# Marsh & Mclennan Companies, INC. DB Plan
Source: https://planprovider.pro/companies/marsh-mclennan-companies-inc-plan-010

> Marsh & Mclennan Companies, INC.'s DB plan: 15 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 AVENUE OF THE AMERICAS, NEW YORK, NY, 10106

- **Plan Type:** DB

- **Total Participants:** 15

- **Total Assets:** $3.7M

## 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|15|$3.7M|$1.6M|$0|

| 2023|43|$5.0M|$380,000|$0|

| 2022|48|$4.7M|$0|$0|

## 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|

| PENSION BENEFIT GUARANTEE CORP|RETAINED BY EMPLOYER|$51,724|—|$51,724|

| JOHN HANCOCK RETIREMENT|RETAINED BY EMPLOYER|$50,184|—|$50,184|

| NAVOLIO & TALLMAN LLP|RETAINED BY EMPLOYER|$15,225|—|$15,225|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [NAVOLIO & TALLMAN LLP](https://planprovider.pro/provider/navolio-and-tallman-llp) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $117,133

- **Estimated Expense Ratio:** 3.171% 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|$117,133|—|$50,184|$15,225|—|

| 2023|$136,247|—|$50,000|$14,500|—|

| 2022|$113,954|—|$50,226|—|$13,880|

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