401k Plan data: JLT (USA) STABLE VALUE PLAN

JLT (USA) STABLE VALUE PLAN - TW LEGACY 401k Plan overview

Plan Name	JLT (USA) STABLE VALUE PLAN - TW LEGACY
Plan identification number	010

JLT (USA) STABLE VALUE PLAN - TW LEGACY Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 JLT (USA) STABLE VALUE PLAN - TW LEGACY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2022-01-01
010 2021-01-01
010 2020-01-01
010 2019-01-01

Plan Statistics for JLT (USA) STABLE VALUE PLAN - TW LEGACY

401k plan membership statisitcs for JLT (USA) STABLE VALUE PLAN - TW LEGACY

Measure Date Value
2022: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2022 401k membership
Market value of plan assets 2022-12-31 5,906,347
Acturial value of plan assets 2022-12-31 5,906,347
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 301,483
Number of terminated vested participants 2022-12-31 79
Fundng target for terminated vested participants 2022-12-31 2,404,651
Active participant vested funding target 2022-12-31 2,905,303
Number of active participants 2022-12-31 66
Total funding liabilities for active participants 2022-12-31 2,905,303
Total participant count 2022-12-31 154
Total funding target for all participants 2022-12-31 5,611,437
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 42,405
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 42,405
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 43,016
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 50,000
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 91
Total of all active and inactive participants 2022-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2021 401k membership
Market value of plan assets 2021-12-31 6,035,961
Acturial value of plan assets 2021-12-31 6,035,961
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 193,357
Number of terminated vested participants 2021-12-31 68
Fundng target for terminated vested participants 2021-12-31 1,838,321
Active participant vested funding target 2021-12-31 3,403,481
Number of active participants 2021-12-31 80
Total funding liabilities for active participants 2021-12-31 3,403,481
Total participant count 2021-12-31 155
Total funding target for all participants 2021-12-31 5,435,159
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 37,388
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 37,388
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 42,405
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 40,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 76
Total of all active and inactive participants 2021-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 153
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2020 401k membership
Market value of plan assets 2020-12-31 5,715,085
Acturial value of plan assets 2020-12-31 5,715,085
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 195,104
Number of terminated vested participants 2020-12-31 70
Fundng target for terminated vested participants 2020-12-31 1,908,252
Active participant vested funding target 2020-12-31 3,406,439
Number of active participants 2020-12-31 82
Total funding liabilities for active participants 2020-12-31 3,406,439
Total participant count 2020-12-31 159
Total funding target for all participants 2020-12-31 5,509,795
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 87,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 91,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 37,388
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 37,388
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 66,000
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 65
Total of all active and inactive participants 2020-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 154
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2019 401k membership
Market value of plan assets 2019-12-31 5,172,377
Acturial value of plan assets 2019-12-31 5,172,377
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 110,690
Number of terminated vested participants 2019-12-31 60
Fundng target for terminated vested participants 2019-12-31 1,236,390
Active participant vested funding target 2019-12-31 4,330,427
Number of active participants 2019-12-31 102
Total funding liabilities for active participants 2019-12-31 4,330,427
Total participant count 2019-12-31 165
Total funding target for all participants 2019-12-31 5,677,507
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 104
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 285,252
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 269,960
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 136,097
Net shortfall amortization installment of oustanding balance 2019-12-31 505,130
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 218,310
Additional cash requirement 2019-12-31 218,310
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 269,960
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 82
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2022 401k membership
Market value of plan assets	2022-12-31	5,906,347
Acturial value of plan assets	2022-12-31	5,906,347
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	301,483
Number of terminated vested participants	2022-12-31	79
Fundng target for terminated vested participants	2022-12-31	2,404,651
Active participant vested funding target	2022-12-31	2,905,303
Number of active participants	2022-12-31	66
Total funding liabilities for active participants	2022-12-31	2,905,303
Total participant count	2022-12-31	154
Total funding target for all participants	2022-12-31	5,611,437
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	42,405
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	42,405
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	43,016
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	50,000
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	91
Total of all active and inactive participants	2022-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2021 401k membership
Market value of plan assets	2021-12-31	6,035,961
Acturial value of plan assets	2021-12-31	6,035,961
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	193,357
Number of terminated vested participants	2021-12-31	68
Fundng target for terminated vested participants	2021-12-31	1,838,321
Active participant vested funding target	2021-12-31	3,403,481
Number of active participants	2021-12-31	80
Total funding liabilities for active participants	2021-12-31	3,403,481
Total participant count	2021-12-31	155
Total funding target for all participants	2021-12-31	5,435,159
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	37,388
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	37,388
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	42,405
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	40,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	76
Total of all active and inactive participants	2021-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	153
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2020 401k membership
Market value of plan assets	2020-12-31	5,715,085
Acturial value of plan assets	2020-12-31	5,715,085
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	195,104
Number of terminated vested participants	2020-12-31	70
Fundng target for terminated vested participants	2020-12-31	1,908,252
Active participant vested funding target	2020-12-31	3,406,439
Number of active participants	2020-12-31	82
Total funding liabilities for active participants	2020-12-31	3,406,439
Total participant count	2020-12-31	159
Total funding target for all participants	2020-12-31	5,509,795
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	87,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	91,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	37,388
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	37,388
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	66,000
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	65
Total of all active and inactive participants	2020-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	154
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2019 401k membership
Market value of plan assets	2019-12-31	5,172,377
Acturial value of plan assets	2019-12-31	5,172,377
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	110,690
Number of terminated vested participants	2019-12-31	60
Fundng target for terminated vested participants	2019-12-31	1,236,390
Active participant vested funding target	2019-12-31	4,330,427
Number of active participants	2019-12-31	102
Total funding liabilities for active participants	2019-12-31	4,330,427
Total participant count	2019-12-31	165
Total funding target for all participants	2019-12-31	5,677,507
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	104
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	285,252
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	269,960
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	136,097
Net shortfall amortization installment of oustanding balance	2019-12-31	505,130
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	218,310
Additional cash requirement	2019-12-31	218,310
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	269,960
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	82
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on JLT (USA) STABLE VALUE PLAN - TW LEGACY

Measure	Date	Value
2022 : JLT (USA) STABLE VALUE PLAN - TW LEGACY 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$12,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$31,455
Total income from all sources (including contributions)	2022-12-31	$-962,327
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$238,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$124,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$0
Value of total assets at end of year	2022-12-31	$4,717,981
Value of total assets at beginning of year	2022-12-31	$5,937,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$113,954
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$115,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$115,452
Administrative expenses professional fees incurred	2022-12-31	$13,880
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Administrative expenses (other) incurred	2022-12-31	$49,848
Liabilities. Value of operating payables at end of year	2022-12-31	$12,603
Liabilities. Value of operating payables at beginning of year	2022-12-31	$31,455
Total non interest bearing cash at end of year	2022-12-31	$2,073
Total non interest bearing cash at beginning of year	2022-12-31	$2,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,200,969
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,705,378
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,906,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,715,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,935,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,077,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$124,688
Contract administrator fees	2022-12-31	$50,226
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	NAVOLIO & TALLMAN LLP
Accountancy firm EIN	2022-12-31	261367143
2021 : JLT (USA) STABLE VALUE PLAN - TW LEGACY 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$31,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$36,250
Total income from all sources (including contributions)	2021-12-31	$80,651
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$210,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$111,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$5,937,802
Value of total assets at beginning of year	2021-12-31	$6,072,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$98,805
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$109,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$109,124
Administrative expenses professional fees incurred	2021-12-31	$12,500
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Administrative expenses (other) incurred	2021-12-31	$28,056
Liabilities. Value of operating payables at end of year	2021-12-31	$31,455
Liabilities. Value of operating payables at beginning of year	2021-12-31	$36,250
Total non interest bearing cash at end of year	2021-12-31	$2,073
Total non interest bearing cash at beginning of year	2021-12-31	$1,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-129,614
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,906,347
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,035,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,935,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,070,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-28,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$111,460
Contract administrator fees	2021-12-31	$58,249
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	NAVOLIO & TALLMAN LLP
Accountancy firm EIN	2021-12-31	261367143
2020 : JLT (USA) STABLE VALUE PLAN - TW LEGACY 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$36,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$15,000
Total income from all sources (including contributions)	2020-12-31	$775,045
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$458,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$350,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$6,072,211
Value of total assets at beginning of year	2020-12-31	$5,734,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$107,749
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$126,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$126,342
Administrative expenses professional fees incurred	2020-12-31	$12,500
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$34,436
Liabilities. Value of operating payables at end of year	2020-12-31	$36,250
Liabilities. Value of operating payables at beginning of year	2020-12-31	$15,000
Total non interest bearing cash at end of year	2020-12-31	$1,319
Total non interest bearing cash at beginning of year	2020-12-31	$1,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$316,594
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,035,961
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,719,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,070,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,580,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$648,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$152,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$350,702
Contract administrator fees	2020-12-31	$60,813
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	NAVOLIO & TALLMAN LLP
Accountancy firm EIN	2020-12-31	261367143
2019 : JLT (USA) STABLE VALUE PLAN - TW LEGACY 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$15,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$37,500
Total income from all sources (including contributions)	2019-12-31	$1,060,488
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$483,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$349,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$285,803
Value of total assets at end of year	2019-12-31	$5,734,367
Value of total assets at beginning of year	2019-12-31	$5,179,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$133,921
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$143,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$143,495
Administrative expenses professional fees incurred	2019-12-31	$10,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$52,029
Liabilities. Value of operating payables at end of year	2019-12-31	$15,000
Liabilities. Value of operating payables at beginning of year	2019-12-31	$37,500
Total non interest bearing cash at end of year	2019-12-31	$1,319
Total non interest bearing cash at beginning of year	2019-12-31	$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$577,375
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,719,367
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,141,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,580,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,984,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$631,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$285,803
Employer contributions (assets) at end of year	2019-12-31	$152,313
Employer contributions (assets) at beginning of year	2019-12-31	$194,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$349,192
Contract administrator fees	2019-12-31	$71,892
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	NAVOLIO & TALLMAN LLP
Accountancy firm EIN	2019-12-31	261367143

Form 5500 Responses for JLT (USA) STABLE VALUE PLAN - TW LEGACY

2022: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JLT (USA) STABLE VALUE PLAN - TW LEGACY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARSH & MCLENNAN COMPANIES, INC.
Employer identification number (EIN):	362668272
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages