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MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan NameMARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN
Plan identification number 006

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

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

MARSH & MCLENNAN COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARSH & MCLENNAN COMPANIES, INC.
Employer identification number (EIN):362668272
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062023-01-01JONATHAN DIMARCO2024-09-30 SUSAN MURPHY2024-09-30
0062022-01-01JONATHAN DIMARCO2023-09-26 SUSAN MURPHY2023-09-27
0062021-01-01SUSAN MURPHY2022-09-27 SUSAN MURPHY2022-09-27
0062020-01-01SUSAN MURPHY2021-09-29 SUSAN MURPHY2021-09-29
0062019-01-01JONATHAN DIMARCO2020-10-14 JONATHAN DIMARCO2020-10-14
0062018-01-01ALEX VOITOVICH2019-10-14 ALEX VOITOVICH2019-10-14
0062017-01-01
0062016-01-01
0062015-01-01ALEX VOITOVICH
0062014-01-01ALEX VOITOVICH
0062013-01-01ALEX VOITOVICH
0062012-01-01ALEX VOITOVICH
0062011-01-01ALEX VOITOVICH

Plan Statistics for MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN

Measure Date Value
2023: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0111,885
Total number of active participants reported on line 7a of the Form 55002023-01-0111,530
Number of retired or separated participants receiving benefits2023-01-0141
Number of other retired or separated participants entitled to future benefits2023-01-012,278
Total of all active and inactive participants2023-01-0113,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0128
Total participants2023-01-0113,877
Number of participants with account balances2023-01-0112,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01147
2022: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,746
Total number of active participants reported on line 7a of the Form 55002022-01-019,739
Number of retired or separated participants receiving benefits2022-01-0142
Number of other retired or separated participants entitled to future benefits2022-01-012,081
Total of all active and inactive participants2022-01-0111,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0123
Total participants2022-01-0111,885
Number of participants with account balances2022-01-0111,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01128
2021: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,328
Total number of active participants reported on line 7a of the Form 55002021-01-018,077
Number of retired or separated participants receiving benefits2021-01-0137
Number of other retired or separated participants entitled to future benefits2021-01-011,611
Total of all active and inactive participants2021-01-019,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-019,746
Number of participants with account balances2021-01-019,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01102
2020: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,211
Total number of active participants reported on line 7a of the Form 55002020-01-016,963
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-011,333
Total of all active and inactive participants2020-01-018,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-018,328
Number of participants with account balances2020-01-017,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0153
2019: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,444
Total number of active participants reported on line 7a of the Form 55002019-01-016,004
Number of retired or separated participants receiving benefits2019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-011,172
Total of all active and inactive participants2019-01-017,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-017,211
Number of participants with account balances2019-01-016,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0189
2018: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,606
Total number of active participants reported on line 7a of the Form 55002018-01-015,461
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-01944
Total of all active and inactive participants2018-01-016,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-016,444
Number of participants with account balances2018-01-016,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0192
2017: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,906
Total number of active participants reported on line 7a of the Form 55002017-01-014,740
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01854
Total of all active and inactive participants2017-01-015,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-015,606
Number of participants with account balances2017-01-015,642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,436
Total number of active participants reported on line 7a of the Form 55002016-01-014,282
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01618
Total of all active and inactive participants2016-01-014,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-014,906
Number of participants with account balances2016-01-014,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01199
2015: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,405
Total number of active participants reported on line 7a of the Form 55002015-01-013,941
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01490
Total of all active and inactive participants2015-01-014,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-014,436
Number of participants with account balances2015-01-014,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01155
2014: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,588
Total number of active participants reported on line 7a of the Form 55002014-01-013,072
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01330
Total of all active and inactive participants2014-01-013,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-013,405
Number of participants with account balances2014-01-013,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01110
2013: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,282
Total number of active participants reported on line 7a of the Form 55002013-01-012,334
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01251
Total of all active and inactive participants2013-01-012,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-012,588
Number of participants with account balances2013-01-012,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0170
2012: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,598
Total number of active participants reported on line 7a of the Form 55002012-01-012,106
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01175
Total of all active and inactive participants2012-01-012,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,282
Number of participants with account balances2012-01-012,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,218
Total number of active participants reported on line 7a of the Form 55002011-01-011,502
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0196
Total of all active and inactive participants2011-01-011,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,598
Number of participants with account balances2011-01-011,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0134

Financial Data on MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN

Measure Date Value
2023 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$1,432,228
Total transfer of assets from this plan2023-12-31$669,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$70,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$302,810
Total income from all sources (including contributions)2023-12-31$335,844,858
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$74,043,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$74,043,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$155,559,582
Value of total assets at end of year2023-12-31$1,229,624,612
Value of total assets at beginning of year2023-12-31$967,292,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$854,998
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,689,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,689,799
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$150,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$95,128,624
Participant contributions at end of year2023-12-31$16,062,150
Participant contributions at beginning of year2023-12-31$14,547,751
Participant contributions at end of year2023-12-31$3,009,542
Participant contributions at beginning of year2023-12-31$2,565,719
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$33,327,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$374,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$262,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$261,801,198
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,229,554,338
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$966,990,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$79,787,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$80,381,651
Interest on participant loans2023-12-31$854,998
Value of interest in master investment trust accounts at end of year2023-12-31$416,336,537
Value of interest in master investment trust accounts at beginning of year2023-12-31$343,815,089
Value of interest in common/collective trusts at end of year2023-12-31$713,163,960
Value of interest in common/collective trusts at beginning of year2023-12-31$524,986,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,492,432
Net investment gain or loss from common/collective trusts2023-12-31$110,003,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$27,103,772
Employer contributions (assets) at end of year2023-12-31$891,094
Employer contributions (assets) at beginning of year2023-12-31$733,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$74,043,660
Liabilities. Value of benefit claims payable at end of year2023-12-31$70,274
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$302,810
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-12-31133891517
2022 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$68,913,148
Total transfer of assets from this plan2022-12-31$1,348,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$302,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-50,377,884
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$67,723,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$67,723,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$130,704,317
Value of total assets at end of year2022-12-31$967,292,970
Value of total assets at beginning of year2022-12-31$1,017,526,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$618,060
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,643,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,643,797
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$150,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$82,625,229
Participant contributions at end of year2022-12-31$14,547,751
Participant contributions at beginning of year2022-12-31$12,213,755
Participant contributions at end of year2022-12-31$2,565,719
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,957,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$262,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$201,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-118,101,773
Value of net assets at end of year (total assets less liabilities)2022-12-31$966,990,160
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,017,526,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$80,381,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$79,598,835
Interest on participant loans2022-12-31$618,060
Value of interest in master investment trust accounts at end of year2022-12-31$343,815,089
Value of interest in master investment trust accounts at beginning of year2022-12-31$345,093,507
Value of interest in common/collective trusts at end of year2022-12-31$524,986,316
Value of interest in common/collective trusts at beginning of year2022-12-31$580,071,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,202,239
Net investment gain or loss from common/collective trusts2022-12-31$-122,266,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$23,121,238
Employer contributions (assets) at end of year2022-12-31$733,735
Employer contributions (assets) at beginning of year2022-12-31$348,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$67,723,889
Liabilities. Value of benefit claims payable at end of year2022-12-31$302,810
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,891,251
Total transfer of assets from this plan2021-12-31$1,127,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$270,132,926
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$57,210,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$57,210,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$144,271,870
Value of total assets at end of year2021-12-31$1,017,526,808
Value of total assets at beginning of year2021-12-31$802,840,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$526,026
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,464,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,464,637
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$150,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$66,621,733
Participant contributions at end of year2021-12-31$12,213,755
Participant contributions at beginning of year2021-12-31$10,220,016
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$22,560
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,927,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$201,431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$460,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$212,922,355
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,017,526,808
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$802,840,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$79,598,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$63,161,575
Interest on participant loans2021-12-31$526,026
Value of interest in master investment trust accounts at end of year2021-12-31$345,093,507
Value of interest in master investment trust accounts at beginning of year2021-12-31$264,962,822
Value of interest in common/collective trusts at end of year2021-12-31$580,071,248
Value of interest in common/collective trusts at beginning of year2021-12-31$464,006,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,530,582
Net investment gain or loss from common/collective trusts2021-12-31$68,328,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$19,722,390
Employer contributions (assets) at end of year2021-12-31$348,032
Employer contributions (assets) at beginning of year2021-12-31$6,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$57,210,571
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,064,054
Total transfer of assets from this plan2020-12-31$776,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$216,287,984
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$38,099,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,099,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$115,816,914
Value of total assets at end of year2020-12-31$802,840,632
Value of total assets at beginning of year2020-12-31$624,364,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$558,622
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$684,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$684,593
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$55,309,047
Participant contributions at end of year2020-12-31$10,220,016
Participant contributions at beginning of year2020-12-31$10,376,626
Participant contributions at end of year2020-12-31$22,560
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$44,120,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$460,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$31,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$178,188,803
Value of net assets at end of year (total assets less liabilities)2020-12-31$802,840,632
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$624,364,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$63,161,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$129,322,447
Interest on participant loans2020-12-31$558,622
Value of interest in master investment trust accounts at end of year2020-12-31$264,962,822
Value of interest in master investment trust accounts at beginning of year2020-12-31$202,739,996
Value of interest in common/collective trusts at end of year2020-12-31$464,006,787
Value of interest in common/collective trusts at beginning of year2020-12-31$281,840,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,889,546
Net investment gain or loss from common/collective trusts2020-12-31$61,934,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,387,270
Employer contributions (assets) at end of year2020-12-31$6,861
Employer contributions (assets) at beginning of year2020-12-31$54,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$38,099,181
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$555,569
Total transfer of assets to this plan2019-12-31$555,569
Total transfer of assets from this plan2019-12-31$581,685
Total transfer of assets from this plan2019-12-31$581,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$196,564,768
Total income from all sources (including contributions)2019-12-31$196,564,768
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,835,989
Total of all expenses incurred2019-12-31$27,835,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,835,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,835,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$87,760,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$87,760,970
Value of total assets at end of year2019-12-31$624,364,635
Value of total assets at end of year2019-12-31$624,364,635
Value of total assets at beginning of year2019-12-31$455,661,972
Value of total assets at beginning of year2019-12-31$455,661,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$511,469
Total interest from all sources2019-12-31$511,469
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,636,112
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,636,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,636,112
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,636,112
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000,000
Value of fidelity bond cover2019-12-31$150,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$46,801,726
Contributions received from participants2019-12-31$46,801,726
Participant contributions at end of year2019-12-31$10,376,626
Participant contributions at end of year2019-12-31$10,376,626
Participant contributions at beginning of year2019-12-31$9,179,969
Participant contributions at beginning of year2019-12-31$9,179,969
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,337,197
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,337,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$31,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$31,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$28,566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$28,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$168,728,779
Value of net income/loss2019-12-31$168,728,779
Value of net assets at end of year (total assets less liabilities)2019-12-31$624,364,635
Value of net assets at end of year (total assets less liabilities)2019-12-31$624,364,635
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$455,661,972
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$455,661,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$129,322,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$129,322,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$100,788,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$100,788,262
Interest on participant loans2019-12-31$511,469
Interest on participant loans2019-12-31$511,469
Value of interest in master investment trust accounts at end of year2019-12-31$202,739,996
Value of interest in master investment trust accounts at beginning of year2019-12-31$146,947,402
Value of interest in master investment trust accounts at beginning of year2019-12-31$146,947,402
Value of interest in common/collective trusts at end of year2019-12-31$281,840,351
Value of interest in common/collective trusts at end of year2019-12-31$281,840,351
Value of interest in common/collective trusts at beginning of year2019-12-31$198,717,773
Value of interest in common/collective trusts at beginning of year2019-12-31$198,717,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,930,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$22,930,877
Net investment gain or loss from common/collective trusts2019-12-31$48,809,492
Net investment gain or loss from common/collective trusts2019-12-31$48,809,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,622,047
Contributions received in cash from employer2019-12-31$13,622,047
Employer contributions (assets) at end of year2019-12-31$54,005
Employer contributions (assets) at end of year2019-12-31$54,005
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,835,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,835,989
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
Accountancy firm EIN2019-12-31133891517
2018 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,581,383
Total transfer of assets from this plan2018-12-31$111,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$35,858,370
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$25,281,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$25,281,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$61,550,174
Value of total assets at end of year2018-12-31$455,661,972
Value of total assets at beginning of year2018-12-31$443,615,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$444,966
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,671,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,671,930
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$39,598,205
Participant contributions at end of year2018-12-31$9,179,969
Participant contributions at beginning of year2018-12-31$9,647,234
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,385,045
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$28,566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$32,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$10,576,501
Value of net assets at end of year (total assets less liabilities)2018-12-31$455,661,972
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$443,615,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$100,788,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$113,248,605
Interest on participant loans2018-12-31$444,966
Value of interest in master investment trust accounts at end of year2018-12-31$146,947,402
Value of interest in master investment trust accounts at beginning of year2018-12-31$133,931,802
Value of interest in common/collective trusts at end of year2018-12-31$198,717,773
Value of interest in common/collective trusts at beginning of year2018-12-31$185,086,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,849,729
Net investment gain or loss from common/collective trusts2018-12-31$-10,567,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,566,924
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,668,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,281,869
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$708,225
Total transfer of assets from this plan2017-12-31$91,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$127,781,729
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$19,365,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,365,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$65,523,598
Value of total assets at end of year2017-12-31$443,615,771
Value of total assets at beginning of year2017-12-31$334,583,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$246,899
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,077,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,077,869
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$35,813,441
Participant contributions at end of year2017-12-31$9,647,234
Participant contributions at beginning of year2017-12-31$7,714,387
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,125,785
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$32,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$280,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$108,416,131
Value of net assets at end of year (total assets less liabilities)2017-12-31$443,615,771
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$334,583,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$113,248,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$94,890,753
Interest on participant loans2017-12-31$246,899
Value of interest in master investment trust accounts at end of year2017-12-31$133,931,802
Value of interest in master investment trust accounts at beginning of year2017-12-31$39,907,823
Value of interest in common/collective trusts at end of year2017-12-31$185,086,487
Value of interest in common/collective trusts at beginning of year2017-12-31$190,385,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,003,062
Net investment gain or loss from common/collective trusts2017-12-31$34,647,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,584,372
Employer contributions (assets) at end of year2017-12-31$1,668,814
Employer contributions (assets) at beginning of year2017-12-31$1,403,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,365,598
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$353,812
Total transfer of assets from this plan2016-12-31$50,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$75,273,576
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,307,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,307,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$50,565,020
Value of total assets at end of year2016-12-31$334,583,329
Value of total assets at beginning of year2016-12-31$273,314,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$299,464
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,951,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,951,816
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$28,932,281
Participant contributions at end of year2016-12-31$7,714,387
Participant contributions at beginning of year2016-12-31$6,607,510
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,933,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$280,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$21,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$60,965,656
Value of net assets at end of year (total assets less liabilities)2016-12-31$334,583,329
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$273,314,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$94,890,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$81,708,223
Interest on participant loans2016-12-31$299,464
Value of interest in master investment trust accounts at end of year2016-12-31$39,907,823
Value of interest in master investment trust accounts at beginning of year2016-12-31$29,706,170
Value of interest in common/collective trusts at end of year2016-12-31$190,385,698
Value of interest in common/collective trusts at beginning of year2016-12-31$155,134,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,035,606
Net investment gain or loss from common/collective trusts2016-12-31$12,470,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,699,010
Employer contributions (assets) at end of year2016-12-31$1,403,672
Employer contributions (assets) at beginning of year2016-12-31$136,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,307,920
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$5,373,505
Total transfer of assets from this plan2015-12-31$159,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$70,945,691
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,582,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,582,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$71,321,682
Value of total assets at end of year2015-12-31$273,314,693
Value of total assets at beginning of year2015-12-31$209,737,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$260,303
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,091,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,091,357
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$24,254,805
Participant contributions at end of year2015-12-31$6,607,510
Participant contributions at beginning of year2015-12-31$6,134,187
Participant contributions at end of year2015-12-31$136,147
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,800,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$21,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$58,363,184
Value of net assets at end of year (total assets less liabilities)2015-12-31$273,314,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$209,737,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$81,708,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$69,397,057
Interest on participant loans2015-12-31$260,303
Value of interest in master investment trust accounts at end of year2015-12-31$29,706,170
Value of interest in master investment trust accounts at beginning of year2015-12-31$18,669,903
Value of interest in common/collective trusts at end of year2015-12-31$155,134,886
Value of interest in common/collective trusts at beginning of year2015-12-31$115,524,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,423,127
Net investment gain or loss from common/collective trusts2015-12-31$-393,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,266,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,582,507
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,694,283
Total transfer of assets from this plan2014-12-31$127,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$73,899,034
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,006,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,006,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$62,063,991
Value of total assets at end of year2014-12-31$209,737,455
Value of total assets at beginning of year2014-12-31$144,278,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$222,117
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,859,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,859,057
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$19,158,349
Participant contributions at end of year2014-12-31$6,134,187
Participant contributions at beginning of year2014-12-31$4,392,762
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$1,017,516
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,114,325
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$63,892,680
Value of net assets at end of year (total assets less liabilities)2014-12-31$209,737,455
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$144,278,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$69,397,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$58,918,611
Interest on participant loans2014-12-31$222,117
Value of interest in master investment trust accounts at end of year2014-12-31$18,669,903
Value of interest in master investment trust accounts at beginning of year2014-12-31$14,909,470
Value of interest in common/collective trusts at end of year2014-12-31$115,524,189
Value of interest in common/collective trusts at beginning of year2014-12-31$65,033,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$526,732
Net investment gain or loss from common/collective trusts2014-12-31$4,815,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,791,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,006,354
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,839,926
Total transfer of assets from this plan2013-12-31$325,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$58,059,909
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,136,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,136,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$37,277,663
Value of total assets at end of year2013-12-31$144,278,426
Value of total assets at beginning of year2013-12-31$88,840,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$149,465
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,512,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,512,224
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$14,337,618
Participant contributions at end of year2013-12-31$4,392,762
Participant contributions at beginning of year2013-12-31$3,045,694
Participant contributions at end of year2013-12-31$1,017,516
Participant contributions at beginning of year2013-12-31$235,805
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,596,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$52,923,038
Value of net assets at end of year (total assets less liabilities)2013-12-31$144,278,426
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$88,840,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$58,918,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,363,056
Interest on participant loans2013-12-31$149,465
Value of interest in master investment trust accounts at end of year2013-12-31$14,909,470
Value of interest in master investment trust accounts at beginning of year2013-12-31$9,898,022
Value of interest in common/collective trusts at end of year2013-12-31$65,033,588
Value of interest in common/collective trusts at beginning of year2013-12-31$42,287,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,365,192
Net investment gain or loss from common/collective trusts2013-12-31$7,222,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,343,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,136,871
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,225,682
Total transfer of assets from this plan2012-12-31$218,526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$35,428,149
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,068,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,068,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$27,646,473
Value of total assets at end of year2012-12-31$88,840,543
Value of total assets at beginning of year2012-12-31$55,473,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$106,744
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,132,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,132,429
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,774,800
Participant contributions at end of year2012-12-31$3,045,694
Participant contributions at beginning of year2012-12-31$2,129,883
Participant contributions at end of year2012-12-31$235,805
Participant contributions at beginning of year2012-12-31$378,270
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,592,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$32,359,627
Value of net assets at end of year (total assets less liabilities)2012-12-31$88,840,543
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$55,473,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,363,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,704,150
Interest on participant loans2012-12-31$106,744
Value of interest in master investment trust accounts at end of year2012-12-31$9,898,022
Value of interest in master investment trust accounts at beginning of year2012-12-31$7,687,601
Value of interest in common/collective trusts at end of year2012-12-31$42,287,290
Value of interest in common/collective trusts at beginning of year2012-12-31$23,447,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,703,740
Net investment gain or loss from common/collective trusts2012-12-31$3,466,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,279,049
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$116,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,068,522
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,165,467
Total transfer of assets from this plan2011-12-31$6,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$23,745,363
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,722,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,722,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,149,523
Value of total assets at end of year2011-12-31$55,473,760
Value of total assets at beginning of year2011-12-31$32,292,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$79,958
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$552,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$552,550
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$9,100,534
Participant contributions at end of year2011-12-31$378,270
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,250,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,621
Assets. Loans (other than to participants) at end of year2011-12-31$2,129,883
Assets. Loans (other than to participants) at beginning of year2011-12-31$967,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$22,022,954
Value of net assets at end of year (total assets less liabilities)2011-12-31$55,473,760
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,292,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,704,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,817,111
Interest on participant loans2011-12-31$79,958
Value of interest in master investment trust accounts at end of year2011-12-31$7,687,601
Value of interest in master investment trust accounts at beginning of year2011-12-31$4,717,891
Value of interest in common/collective trusts at end of year2011-12-31$23,447,992
Value of interest in common/collective trusts at beginning of year2011-12-31$11,782,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,494,299
Net investment gain or loss from common/collective trusts2011-12-31$54,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,798,957
Employer contributions (assets) at end of year2011-12-31$116,432
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,722,409
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,304,558
Total transfer of assets from this plan2010-12-31$563,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$30,570,714
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,019,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,019,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,353,350
Value of total assets at end of year2010-12-31$32,292,265
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$25,224
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,079
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,942,554
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,240,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$967,122
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$29,551,509
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,292,265
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,817,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$25,224
Value of interest in master investment trust accounts at end of year2010-12-31$4,717,891
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$11,782,520
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,339,705
Net investment gain or loss from common/collective trusts2010-12-31$1,463,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,170,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,019,205
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN

2023: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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