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  2. MARSH & MCLENNAN COMPANIES, INC.
Sponsor portfolioTH

MARSH & MCLENNAN COMPANIES, INC.

EIN 36-2668272-insurance-Latest filing 2024
Plans
8
Retirement
4
$13.08B assets
Welfare
4
$26.3M premiums
Participants
130,558
1166 AVE OF THE AMERICAS, 31ST FLR - NEW YORK, NY 10106212-345-5000LinkedIn10001+ employeesinsurance
Plans on this EIN
8 filings
#003ESOP-$7.41B - 32,965 part#001TraditionalDB-$4.16B - 35,450 part#006ESOP-$1.52B - 17,594 part#010CashBalance-$3.7M - 78 part#501Mixed-$21.1M - 18,834 lives#503Mixed-$5.2M - 32,212 lives#512Self Funded-0 lives#513Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $13.08B assets / 86,087 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • AND INVESTMENT PLAN (#003)57%
  • COMPANIES RETIREMENT PLAN (#001)32%
  • & INVESTMENT PLAN (#006)12%
  • - TW LEGACY (#010)0%
Total $13.08BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANIES RETIREMENT PLAN (#001)35,450
  • AND INVESTMENT PLAN (#003)32,965
  • & INVESTMENT PLAN (#006)17,594
  • - TW LEGACY (#010)78
Total 86,087Click row to drill in

Benefits portfolio analytics

4 plans / $26.3M premiums / 51,046 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$16.6M
  • Health$4.5M
  • Vision$2.6M
  • Long-term disability$1.9M
  • Other$1.5M
Total $26.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • METROPOLITAN LIFE INSURANCE COMPANY65%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • VISION SERVICE PLAN10%
  • HARTFORD LIFE AND ACCIDENT4%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA4%
  • +3 more
Total $26.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • MARSH & MCLENNAN AGENCY LLC62%
  • MERCER HEALTH AND BENEFITS, LLC38%
Total $1.5M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN

ESOP

Assets$7.41B
Participants32,965
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARSH & MCLENNAN COMPANIES RETIREMENT PLAN

TraditionalDB

Assets$4.16B
Participants35,450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN

ESOP

Assets$1.52B
Participants17,594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

JLT (USA) STABLE VALUE PLAN - TW LEGACY

CashBalance

Assets$3.7M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARSH & MCLENNAN COMPANIES, INC. HEALTH & WELFARE BENEFITS PROGRAM

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$21.1M
Covered lives18,834
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MARSH & MCLENNAN COMPANIES, INC. GROUP BENEFITS PLAN

Mixed - VISION SERVICE PLAN

Premiums$5.2M
Covered lives32,212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

MARSH & MCLENNAN COMPANIES, INC. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

MARSH & MCLENNAN COMPANIES, INC. FALL 2024 RESTRUCTURING SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLANESOP$7.41B32,9652024
001MARSH & MCLENNAN COMPANIES RETIREMENT PLANTraditionalDB$4.16B35,4502024
006MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLANESOP$1.52B17,5942024
010JLT (USA) STABLE VALUE PLAN - TW LEGACYCashBalance$3.7M782024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARSH & MCLENNAN COMPANIES, INC. HEALTH & WELFARE BENEFITS PROGRAMMixedMETROPOLITAN LIFE INSURANCE COMPANY$21.1M18,8342024
503MARSH & MCLENNAN COMPANIES, INC. GROUP BENEFITS PLANMixedVISION SERVICE PLAN$5.2M32,2122024
512MARSH & MCLENNAN COMPANIES, INC. SEVERANCE PAY PLANSelf Funded-$002024
513MARSH & MCLENNAN COMPANIES, INC. FALL 2024 RESTRUCTURING SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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