Plan Snapshot
- Plan Sponsor: Marsh & Mclennan Companies, INC.
- Sponsor EIN: 362668272
- Sponsor Address: 1166 AVE OF THE AMERICAS, 31ST FLR, NEW YORK, NY, 100362708
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 18,834
- Total Assets: $154.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 18,834 | $154.8M | $224.5M | $78.4M |
| 2023 | 19,240 | $129.1M | $205.2M | $76.8M |
| 2022 | 19,244 | $114.7M | $190.9M | $82.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Other Service Provider | $5,077,045 | — | $5,077,045 |
| AETNA | Other Service Provider | $4,471,883 | — | $4,471,883 |
| METROPOLITAN LIFE | Other Service Provider | $448,207 | — | $448,207 |
| CVS CAREMARK | Other Service Provider | $375,921 | — | $375,921 |
| SUREST, A UNITEDHEALTHCARE COMPANY | Other Service Provider | $336,764 | — | $336,764 |
| RX SAVINGS SOLUTION | Other Service Provider | $287,024 | — | $287,024 |
| THE HARTFORD | Other Service Provider | $273,316 | — | $273,316 |
| DELOITTE & TOUCHE LLP | Auditor | $197,903 | — | $197,903 |
| BNY MELLON CORPORATION | Other Service Provider | $84,262 | — | $84,262 |
| TRION GROUP | Other Service Provider | $67,175 | — | $67,175 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,619,500
- Estimated Expense Ratio: 7.508% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,619,000 | — | $11,316,270 | $197,903 | — |
| 2023 | $11,649,579 | — | $11,363,380 | $195,817 | — |
| 2022 | $13,121,577 | — | $13,121,577 | — | — |