401k Plan data: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	004

THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
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.
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
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 THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2009-07-01 MELINDA BUSH
004 2008-07-01 BRAD BUIE
004 2007-07-01 BRAD BUIE
004 2006-07-01 BRAD BUIE
004 2005-07-01 BRAD BUIE
004 2004-07-01 BRAD BUIE

Plan id#	Filing Submission Date	Name of Administrator
004	2009-07-01	MELINDA BUSH
004	2008-07-01	BRAD BUIE
004	2007-07-01	BRAD BUIE
004	2006-07-01	BRAD BUIE
004	2005-07-01	BRAD BUIE
004	2004-07-01	BRAD BUIE

Plan Statistics for THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2009: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 342
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 318
Number of retired or separated participants receiving benefits 2009-07-01 57
Number of other retired or separated participants entitled to future benefits 2009-07-01 16
Total of all active and inactive participants 2009-07-01 391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 391
Number of participants with account balances 2009-07-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year 2008-07-01 257
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 270
Number of retired or separated participants receiving benefits 2008-07-01 1
Number of other retired or separated participants entitled to future benefits 2008-07-01 6
Total of all active and inactive participants 2008-07-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 277
Number of participants with account balances 2008-07-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 7
2007: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k membership
Total participants, beginning-of-year 2007-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 237
Number of retired or separated participants receiving benefits 2007-07-01 0
Number of other retired or separated participants entitled to future benefits 2007-07-01 9
Total of all active and inactive participants 2007-07-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-07-01 0
Total participants 2007-07-01 246
Number of participants with account balances 2007-07-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-07-01 16
2006: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2006 401k membership
Total participants, beginning-of-year 2006-07-01 224
Total number of active participants reported on line 7a of the Form 5500 2006-07-01 215
Number of retired or separated participants receiving benefits 2006-07-01 15
Number of other retired or separated participants entitled to future benefits 2006-07-01 9
Total of all active and inactive participants 2006-07-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-07-01 1
Total participants 2006-07-01 240
Number of participants with account balances 2006-07-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-07-01 16
2005: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2005 401k membership
Total participants, beginning-of-year 2005-07-01 200
Total number of active participants reported on line 7a of the Form 5500 2005-07-01 202
Number of retired or separated participants receiving benefits 2005-07-01 2
Number of other retired or separated participants entitled to future benefits 2005-07-01 8
Total of all active and inactive participants 2005-07-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-07-01 0
Total participants 2005-07-01 212
Number of participants with account balances 2005-07-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-07-01 11
2004: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2004 401k membership
Total participants, beginning-of-year 2004-07-01 185
Total number of active participants reported on line 7a of the Form 5500 2004-07-01 190
Number of retired or separated participants receiving benefits 2004-07-01 2
Number of other retired or separated participants entitled to future benefits 2004-07-01 10
Total of all active and inactive participants 2004-07-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-07-01 0
Total participants 2004-07-01 202
Number of participants with account balances 2004-07-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-07-01 12

Measure	Date	Value
2009: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	342
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	318
Number of retired or separated participants receiving benefits	2009-07-01	57
Number of other retired or separated participants entitled to future benefits	2009-07-01	16
Total of all active and inactive participants	2009-07-01	391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	391
Number of participants with account balances	2009-07-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 401k membership
Total participants, beginning-of-year	2008-07-01	257
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	270
Number of retired or separated participants receiving benefits	2008-07-01	1
Number of other retired or separated participants entitled to future benefits	2008-07-01	6
Total of all active and inactive participants	2008-07-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	277
Number of participants with account balances	2008-07-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	7
2007: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 401k membership
Total participants, beginning-of-year	2007-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	237
Number of retired or separated participants receiving benefits	2007-07-01	0
Number of other retired or separated participants entitled to future benefits	2007-07-01	9
Total of all active and inactive participants	2007-07-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-07-01	0
Total participants	2007-07-01	246
Number of participants with account balances	2007-07-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-07-01	16
2006: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2006 401k membership
Total participants, beginning-of-year	2006-07-01	224
Total number of active participants reported on line 7a of the Form 5500	2006-07-01	215
Number of retired or separated participants receiving benefits	2006-07-01	15
Number of other retired or separated participants entitled to future benefits	2006-07-01	9
Total of all active and inactive participants	2006-07-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-07-01	1
Total participants	2006-07-01	240
Number of participants with account balances	2006-07-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-07-01	16
2005: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2005 401k membership
Total participants, beginning-of-year	2005-07-01	200
Total number of active participants reported on line 7a of the Form 5500	2005-07-01	202
Number of retired or separated participants receiving benefits	2005-07-01	2
Number of other retired or separated participants entitled to future benefits	2005-07-01	8
Total of all active and inactive participants	2005-07-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-07-01	0
Total participants	2005-07-01	212
Number of participants with account balances	2005-07-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-07-01	11
2004: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2004 401k membership
Total participants, beginning-of-year	2004-07-01	185
Total number of active participants reported on line 7a of the Form 5500	2004-07-01	190
Number of retired or separated participants receiving benefits	2004-07-01	2
Number of other retired or separated participants entitled to future benefits	2004-07-01	10
Total of all active and inactive participants	2004-07-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-07-01	0
Total participants	2004-07-01	202
Number of participants with account balances	2004-07-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-07-01	12

Financial Data on THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2010 : THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP 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	$853,854

Form 5500 Responses for THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2009: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP 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	No
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
2008: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	Yes
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Trust	Yes
2008-07-01	Plan benefit arrangement - Trust	Yes
2007: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	Yes
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Trust	Yes
2007-07-01	Plan benefit arrangement - Trust	Yes
2006: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	Yes
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No
2006-07-01	Plan funding arrangement – Trust	Yes
2006-07-01	Plan benefit arrangement - Trust	Yes
2005: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2005 form 5500 responses
2005-07-01	Type of plan entity	Single employer plan
2005-07-01	Submission has been amended	Yes
2005-07-01	This submission is the final filing	No
2005-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-07-01	Plan is a collectively bargained plan	No
2005-07-01	Plan funding arrangement – Trust	Yes
2005-07-01	Plan benefit arrangement - Trust	Yes
2004: THOMAS RUTHERFOORD, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2004 form 5500 responses
2004-07-01	Type of plan entity	Single employer plan
2004-07-01	Submission has been amended	Yes
2004-07-01	This submission is the final filing	No
2004-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-07-01	Plan is a collectively bargained plan	No
2004-07-01	Plan funding arrangement – Trust	Yes
2004-07-01	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