401k Plan data: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN plan

MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN
Plan identification number	001

MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARSH AND MCLENNAN AGENCY LLC has sponsored the creation of one or more 401k plans.

Company Name: MARSH AND MCLENNAN AGENCY LLC

Employer identification number (EIN): 540735803

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 BRAD BUIE BRAD BUIE 2015-09-28
001 2013-07-01 BRAD BUIE BRAD BUIE 2015-03-19
001 2012-07-01 BRADFORD BUIE BRADFORD BUIE 2014-01-15
001 2009-07-01 MELINDA BUSH

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-07-01	BRAD BUIE	BRAD BUIE	2015-09-28
001	2013-07-01	BRAD BUIE	BRAD BUIE	2015-03-19
001	2012-07-01	BRADFORD BUIE	BRADFORD BUIE	2014-01-15
001	2009-07-01	MELINDA BUSH

Plan Statistics for MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN

401k plan membership statisitcs for MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN

Measure Date Value
2014: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 389
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 213
Number of retired or separated participants receiving benefits 2013-07-01 147
Number of other retired or separated participants entitled to future benefits 2013-07-01 29
Total of all active and inactive participants 2013-07-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 389
Number of participants with account balances 2013-07-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 275
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 233
Number of retired or separated participants receiving benefits 2012-07-01 124
Number of other retired or separated participants entitled to future benefits 2012-07-01 32
Total of all active and inactive participants 2012-07-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 389
Number of participants with account balances 2012-07-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2009: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 360
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 0
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 0
Number of participants with account balances 2009-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2014: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	389
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	213
Number of retired or separated participants receiving benefits	2013-07-01	147
Number of other retired or separated participants entitled to future benefits	2013-07-01	29
Total of all active and inactive participants	2013-07-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	389
Number of participants with account balances	2013-07-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	275
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	233
Number of retired or separated participants receiving benefits	2012-07-01	124
Number of other retired or separated participants entitled to future benefits	2012-07-01	32
Total of all active and inactive participants	2012-07-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	389
Number of participants with account balances	2012-07-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2009: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	360
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	0
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	0
Number of participants with account balances	2009-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN

Measure	Date	Value
2015 : MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-02-28	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-02-28	$16,583
Total unrealized appreciation/depreciation of assets	2015-02-28	$16,583
Total transfer of assets to this plan	2015-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-02-28	$0
Expenses. Interest paid	2015-02-28	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-02-28	$0
Total income from all sources (including contributions)	2015-02-28	$917,987
Total loss/gain on sale of assets	2015-02-28	$0
Total of all expenses incurred	2015-02-28	$50,611,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-02-28	$50,522,036
Value of total corrective distributions	2015-02-28	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-02-28	$0
Value of total assets at end of year	2015-02-28	$0
Value of total assets at beginning of year	2015-02-28	$49,693,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-02-28	$89,592
Total income from rents	2015-02-28	$0
Total interest from all sources	2015-02-28	$1
Total dividends received (eg from common stock, registered investment company shares)	2015-02-28	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-02-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-02-28	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-02-28	$0
Administrative expenses professional fees incurred	2015-02-28	$35,600
Was this plan covered by a fidelity bond	2015-02-28	Yes
Value of fidelity bond cover	2015-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2015-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2015-02-28	No
Amount of non-exempt transactions with any party-in-interest	2015-02-28	$0
Contributions received from participants	2015-02-28	$0
Participant contributions at end of year	2015-02-28	$0
Participant contributions at beginning of year	2015-02-28	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-02-28	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-02-28	$844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-02-28	$0
Other income not declared elsewhere	2015-02-28	$901,403
Administrative expenses (other) incurred	2015-02-28	$0
Liabilities. Value of operating payables at beginning of year	2015-02-28	$0
Total non interest bearing cash at end of year	2015-02-28	$0
Total non interest bearing cash at beginning of year	2015-02-28	$1,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-02-28	No
Income. Non cash contributions	2015-02-28	$0
Value of net income/loss	2015-02-28	$-49,693,641
Value of net assets at end of year (total assets less liabilities)	2015-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-02-28	$49,693,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-02-28	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-02-28	$0
Were any leases to which the plan was party in default or uncollectible	2015-02-28	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-02-28	$0
Investment advisory and management fees	2015-02-28	$29,648
Income. Interest from loans (other than to participants)	2015-02-28	$0
Interest earned on other investments	2015-02-28	$0
Income. Interest from US Government securities	2015-02-28	$0
Income. Interest from corporate debt instruments	2015-02-28	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-02-28	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-02-28	$49,691,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-02-28	$49,691,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-02-28	$1
Expenses. Payments to insurance carriers foe the provision of benefits	2015-02-28	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-02-28	$0
Net investment gain/loss from pooled separate accounts	2015-02-28	$0
Net investment gain or loss from common/collective trusts	2015-02-28	$0
Net gain/loss from 103.12 investment entities	2015-02-28	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-02-28	No
Was there a failure to transmit to the plan any participant contributions	2015-02-28	No
Has the plan failed to provide any benefit when due under the plan	2015-02-28	No
Contributions received in cash from employer	2015-02-28	$0
Employer contributions (assets) at end of year	2015-02-28	$0
Employer contributions (assets) at beginning of year	2015-02-28	$0
Income. Dividends from preferred stock	2015-02-28	$0
Income. Dividends from common stock	2015-02-28	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-02-28	$50,522,036
Contract administrator fees	2015-02-28	$24,344
Liabilities. Value of benefit claims payable at beginning of year	2015-02-28	$0
Did the plan have assets held for investment	2015-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-02-28	Yes
Aggregate proceeds on sale of assets	2015-02-28	$0
Aggregate carrying amount (costs) on sale of assets	2015-02-28	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-02-28	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-02-28	No
Opinion of an independent qualified public accountant for this plan	2015-02-28	Unqualified
Accountancy firm name	2015-02-28	CHERRY BECKAERT
Accountancy firm EIN	2015-02-28	560574444
2014 : MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$1,438,375
Total unrealized appreciation/depreciation of assets	2014-06-30	$1,438,375
Total transfer of assets to this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Expenses. Interest paid	2014-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,440,009
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$5,424,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$5,292,522
Value of total corrective distributions	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$0
Value of total assets at end of year	2014-06-30	$49,693,641
Value of total assets at beginning of year	2014-06-30	$53,677,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$131,647
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$14
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$0
Administrative expenses professional fees incurred	2014-06-30	$9,825
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Amount of non-exempt transactions with any party-in-interest	2014-06-30	$0
Contributions received from participants	2014-06-30	$0
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$91,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$1,620
Administrative expenses (other) incurred	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$0
Total non interest bearing cash at end of year	2014-06-30	$1,678
Total non interest bearing cash at beginning of year	2014-06-30	$1,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Income. Non cash contributions	2014-06-30	$0
Value of net income/loss	2014-06-30	$-3,984,160
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$49,693,641
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$53,677,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$95,437
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$0
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$49,691,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$29,113,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$29,113,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$14
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Asset value of US Government securities at end of year	2014-06-30	$0
Asset value of US Government securities at beginning of year	2014-06-30	$10,815,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$0
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$0
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$0
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$5,292,522
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$13,655,662
Contract administrator fees	2014-06-30	$26,385
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	CHERRY , BEKAERT & HOLLAND, LLP
Accountancy firm EIN	2014-06-30	560574444
2013 : MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$0
Total transfer of assets from this plan	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$530,339
Expenses. Interest paid	2013-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,491,120
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$2,614,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,449,231
Value of total corrective distributions	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$53,677,801
Value of total assets at beginning of year	2013-06-30	$55,331,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$165,684
Total income from rents	2013-06-30	$0
Total interest from all sources	2013-06-30	$627,266
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$0
Administrative expenses professional fees incurred	2013-06-30	$9,350
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Amount of non-exempt transactions with any party-in-interest	2013-06-30	$0
Contributions received from participants	2013-06-30	$0
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$91,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$238,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$863,854
Administrative expenses (other) incurred	2013-06-30	$4,459
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Total non interest bearing cash at end of year	2013-06-30	$1,678
Total non interest bearing cash at beginning of year	2013-06-30	$1,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$0
Value of net income/loss	2013-06-30	$-1,123,795
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$53,677,801
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$54,801,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$124,512
Income. Interest from loans (other than to participants)	2013-06-30	$0
Interest earned on other investments	2013-06-30	$0
Income. Interest from US Government securities	2013-06-30	$126,609
Income. Interest from corporate debt instruments	2013-06-30	$159,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$29,113,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$448,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$448,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$340,802
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Asset value of US Government securities at end of year	2013-06-30	$10,815,613
Asset value of US Government securities at beginning of year	2013-06-30	$27,036,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$0
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Net gain/loss from 103.12 investment entities	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$0
Employer contributions (assets) at end of year	2013-06-30	$0
Employer contributions (assets) at beginning of year	2013-06-30	$0
Income. Dividends from preferred stock	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$2,449,231
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$13,655,662
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$27,606,108
Contract administrator fees	2013-06-30	$27,363
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$530,339
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	CHERRY BEKAERT
Accountancy firm EIN	2013-06-30	560574444
2010 : MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN

2014: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	Yes
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2009: MARSH AND MCLENNAN AGENCY LLC RUTHERFOOD DIVISION PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	Yes
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARSH AND MCLENNAN AGENCY LLC
Employer identification number (EIN):	540735803
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages