Marsh & Mclennan Companies 401(k) and pension plans
Marsh & Mclennan Companies, Inc., New York, NY. EIN 36-2668272. Annual reports 2009–2024. Also filed as JLT Holdings Inc.; Organization Resources Counselors, Inc.; Marsh & Mclennan Companies Inc.
Marsh & Mclennan Companies, Inc. has 4 active retirement plans on file. The largest is the Marsh & Mclennan Companies Retirement Plan, with 35,450 participants and $4.1 billion in assets in 2024.
Marsh & Mclennan Companies, Inc. 1166 Avenue of the Americas New York, NY 10106 (212) 345-5000As filed for 2024
In effect since
January 1, 2014
Earlier sponsor: JLT Holdings Inc. (2014–2018).
Year by year, 2014 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
78
$3.7 million
John Hancock
2023
144
$5.0 million
John Hancock
2022
151
$4.7 million
John Hancock
2021
153
$5.9 million
John Hancock
2020
154
$6.0 million
John Hancock
2019
159
$5.7 million
John Hancock
2018
165
$5.1 million
John Hancock
2017
167
$5.3 million
John Hancock
2016
167
$5.0 million
John Hancock
2015
175
$5.1 million
John Hancock
2014
205
$2.9 million
not listed
JLT (USA) Employees' Retirement Plan
Pension (defined benefit)Merged
Merged. In 2024 its assets moved to the Marsh & Mclennan Companies Retirement Plan, sponsored by Marsh & Mclennan Companies, Inc. (EIN 36-2668272, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
008Employer EIN 36-2668272
Participants (2023)
880
Net assets (2023)
$39.5 million
Administered by
John HancockEarlier: New York Life Investment Management (2009–2014)
Plan administrator
Marsh & Mclennan Companies, Inc. 1166 Avenue of the Americas, 31ST Floor New York, NY 10036 (212) 345-5000As filed for 2024
In effect since
May 1, 1982
Earlier sponsor: JLT Holdings Inc. (2009–2018).
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
0
$0
John Hancock
2023
880
$39.5 million
John Hancock
2022
899
$37.8 million
John Hancock
2021
917
$53.6 million
John Hancock
2020
938
$52.9 million
John Hancock
2019
947
$48.9 million
John Hancock
2018
966
$41.8 million
John Hancock
2017
989
$46.0 million
John Hancock
2016
1,010
$44.4 million
John Hancock
2015
1,064
$47.6 million
John Hancock
2014
1,269
$60.4 million
New York Life Investment Management
2013
1,282
$57.5 million
New York Life Investment Management
2012
1,294
$49.1 million
New York Life Investment Management
2011
1,314
$45.0 million
New York Life Investment Management
2010
1,314
$44.8 million
New York Life Investment Management
2009
1,331
$39.7 million
New York Life Investment Management
JLT (USA) 401(k) Incentive Savings Plan
401(k)Closed
Closed. The plan filed its final annual report for 2020, which means its assets were paid out or moved and it no longer exists.
Plan number
009Employer EIN 36-2668272
Participants (2019)
715
Net assets (2019)
$63.2 million
Recordkeeper
John HancockEarlier: New York Life Investment Management (2009–2014)
Plan administrator
Marsh & Mclennan Companies, Inc. 121 River Street, 3RD Floor Hoboken, NJ 07030 (201) 284-4136As filed for 2020
In effect since
January 1, 1985
Earlier sponsor: JLT Holdings Inc. (2009–2018).
Year by year, 2009 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
0
$0
John Hancock
2019
715
$63.2 million
John Hancock
2018
963
$72.2 million
John Hancock
2017
870
$68.2 million
John Hancock
2016
738
$48.9 million
John Hancock
2015
622
$38.8 million
John Hancock
2014
582
$33.2 million
New York Life Investment Management
2013
556
$30.0 million
New York Life Investment Management
2012
336
$20.9 million
New York Life Investment Management
2011
336
$18.7 million
New York Life Investment Management
2010
360
$19.2 million
New York Life Investment Management
2009
373
$17.8 million
New York Life Investment Management
Marsh & Mclennan Companies Retirement Plan B
Pension (defined benefit)Merged
Merged. In 2016 its assets moved to the Marsh & Mclennan Companies Retirement Plan, sponsored by Marsh & Mclennan Companies, Inc. (EIN 36-2668272, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
007Employer EIN 36-2668272
Participants (2015)
15,738
Net assets (2015)
$1.1 billion
Plan administrator
Marsh & Mclennan Companies, Inc. 121 River Street, 6TH Floor Hoboken, NJ 07030 (201) 284-4000As filed for 2016
In effect since
September 1, 2015
Year by year, 2015 to 2016
Plan year
Participants
Net assets
Recordkeeper
2016
0
$0
not listed
2015
15,738
$1.1 billion
not listed
Mercer HR Services Retirement Plan
Profit-sharing planMergedUnion (multiemployer)
Merged. In 2015 its assets moved to the Marsh & Mclennan Companies 401(k) Savings and Investment Plan, sponsored by Marsh & Mclennan Companies, Inc. (EIN 36-2668272, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
004Employer EIN 36-2668272
Participants (2014)
2,069
Net assets (2014)
$40.6 million
Plan administrator
Benefits Administration Committee Marsh & Mclennan Companies Inc. 1166 Avenue of the Americas New York, NY 10036 (201) 284-4000As filed for 2015
In effect since
January 1, 2005
Year by year, 2009 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
not listed
2014
2,069
$40.6 million
not listed
2013
2,300
$41.3 million
not listed
2012
2,285
$33.9 million
not listed
2011
2,296
$28.1 million
not listed
2010
2,142
$25.3 million
not listed
2009
2,096
$19.3 million
not listed
Retirement Plan for the Employees of Organization Resources Counselors, Inc.
Pension (defined benefit), frozenMerged
Merged. In 2013 its assets moved to the Marsh & Mclennan Companies Retirement Plan, sponsored by Marsh & Mclennan Companies, Inc. (EIN 36-2668272, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
005Employer EIN 36-2668272
Participants (2012)
298
Net assets (2012)
$20.4 million
Plan administrator
Marsh & Mclennan Companies, Inc. 121 River Street, 6TH Floor Hoboken, NJ 07030 (201) 284-4115As filed for 2013
In effect since
May 1, 1969
Earlier sponsor: Organization Resources Counselors, Inc. (2009).
Year by year, 2009 to 2013
Plan year
Participants
Net assets
Recordkeeper
2013
0
$0
not listed
2012
298
$20.4 million
not listed
2011
298
$19.3 million
not listed
2010
298
$19.8 million
not listed
2009
301
$16.5 million
not listed
If you had money in one of these plans
Call John Hancock (johnhancock.com), which runs the JLT (USA) Stable Value Plan - TW Legacy. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 345-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.