Marsh McLennan
advisor121 known aliases resolved via the canonical alias map
Market position · 2024
Plans served93+14 YoYRank #234 of mapped providers
Assets under administration$112.7B0.1%Market share · rank #135
Fees received$5MMedian $26,711/planSum across Schedule C direct + indirect
Net wins YoY+828 won · 20 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Marsh McLennan plan look like?
Service mix · median fees per plan
Count of plans where Marsh McLennan ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance services; Insurance brokerage commissions and fees; Insurance agents and brokersCode 22 | 18 | $11,891 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 18 | $16,136 | |
Direct payment from the plan; Other fees; Consulting (general)Code 16 | 13 | $24,500 | |
Direct payment from the plan; Actuarial; Consulting (pension)Code 11 | 11 | $49,713 | |
Insurance services; Direct payment from the planCode 23 | 8 | $41,333 | |
Accounting (including auditing); Direct payment from the planCode 10 | 4 | $11,400 | |
Insurance brokerage commissions and feesCode 53 | 4 | $52,709 | |
Other feesCode 99 | 4 | $7,556 |
Competitor overlap
Percent of Marsh McLennan's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Marsh McLennan.
| Sponsor | From | Assets |
|---|---|---|
EDWARD D. JONES & CO., L.P.MO · 430345811-001 | L&G Investment Management | $12.4B |
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | Mitchell & Titus, LLP | $10.5B |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | Fischer Cunnane & Associates Ltd | $1.6B |
ADECCO, INC.FL · 752370177-006 | Mazars USA LLP | $874M |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLANCA · 946075617-003 | SUZANNE NEEDHAM | $772M |
RESOLUTE FP US INC. · 620721803-004 | (new plan) | $641M |
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRUWA · 911342114-002 | Segal Select Insurance Services | $561M |
LEE ENTERPRISES, INC.IA · 420823980-018 | QDRO CONSULTANTS COMPANY, LLC | $442M |
BOARD OF TRUSTEES, ORANGE COUNTY IBEW-NECA ELECTRICALCA · 760759816-001 | MassMutual Life Insurance Company | $301M |
TFORCE HOLDINGS USA, INC.TX · 331221977-001 | Fidelity Investments | $276M |
Plans lost in 2024
Appeared last year under Marsh McLennan; not this year.
| Sponsor | To | Assets |
|---|---|---|
PAYPAL HOLDINGS, INC.CA · 472989869-001 | Gerber Kawasaki | $2.0B |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | Nuwest Insurance Services | $1.1B |
RECREATIONAL EQUIPMENT, INC.WA · 910656890-001 | Voya | $1.0B |
BRIGHTVIEW LANDSCAPES, LLCPA · 421724313-001 | Mercer | $358M |
SMITHS GROUP SERVICES CORPORATIONDC · 223015350-001 | Kilpatrick Townsend & Stockton LLP | $258M |
VIBRANTZ CORPORATIONOH · 340217820-031 | Taft Stettinius & Hollister LLP | $237M |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25MI · 272392474-001 | Hessian & McKasy, P.A. | $157M |
EDMUNDS.COM, INC.CA · 132587380-001 | Precept Advisory Group | $118M |
TRUSTBRIDGE, INC.FL · 203974015-001 | Principal | $66M |
ALPHATEC SPINE, INC.CA · 330412288-001 | Pen-Flex Inc. | $43M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $7,712 | 3y | 1 |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $70,503 | 2y | 1 |
EDWARD D. JONES & CO., L.P.MO · 430345811-001 | $12.4B | 58,392 | $6,986 | 1y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $183,566 | 3y | - |
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $189,942 | 1y | 1 |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $0 | 6y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $65,948 | 1y | - |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $308,029 | 1y | 1 |
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | $3.5B | 21,447 | $101,691 | 7y | - |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | $1.8B | 37,126 | $23,606 | 7y | - |
Flag exposure
89.2%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (121)
Raw Schedule C names collapsed into Marsh McLennan.
- DAVIS COMPANIES
- EMRALD BANKLNG AND FINANCE FUND
- EMRALD GROWTH FUND
- EMRALD GROWTH FUND A
- ENVESTMENT RET SO
- ENVESTMENT RETIREMENT
- ENVESTMENT RETIREMENT ADVISORY SVC
- ENVESTMENT RETIREMENT SERVICES, LLC
- ENVESTMENT RETIREMENT SOLUSIONS, LL
- ENVESTMENT RETIREMENT SOLUSTIONS, L
- ENVESTMENT RETIREMENT SOLUTIONSLLC
- ENVESTMENTTIES
- ENVESTMET RETIREMENT COLUTIONS, LLC
- ENVESTMET RETIRMENT SOLUTIONS, LLP
- ENVESTMEWNT RETIREMENT SOLUTIONS
- ENVESTMNET RETIREMENT SOLUTIONS, LL
- ENVESTNEET RETIREMENT SOLUTIONS, LL
- EVERNORTH CARE SOLUTIONS, INC.
- EVERPAR ADVISORS, LLC
- EVERS & CO LLC
- EVERS ROBINSON
- EVERS ROBINSON LTD
- EVERS ROBINSON LTD.
- EVERS ROBINSON, LTD
- EVERS ROBINSON, LTD.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Marsh McLennan's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 23 | 24.73% | 1.71% | +23.02 pp |
| Failed to provide benefit | 3 | 3.23% | 0.14% | +3.09 pp |
| Corrective distributions | 16 | 17.20% | 1.76% | +15.45 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Marsh McLennan. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Marsh McLennan's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Kraw & Kraw Law Group | 7 | 7.5% |
| Groom Law Group, Chartered | 5 | 5.4% |
| Turner, Stoeve & Gagliardi, P.S. | 5 | 5.4% |
| Barlow Coughran Morales & Josephson | 3 | 3.2% |
| Saltzman & Johnson Law Corporation | 3 | 3.2% |
| Slevin & Hart PC | 3 | 3.2% |
| Smith Gambrell & Russell, LLP | 3 | 3.2% |
| Asher Kelly | 2 | 2.1% |
| Baldwin Moffitt Behm LLP | 2 | 2.1% |
| Bullivant Houser Bailey | 2 | 2.1% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).