Form 5500 · Retirement plan · NEW YORK, NY
MARSH & MCLENNAN COMPANIES, INC.
The filing calls this plan MARSH & MCLENNAN COMPANIES, INC. MASTER RETIREMENT SAVINGS TRUST.
MARSH & MCLENNAN COMPANIES, INC. of NEW YORK, NY files a Form 5500 for its retirement plan. Schedule A discloses 6 annuity or guaranteed-interest contracts held by the plan, written by ING LIFE INSURANCE AND ANNUITY COMPANY and 5 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2854946 · plan 001 · plan year 2024, filed Oct 6, 2025
Plan brief
Schedule A lists 6 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with ING LIFE INSURANCE AND ANNUITY COMPANY.
The contracts held $517,049,325 at the end of the plan year, as reported on Schedule A.
The filing discloses no agent commission on these contracts.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| ING LIFE INSURANCE AND ANNUITY COMPANY | Annuity / GIC | — | December | $88,612,827 | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Annuity / GIC | — | December | $85,299,217 | $0 |
| METROPOLITAN TOWER LIFE INSURANCE COMPANY | Annuity / GIC | — | December | $84,006,439 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | — | December | $88,609,491 | $0 |
| RGA REINSURANCE COMPANY | Annuity / GIC | — | December | $88,333,891 | $0 |
| STATE STREET BANK AND TRUST COMPANY | Annuity / GIC | — | December | $82,187,460 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
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