative expenses (other) incurred2022-01-01$28,096,777
Total non interest bearing cash at end of year2022-01-01$1,743,664
Total non interest bearing cash at beginning of year2022-01-01$7,956,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,236,992,567
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,223,631,460
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,460,624,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$702,959,508
Assets. partnership/joint venture interests at beginning of year2022-01-01$646,308,628
Investment advisory and management fees2022-01-01$7,854,313
Value of interest in pooled separate accounts at end of year2022-01-01$24,613,321
Value of interest in pooled separate accounts at beginning of year2022-01-01$23,623,650
Interest earned on other investments2022-01-01$3,098,662
Income. Interest from US Government securities2022-01-01$1,314,758
Income. Interest from corporate debt instruments2022-01-01$51,134,865
Value of interest in common/collective trusts at end of year2022-01-01$1,480,223,265
Value of interest in common/collective trusts at beginning of year2022-01-01$1,647,691,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$68,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$39,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$5,143,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$4,523,139
Asset value of US Government securities at end of year2022-01-01$100,844,532
Asset value of US Government securities at beginning of year2022-01-01$122,287,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-659,624
Net investment gain/loss from pooled separate accounts2022-01-01$49,778
Net investment gain or loss from common/collective trusts2022-01-01$-497,609,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$330,960,000
Assets. Invements in employer securities at beginning of year2022-01-01$347,640,000
Employer contributions (assets) at beginning of year2022-01-01$0
Income. Dividends from preferred stock2022-01-01$120,510
Income. Dividends from common stock2022-01-01$24,636,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$251,518,855
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$65,854,764
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$80,346,070
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$909,933,834
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$1,194,922,028
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$438,149,026
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$950,044,217
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$2,975,831,217
Aggregate carrying amount (costs) on sale of assets2022-01-01$2,991,663,990
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-01-01133891517
2021 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$297,999,661
Total unrealized appreciation/depreciation of assets2021-12-31$297,999,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$78,946,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$106,546,519
Total income from all sources (including contributions)2021-12-31$699,658,188
Total loss/gain on sale of assets2021-12-31$61,769,519
Total of all expenses incurred2021-12-31$286,287,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$244,708,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$5,539,570,814
Value of total assets at beginning of year2021-12-31$5,153,799,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,578,667
Total interest from all sources2021-12-31$64,576,655
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$28,863,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$511,999
Assets. Real estate other than employer real property at end of year2021-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2021-12-31$80,732
Administrative expenses professional fees incurred2021-12-31$3,654,829
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$2,563,137
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$5,256,146
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$438,972,473
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$456,321,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$61,240,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$65,321,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$78,946,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$106,546,519
Other income not declared elsewhere2021-12-31$27,147,859
Administrative expenses (other) incurred2021-12-31$25,239,459
Total non interest bearing cash at end of year2021-12-31$7,956,555
Total non interest bearing cash at beginning of year2021-12-31$4,703,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$413,370,660
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,460,624,027
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,047,253,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$646,308,628
Assets. partnership/joint venture interests at beginning of year2021-12-31$509,992,388
Investment advisory and management fees2021-12-31$12,684,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,238,789
Value of interest in pooled separate accounts at end of year2021-12-31$23,623,650
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,367,708
Interest earned on other investments2021-12-31$2,586,669
Income. Interest from US Government securities2021-12-31$1,716,038
Income. Interest from corporate debt instruments2021-12-31$60,273,948
Value of interest in common/collective trusts at end of year2021-12-31$1,647,691,309
Value of interest in common/collective trusts at beginning of year2021-12-31$1,211,932,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,371,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,456,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,456,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,523,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,561,014
Asset value of US Government securities at end of year2021-12-31$122,287,284
Asset value of US Government securities at beginning of year2021-12-31$140,499,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,435,869
Net investment gain/loss from pooled separate accounts2021-12-31$742
Net investment gain or loss from common/collective trusts2021-12-31$217,864,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$347,640,000
Assets. Invements in employer securities at beginning of year2021-12-31$234,000,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$4,525,000
Income. Dividends from preferred stock2021-12-31$233,727
Income. Dividends from common stock2021-12-31$28,117,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$244,708,861
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$80,346,070
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$124,821,943
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,194,922,028
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,440,136,229
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$950,044,217
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$901,585,322
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,432,298,163
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,370,528,644
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$317,262,675
Total unrealized appreciation/depreciation of assets2020-12-31$317,262,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$106,546,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$144,632,294
Total income from all sources (including contributions)2020-12-31$641,844,134
Total loss/gain on sale of assets2020-12-31$40,883,369
Total of all expenses incurred2020-12-31$279,249,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$237,183,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,394,000
Value of total assets at end of year2020-12-31$5,153,799,886
Value of total assets at beginning of year2020-12-31$4,829,290,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,065,962
Total interest from all sources2020-12-31$64,425,917
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,377,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,512,178
Assets. Real estate other than employer real property at end of year2020-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2020-12-31$80,732
Administrative expenses professional fees incurred2020-12-31$4,013,676
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$5,256,146
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$2,508,780
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$456,321,392
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$449,869,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$65,321,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$101,904,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$106,546,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$144,632,294
Other income not declared elsewhere2020-12-31$13,189,634
Administrative expenses (other) incurred2020-12-31$24,903,161
Total non interest bearing cash at end of year2020-12-31$4,703,579
Total non interest bearing cash at beginning of year2020-12-31$4,178,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$362,595,106
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,047,253,367
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,684,658,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$509,992,388
Assets. partnership/joint venture interests at beginning of year2020-12-31$470,319,446
Investment advisory and management fees2020-12-31$13,149,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,238,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$107,494,059
Value of interest in pooled separate accounts at end of year2020-12-31$21,367,708
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,011,108
Interest earned on other investments2020-12-31$2,923,131
Income. Interest from US Government securities2020-12-31$1,827,918
Income. Interest from corporate debt instruments2020-12-31$59,568,439
Value of interest in common/collective trusts at end of year2020-12-31$1,211,932,441
Value of interest in common/collective trusts at beginning of year2020-12-31$921,792,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,456,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$13,930,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$13,930,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$106,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,561,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,025,278
Asset value of US Government securities at end of year2020-12-31$140,499,459
Asset value of US Government securities at beginning of year2020-12-31$174,894,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,060,711
Net investment gain/loss from pooled separate accounts2020-12-31$19,480
Net investment gain or loss from common/collective trusts2020-12-31$153,230,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$234,000,000
Assets. Invements in employer securities at beginning of year2020-12-31$222,820,000
Contributions received in cash from employer2020-12-31$18,394,000
Employer contributions (assets) at end of year2020-12-31$4,525,000
Employer contributions (assets) at beginning of year2020-12-31$18,650,000
Income. Dividends from preferred stock2020-12-31$111,261
Income. Dividends from common stock2020-12-31$23,754,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$237,183,066
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$124,821,943
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$126,724,346
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,440,136,229
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,264,105,137
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$901,585,322
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$923,981,660
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$6,571,509,569
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,530,626,200
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$371,425,303
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$371,425,303
Total unrealized appreciation/depreciation of assets2019-12-31$371,425,303
Total unrealized appreciation/depreciation of assets2019-12-31$371,425,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$144,632,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$144,632,294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$123,485,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$123,485,138
Total income from all sources (including contributions)2019-12-31$914,164,264
Total income from all sources (including contributions)2019-12-31$914,164,264
Total loss/gain on sale of assets2019-12-31$146,573,575
Total loss/gain on sale of assets2019-12-31$146,573,575
Total of all expenses incurred2019-12-31$267,992,633
Total of all expenses incurred2019-12-31$267,992,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$229,780,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$229,780,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,650,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,650,000
Value of total assets at end of year2019-12-31$4,829,290,555
Value of total assets at end of year2019-12-31$4,829,290,555
Value of total assets at beginning of year2019-12-31$4,161,971,768
Value of total assets at beginning of year2019-12-31$4,161,971,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,212,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,212,584
Total interest from all sources2019-12-31$71,816,620
Total interest from all sources2019-12-31$71,816,620
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,705,425
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,705,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,318,568
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,318,568
Assets. Real estate other than employer real property at end of year2019-12-31$80,732
Assets. Real estate other than employer real property at end of year2019-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2019-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2019-12-31$80,732
Administrative expenses professional fees incurred2019-12-31$580,313
Administrative expenses professional fees incurred2019-12-31$580,313
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$2,508,780
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$2,508,780
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$3,373,871
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$449,869,565
Assets. Other investments not covered elsewhere at end of year2019-12-31$449,869,565
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$370,545,498
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$370,545,498
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$101,904,984
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$101,904,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$80,920,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$80,920,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$144,632,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$144,632,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$123,485,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$123,485,138
Other income not declared elsewhere2019-12-31$14,191,902
Other income not declared elsewhere2019-12-31$14,191,902
Administrative expenses (other) incurred2019-12-31$27,953,214
Administrative expenses (other) incurred2019-12-31$27,953,214
Total non interest bearing cash at end of year2019-12-31$4,178,908
Total non interest bearing cash at end of year2019-12-31$4,178,908
Total non interest bearing cash at beginning of year2019-12-31$4,607,204
Total non interest bearing cash at beginning of year2019-12-31$4,607,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$646,171,631
Value of net income/loss2019-12-31$646,171,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,684,658,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,684,658,261
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,038,486,630
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,038,486,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$470,319,446
Assets. partnership/joint venture interests at end of year2019-12-31$470,319,446
Assets. partnership/joint venture interests at beginning of year2019-12-31$405,388,815
Assets. partnership/joint venture interests at beginning of year2019-12-31$405,388,815
Investment advisory and management fees2019-12-31$9,679,057
Investment advisory and management fees2019-12-31$9,679,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,494,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,494,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,387,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,387,918
Value of interest in pooled separate accounts at end of year2019-12-31$22,011,108
Value of interest in pooled separate accounts at end of year2019-12-31$22,011,108
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,422,149
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,422,149
Interest earned on other investments2019-12-31$4,262,586
Interest earned on other investments2019-12-31$4,262,586
Income. Interest from US Government securities2019-12-31$3,090,417
Income. Interest from US Government securities2019-12-31$3,090,417
Income. Interest from corporate debt instruments2019-12-31$64,070,261
Income. Interest from corporate debt instruments2019-12-31$64,070,261
Value of interest in common/collective trusts at end of year2019-12-31$921,792,068
Value of interest in common/collective trusts at end of year2019-12-31$921,792,068
Value of interest in common/collective trusts at beginning of year2019-12-31$885,975,389
Value of interest in common/collective trusts at beginning of year2019-12-31$885,975,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,930,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,930,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,768,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,768,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,768,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,768,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$393,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$393,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,025,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,025,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,160,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,160,459
Asset value of US Government securities at end of year2019-12-31$174,894,116
Asset value of US Government securities at end of year2019-12-31$174,894,116
Asset value of US Government securities at beginning of year2019-12-31$157,344,125
Asset value of US Government securities at beginning of year2019-12-31$157,344,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,051,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,051,532
Net investment gain/loss from pooled separate accounts2019-12-31$44,496
Net investment gain/loss from pooled separate accounts2019-12-31$44,496
Net investment gain or loss from common/collective trusts2019-12-31$244,705,411
Net investment gain or loss from common/collective trusts2019-12-31$244,705,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$222,820,000
Assets. Invements in employer securities at end of year2019-12-31$222,820,000
Assets. Invements in employer securities at beginning of year2019-12-31$319,000,000
Assets. Invements in employer securities at beginning of year2019-12-31$319,000,000
Contributions received in cash from employer2019-12-31$18,650,000
Contributions received in cash from employer2019-12-31$18,650,000
Employer contributions (assets) at end of year2019-12-31$18,650,000
Employer contributions (assets) at end of year2019-12-31$18,650,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$194,021
Income. Dividends from preferred stock2019-12-31$194,021
Income. Dividends from common stock2019-12-31$26,192,836
Income. Dividends from common stock2019-12-31$26,192,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$229,780,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$229,780,049
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$126,724,346
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$126,724,346
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$99,437,422
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$99,437,422
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,264,105,137
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,264,105,137
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,178,383,306
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,178,383,306
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$923,981,660
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$923,981,660
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$540,176,149
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,940,445,463
Aggregate proceeds on sale of assets2019-12-31$4,940,445,463
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,793,871,888
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,793,871,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
Accountancy firm EIN2019-12-31133891517
2018 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-275,262,142
Total unrealized appreciation/depreciation of assets2018-12-31$-275,262,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$123,485,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$112,341,205
Total income from all sources (including contributions)2018-12-31$-291,763,154
Total loss/gain on sale of assets2018-12-31$-32,614,362
Total of all expenses incurred2018-12-31$454,172,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$413,088,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$4,161,971,768
Value of total assets at beginning of year2018-12-31$4,896,763,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,084,062
Total interest from all sources2018-12-31$76,453,508
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$30,052,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,611,328
Assets. Real estate other than employer real property at end of year2018-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2018-12-31$80,732
Administrative expenses professional fees incurred2018-12-31$1,203,572
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$3,373,871
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$2,097,660
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$370,545,498
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$470,041,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$80,920,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$81,483,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$123,485,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$112,341,205
Other income not declared elsewhere2018-12-31$9,470,618
Administrative expenses (other) incurred2018-12-31$28,033,518
Total non interest bearing cash at end of year2018-12-31$4,607,204
Total non interest bearing cash at beginning of year2018-12-31$5,892,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-745,935,537
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,038,486,630
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,784,422,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$405,388,815
Assets. partnership/joint venture interests at beginning of year2018-12-31$370,489,235
Investment advisory and management fees2018-12-31$11,846,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$78,387,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,744,640
Value of interest in pooled separate accounts at end of year2018-12-31$20,422,149
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,070,759
Interest earned on other investments2018-12-31$5,123,462
Income. Interest from US Government securities2018-12-31$3,993,583
Income. Interest from corporate debt instruments2018-12-31$66,998,599
Value of interest in common/collective trusts at end of year2018-12-31$885,975,389
Value of interest in common/collective trusts at beginning of year2018-12-31$1,279,565,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,768,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$21,329,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$21,329,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$337,864
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$181,352,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,160,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,744,924
Asset value of US Government securities at end of year2018-12-31$157,344,125
Asset value of US Government securities at beginning of year2018-12-31$213,367,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,517,982
Net investment gain/loss from pooled separate accounts2018-12-31$40,066
Net investment gain or loss from common/collective trusts2018-12-31$-78,500,309
Net gain/loss from 103.12 investment entities2018-12-31$-2,885,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$319,000,000
Assets. Invements in employer securities at beginning of year2018-12-31$325,560,000
Income. Dividends from preferred stock2018-12-31$117,398
Income. Dividends from common stock2018-12-31$27,323,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$413,088,321
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$99,437,422
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$150,491,793
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,178,383,306
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,256,720,965
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$540,176,149
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$512,730,813
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,898,703,926
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,931,318,288
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$273,931,388
Total unrealized appreciation/depreciation of assets2017-12-31$273,931,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$112,341,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$908,529,778
Total loss/gain on sale of assets2017-12-31$171,539,009
Total of all expenses incurred2017-12-31$489,688,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$445,372,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$50,000,000
Value of total assets at end of year2017-12-31$4,896,763,372
Value of total assets at beginning of year2017-12-31$4,365,581,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,316,052
Total interest from all sources2017-12-31$73,133,537
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,375,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$716,677
Assets. Real estate other than employer real property at end of year2017-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$1,188,022
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$2,097,660
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$470,041,711
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$81,483,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$112,341,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$6,459,866
Administrative expenses (other) incurred2017-12-31$30,853,073
Total non interest bearing cash at end of year2017-12-31$5,892,121
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$418,840,998
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,784,422,167
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,365,581,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$370,489,235
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$12,274,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,744,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$19,070,759
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest earned on other investments2017-12-31$5,425,518
Income. Interest from US Government securities2017-12-31$3,662,887
Income. Interest from corporate debt instruments2017-12-31$63,768,012
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$4,365,581,169
Value of interest in common/collective trusts at end of year2017-12-31$1,279,565,864
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$21,329,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$277,120
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$181,352,282
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,744,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$213,367,033
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$121,461
Net investment gain/loss from pooled separate accounts2017-12-31$20,869
Net investment gain or loss from common/collective trusts2017-12-31$267,314,448
Net gain/loss from 103.12 investment entities2017-12-31$42,634,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$325,560,000
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$50,000,000
Income. Dividends from preferred stock2017-12-31$217,900
Income. Dividends from common stock2017-12-31$22,440,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$445,372,728
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$150,491,793
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,256,720,965
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$512,730,813
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$6,515,439,430
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,343,900,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,161,978,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$303,981,456
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$190,081,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$190,081,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,543,147
Value of total assets at end of year2016-12-31$4,365,581,169
Value of total assets at beginning of year2016-12-31$3,089,702,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$113,900,175
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,365,581,169
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,089,702,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$4,365,581,169
Value of interest in master investment trust accounts at beginning of year2016-12-31$3,089,702,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,543,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$190,081,281
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$1,083,978,473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,089,716
Total income from all sources (including contributions)2015-12-31$-152,049,258
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$185,150,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$185,150,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$3,089,702,978
Value of total assets at beginning of year2015-12-31$4,545,971,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$80,732
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$8,141,072
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$603,317,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$46,253,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$30,846,015
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$4,243,701
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$3,700,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-337,199,880
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,089,702,978
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,510,881,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$424,975,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,596,398
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,820,428
Value of interest in master investment trust accounts at end of year2015-12-31$3,089,702,978
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$700,730,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,864,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,864,256
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$115,323,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,717,337
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$27,846,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$228,960,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$185,150,622
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$634,909,298
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$770,301,654
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$946,433,325
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$236,700,872
Total unrealized appreciation/depreciation of assets2014-12-31$236,700,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,089,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,842,531
Total income from all sources (including contributions)2014-12-31$439,418,001
Total loss/gain on sale of assets2014-12-31$51,278,924
Total of all expenses incurred2014-12-31$202,762,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$177,138,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$201,576
Value of total assets at end of year2014-12-31$4,545,971,047
Value of total assets at beginning of year2014-12-31$4,278,068,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,624,086
Total interest from all sources2014-12-31$82,291,017
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$33,812,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$20,157
Assets. Real estate other than employer real property at end of year2014-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$3,215,092
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$8,141,072
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$603,317,128
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$46,253,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$30,846,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$30,147,382
Administrative expenses (other) incurred2014-12-31$8,863,777
Liabilities. Value of operating payables at end of year2014-12-31$4,243,701
Liabilities. Value of operating payables at beginning of year2014-12-31$3,842,531
Total non interest bearing cash at end of year2014-12-31$3,700,013
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$236,655,326
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,510,881,331
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,274,226,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$424,975,399
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$13,545,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,596,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$18,820,428
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$7,663,971
Income. Interest from US Government securities2014-12-31$1,370,866
Income. Interest from corporate debt instruments2014-12-31$73,232,493
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$4,278,068,536
Value of interest in common/collective trusts at end of year2014-12-31$700,730,417
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,864,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23,687
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$115,323,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,717,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$27,846,451
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$68,207
Net investment gain/loss from pooled separate accounts2014-12-31$9,419
Net investment gain or loss from common/collective trusts2014-12-31$9,046,067
Net gain/loss from 103.12 investment entities2014-12-31$-4,137,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$228,960,000
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$201,576
Income. Dividends from preferred stock2014-12-31$651,622
Income. Dividends from common stock2014-12-31$33,140,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$177,138,589
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$634,909,298
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$770,301,654
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$946,433,325
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$4,076,640,980
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,025,362,056
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$20,493,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,842,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,198,623
Total income from all sources (including contributions)2013-12-31$487,220,853
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$166,041,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$166,041,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$4,278,068,536
Value of total assets at beginning of year2013-12-31$3,935,751,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$3,842,531
Liabilities. Value of operating payables at beginning of year2013-12-31$3,198,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$321,179,113
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,274,226,005
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,932,553,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$4,278,068,536
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,935,751,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$166,041,740
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,198,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$61,444,901
Total income from all sources (including contributions)2012-12-31$496,527,579
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$157,040,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$157,040,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$3,935,751,896
Value of total assets at beginning of year2012-12-31$3,654,511,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$80,732
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$17,343,066
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$371,161,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$45,547,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$61,199,501
Liabilities. Value of operating payables at end of year2012-12-31$3,198,623
Liabilities. Value of operating payables at beginning of year2012-12-31$245,400
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$2,398,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$339,486,990
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,932,553,273
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,593,066,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$435,910,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$569,255
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,481,215
Value of interest in master investment trust accounts at end of year2012-12-31$3,935,751,896
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$308,027,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$20,437,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$20,437,124
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$115,343,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,965,394
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$58,704,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$252,960,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$100,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$157,040,589
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$628,137,576
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$537,626,064
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$740,818,027
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$43,926,062
Total unrealized appreciation/depreciation of assets2011-12-31$43,926,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,444,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$187,850,621
Total income from all sources (including contributions)2011-12-31$316,052,625
Total loss/gain on sale of assets2011-12-31$-28,217,299
Total of all expenses incurred2011-12-31$165,853,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$148,932,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$100,000,000
Value of total assets at end of year2011-12-31$3,654,511,184
Value of total assets at beginning of year2011-12-31$3,630,717,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,921,253
Total interest from all sources2011-12-31$195,440,127
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,117,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,777
Assets. Real estate other than employer real property at end of year2011-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2011-12-31$80,732
Administrative expenses professional fees incurred2011-12-31$2,776,953
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$17,343,066
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$16,291,438
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$371,161,407
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$385,198,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$45,547,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$123,854,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$61,199,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$187,106,659
Other income not declared elsewhere2011-12-31$29,614,143
Administrative expenses (other) incurred2011-12-31$2,483,036
Liabilities. Value of operating payables at end of year2011-12-31$245,400
Liabilities. Value of operating payables at beginning of year2011-12-31$743,962
Total non interest bearing cash at end of year2011-12-31$2,398,940
Total non interest bearing cash at beginning of year2011-12-31$3,124,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$150,199,154
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,593,066,283
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,442,867,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$435,910,263
Assets. partnership/joint venture interests at beginning of year2011-12-31$384,904,998
Investment advisory and management fees2011-12-31$11,661,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$569,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,481,215
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,081,116
Interest earned on other investments2011-12-31$74,432,860
Income. Interest from US Government securities2011-12-31$15,804,466
Income. Interest from corporate debt instruments2011-12-31$105,085,250
Value of interest in common/collective trusts at end of year2011-12-31$308,027,314
Value of interest in common/collective trusts at beginning of year2011-12-31$421,279,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$20,437,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$141,804,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$141,804,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$117,551
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$115,343,755
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$148,077,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,965,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,423,519
Asset value of US Government securities at end of year2011-12-31$58,704,032
Asset value of US Government securities at beginning of year2011-12-31$230,485,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,178
Net investment gain/loss from pooled separate accounts2011-12-31$3,781
Net investment gain or loss from common/collective trusts2011-12-31$-47,095,876
Net gain/loss from 103.12 investment entities2011-12-31$-7,733,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$252,960,000
Assets. Invements in employer securities at beginning of year2011-12-31$218,720,000
Contributions received in cash from employer2011-12-31$100,000,000
Employer contributions (assets) at end of year2011-12-31$100,000,000
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$1,563,707
Income. Dividends from common stock2011-12-31$28,550,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$148,932,218
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$628,137,576
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$340,415,639
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$537,626,064
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$349,188,055
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$740,818,027
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$848,788,114
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,310,805,031
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,339,022,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$231,287,734
Total unrealized appreciation/depreciation of assets2010-12-31$231,287,734
Total transfer of assets from this plan2010-12-31$1,609,370
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$187,850,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$62,535,902
Total income from all sources (including contributions)2010-12-31$439,240,639
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$153,198,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$139,630,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$3,630,717,750
Value of total assets at beginning of year2010-12-31$3,220,970,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,567,903
Total interest from all sources2010-12-31$120,402,435
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,712,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$80,732
Assets. Real estate other than employer real property at beginning of year2010-12-31$80,732
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$16,291,438
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$14,425,019
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$385,198,464
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$378,067,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$123,854,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$75,963,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$187,106,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$61,965,745
Other income not declared elsewhere2010-12-31$11,708,400
Administrative expenses (other) incurred2010-12-31$13,567,903
Liabilities. Value of operating payables at end of year2010-12-31$743,962
Liabilities. Value of operating payables at beginning of year2010-12-31$570,157
Total non interest bearing cash at end of year2010-12-31$3,124,393
Total non interest bearing cash at beginning of year2010-12-31$1,390,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$286,042,213
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,442,867,129
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,158,434,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$384,904,998
Assets. partnership/joint venture interests at beginning of year2010-12-31$301,288,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$854,020
Value of interest in pooled separate accounts at end of year2010-12-31$2,081,116
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,332,358
Interest earned on other investments2010-12-31$3,334
Income. Interest from US Government securities2010-12-31$43,825,020
Income. Interest from corporate debt instruments2010-12-31$76,398,093
Value of interest in common/collective trusts at end of year2010-12-31$421,279,525
Value of interest in common/collective trusts at beginning of year2010-12-31$420,744,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$141,804,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$33,527,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$33,527,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$175,988
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$148,077,001
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$138,443,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,423,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,085,826
Asset value of US Government securities at end of year2010-12-31$230,485,076
Asset value of US Government securities at beginning of year2010-12-31$152,962,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$105,375
Net investment gain or loss from common/collective trusts2010-12-31$38,391,368
Net gain/loss from 103.12 investment entities2010-12-31$9,633,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$218,720,000
Assets. Invements in employer securities at beginning of year2010-12-31$176,640,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$200,000,000
Income. Dividends from preferred stock2010-12-31$1,268,908
Income. Dividends from common stock2010-12-31$26,443,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$139,630,523
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$340,415,639
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$235,969,312
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$349,188,055
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$268,246,467
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$848,788,114
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$804,947,372
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARSH & MCLENNAN COMPANIES RETIREMENT PLAN

2023: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARSH & MCLENNAN COMPANIES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 4
Insurance contract or identification number003083
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE, INC (National Association of Insurance Commissioners NAIC id number: 97136 )
Policy contract number9014800
Policy instance 3
Insurance contract or identification number9014800
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number275
Policy instance 2
Insurance contract or identification number275
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number101
Policy instance 1
Insurance contract or identification number101
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number101
Policy instance 1
Insurance contract or identification number101
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number275
Policy instance 2
Insurance contract or identification number275
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE, INC (National Association of Insurance Commissioners NAIC id number: 97136 )
Policy contract number9014800
Policy instance 3
Insurance contract or identification number9014800
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 4
Insurance contract or identification number003083
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 4
METLIFE, INC (National Association of Insurance Commissioners NAIC id number: 97136 )
Policy contract number9014800
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number275
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number101
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 4
METLIFE, INC (National Association of Insurance Commissioners NAIC id number: 97136 )
Policy contract number9014800
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number275
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number101
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 4
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract number9014800
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number275
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number101
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number101
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number275
Policy instance 2
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract number9014800
Policy instance 3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 2
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract number9014800
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 2
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract number9014800
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003083
Policy instance 2
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract number9014800
Policy instance 1

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