Original filing (PDF)20251003141136NAL0001489425001

MARSH & MCLENNAN COMPANIES, INC.

Name: MARSH & MCLENNAN COMPANIES, INC. — JLT (USA) STABLE VALUE PLAN - TW LEGACY, Form 5500 (2024)
Creator: MARSH & MCLENNAN COMPANIES, INC.

Form 5500

FILING_RECEIVED

JLT (USA) STABLE VALUE PLAN - TW LEGACY

Defined-benefit pension plan

Signals · 2

47% in single holding~317 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

How this plan invests

This plan

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSH & MCLENNAN COMPANIES, INC..

Plan sponsor

Name

MARSH & MCLENNAN COMPANIES, INC.

EIN

36-2668272

Address

1166 AVENUE OF THE AMERICAS · NEW YORK, NY · 10106

Phone

(212) 345-5000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

NAVOLIO & TALLMAN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION BENEFIT GUARANTEE CORP	52-1042410	—	RETAINED BY EMPLOYER	$52K	—
JOHN HANCOCK RETIREMENT	01-0233346	—	RETAINED BY EMPLOYER	$50K	—
NAVOLIO & TALLMAN LLP	26-1367143	—	RETAINED BY EMPLOYER	$15K	—

Investments

4 direct securities· $2.1M(58% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Long-Term Investment Grade Fund (Admiral Shares)	—	—	$1.1M	$1.0M	27.2%
Vanguard Treasury Money Market Fund (Institutional Shares)	—	—	$785K	$785K	21.3%
Vanguard Short-Term Bond Index Fund (Admiral Shares)	—	—	$357K	$349K	9.5%
Interest bearing cash	—	—	$6K	$6K

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