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MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST 401k Plan overview

Plan NameMARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST
Plan identification number 506

MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover

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, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062009-01-01ALEX VOITOVICH ALEX VOITOVICH2010-10-15

Plan Statistics for MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST

401k plan membership statisitcs for MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST

Measure Date Value
2009: MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0113,477
Total number of active participants reported on line 7a of the Form 55002009-01-0112,365
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112,365

Financial Data on MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST

Measure Date Value
2010 : MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,998,811
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,000,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,981,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,979,826
Value of total assets at end of year2010-12-31$30,923,746
Value of total assets at beginning of year2010-12-31$31,925,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,729
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$975,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$975,425
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,979,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,450
Total non interest bearing cash at end of year2010-12-31$231,195
Total non interest bearing cash at beginning of year2010-12-31$158,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,001,518
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,923,746
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,925,264
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
Investment advisory and management fees2010-12-31$18,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,346,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,363,489
Value of interest in common/collective trusts at end of year2010-12-31$11,343,348
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$13,402,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$13,402,038
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$5,620,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,040
Net investment gain or loss from common/collective trusts2010-12-31$35,520
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,360,646
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

Form 5500 Responses for MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST

2009: MARSH & MCLENNAN COMPANIES, INC. EMPLOYEE FUNDED WELFARE BENEFIT TRUST 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

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