# Marsh & Mclennan Companies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/marsh-mclennan-companies-inc-362668272-501

> Marsh & Mclennan Companies, INC.'s Health & Welfare plan: 18,834 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/deloitte-and-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|—|—|

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