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MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 401k Plan overview

Plan NameMARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN
Plan identification number 503

MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Severance pay

401k Sponsoring company profile

PAYNEWEST INSURANCE, A MARSH & MCLENNAN AGENCY LLC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PAYNEWEST INSURANCE, A MARSH & MCLENNAN AGENCY LLC COMPANY
Employer identification number (EIN):263237576
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032018-09-01
5032018-01-01
5032017-09-01
5032017-01-01SUZANNE BURKHARDT
5032016-09-01DANE BUSTRUM DANE BUSTRUM2018-05-31
5032016-01-01SUZANNE BURKHARDT
5032015-09-01STEVEN BERK
5032015-01-01SUZANNE BURKHARDT
5032014-09-01STEVEN BERK
5032014-01-01SUZANNE BURKHARDT
5032013-09-01STEVEN BERK
5032011-01-01JEANNE BEACH

Plan Statistics for MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN

401k plan membership statisitcs for MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN

Measure Date Value
2018: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01213
Total number of active participants reported on line 7a of the Form 55002018-09-010
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-010
Total participants, beginning-of-year2018-01-011,117
Total number of active participants reported on line 7a of the Form 55002018-01-011,106
Number of retired or separated participants receiving benefits2018-01-0111
Total of all active and inactive participants2018-01-011,117
Total participants2018-01-011,117
2017: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01233
Total number of active participants reported on line 7a of the Form 55002017-09-01213
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01213
Total participants, beginning-of-year2017-01-011,123
Total number of active participants reported on line 7a of the Form 55002017-01-011,118
Number of retired or separated participants receiving benefits2017-01-015
Total of all active and inactive participants2017-01-011,123
Total participants2017-01-011,123
2016: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01192
Total number of active participants reported on line 7a of the Form 55002016-09-01231
Number of retired or separated participants receiving benefits2016-09-012
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01233
Total participants, beginning-of-year2016-01-01693
Total number of active participants reported on line 7a of the Form 55002016-01-01685
Number of retired or separated participants receiving benefits2016-01-018
Total of all active and inactive participants2016-01-01693
Total participants2016-01-01693
2015: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01186
Total number of active participants reported on line 7a of the Form 55002015-09-01192
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01192
Total participants, beginning-of-year2015-01-01630
Total number of active participants reported on line 7a of the Form 55002015-01-01616
Number of retired or separated participants receiving benefits2015-01-0114
Total of all active and inactive participants2015-01-01630
Total participants2015-01-01630
2014: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01205
Total number of active participants reported on line 7a of the Form 55002014-09-01186
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01186
Total participants, beginning-of-year2014-01-01351
Total number of active participants reported on line 7a of the Form 55002014-01-01334
Number of retired or separated participants receiving benefits2014-01-0117
Total of all active and inactive participants2014-01-01351
Total participants2014-01-01351
2013: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01173
Total number of active participants reported on line 7a of the Form 55002013-09-01204
Number of retired or separated participants receiving benefits2013-09-011
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-01205
2011: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010

Form 5500 Responses for MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN

2018: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingYes
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – General assets of the sponsorYes
2018-09-01Plan benefit arrangement – General assets of the sponsorYes
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – General assets of the sponsorYes
2017-09-01Plan benefit arrangement – General assets of the sponsorYes
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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 – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – General assets of the sponsorYes
2016-09-01Plan benefit arrangement – General assets of the sponsorYes
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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 – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – General assets of the sponsorYes
2015-09-01Plan benefit arrangement – General assets of the sponsorYes
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – General assets of the sponsorYes
2014-09-01Plan benefit arrangement – General assets of the sponsorYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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 – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – General assets of the sponsorYes
2013-09-01Plan benefit arrangement – General assets of the sponsorYes
2011: MARSH & MCLENNAN AGENCY LLC GROUP 3 SEVERANCE PAY 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 filingYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number4023671
Policy instance 1
Insurance contract or identification number4023671
Number of Individuals Covered143
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,388
Total amount of fees paid to insurance companyUSD $899
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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