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MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 401k Plan overview

Plan NameMARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS
Plan identification number 504

MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover
  • 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 SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-02-01
5042022-01-01
5042021-01-01
5042020-01-01
5042019-01-01
5042018-01-01
5042017-01-01SUZANNE BURKHARDT
5042016-01-01SUZANNE BURKHARDT
5042015-01-01SUZANNE BURKHARDT
5042014-01-01SUZANNE BURKHARDT
5042011-01-01JEANNE BEACH

Plan Statistics for MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS

401k plan membership statisitcs for MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS

Measure Date Value
2022: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2022 401k membership
Total participants, beginning-of-year2022-02-016,449
Total number of active participants reported on line 7a of the Form 55002022-02-016,413
Number of retired or separated participants receiving benefits2022-02-0136
Total of all active and inactive participants2022-02-016,449
Total participants2022-02-016,449
Total participants, beginning-of-year2022-01-016,366
Total number of active participants reported on line 7a of the Form 55002022-01-016,364
Number of retired or separated participants receiving benefits2022-01-012
Total of all active and inactive participants2022-01-016,366
Total participants2022-01-016,366
2021: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2021 401k membership
Total participants, beginning-of-year2021-01-015,878
Total number of active participants reported on line 7a of the Form 55002021-01-015,851
Number of retired or separated participants receiving benefits2021-01-0127
Total of all active and inactive participants2021-01-015,878
Total participants2021-01-015,878
2020: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2020 401k membership
Total participants, beginning-of-year2020-01-015,908
Total number of active participants reported on line 7a of the Form 55002020-01-015,881
Number of retired or separated participants receiving benefits2020-01-0127
Total of all active and inactive participants2020-01-015,908
Total participants2020-01-015,908
2019: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2019 401k membership
Total participants, beginning-of-year2019-01-015,326
Total number of active participants reported on line 7a of the Form 55002019-01-015,290
Number of retired or separated participants receiving benefits2019-01-0136
Total of all active and inactive participants2019-01-015,326
Total participants2019-01-015,326
2018: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2018 401k membership
Total participants, beginning-of-year2018-01-014,319
Total number of active participants reported on line 7a of the Form 55002018-01-014,292
Number of retired or separated participants receiving benefits2018-01-0127
Total of all active and inactive participants2018-01-014,319
Total participants2018-01-014,319
2017: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2017 401k membership
Total participants, beginning-of-year2017-01-014,975
Total number of active participants reported on line 7a of the Form 55002017-01-014,959
Number of retired or separated participants receiving benefits2017-01-0116
Total of all active and inactive participants2017-01-014,975
Total participants2017-01-014,975
2016: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2016 401k membership
Total participants, beginning-of-year2016-01-013,433
Total number of active participants reported on line 7a of the Form 55002016-01-013,420
Number of retired or separated participants receiving benefits2016-01-0113
Total of all active and inactive participants2016-01-013,433
Total participants2016-01-013,433
2015: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2015 401k membership
Total participants, beginning-of-year2015-01-012,376
Total number of active participants reported on line 7a of the Form 55002015-01-012,360
Number of retired or separated participants receiving benefits2015-01-0116
Total of all active and inactive participants2015-01-012,376
Total participants2015-01-012,376
2014: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2014 401k membership
Total participants, beginning-of-year2014-01-011,995
Total number of active participants reported on line 7a of the Form 55002014-01-011,989
Number of retired or separated participants receiving benefits2014-01-016
Total of all active and inactive participants2014-01-011,995
Total participants2014-01-011,995
2011: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2011 401k membership
Total participants, beginning-of-year2011-01-01154
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 SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS

2022: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedYes
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – General assets of the sponsorYes
2022-02-01Plan benefit arrangement – General assets of the sponsorYes
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 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 – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 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 – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2018 form 5500 responses
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 SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2017 form 5500 responses
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 SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2016 form 5500 responses
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 SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2015 form 5500 responses
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 SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2014 form 5500 responses
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
2011: MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 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
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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