MMC Benefits Handbook
Annual Funding Notice and Summary Annual Reports
The Plan Administrator is required by federal law to provide participants with a copy of the annual funding notice or summary annual report for certain plans. The annual funding notice specifies the plan's "funded status" and describes the plan's funding/investment policy. The summary annual report (SAR) is a written summary of the plan's annual financial report. SARs are provided for the plans listed in the tables. The Marsh & McLennan Companies Retirement Plan SAR has been replaced with a Marsh & McLennan Companies Retirement Plan Annual Funding Notice.
The following tables list the available annual funding notice(s) and SARs and include links to a PDF file of the most recent annual funding notice and SAR.
2016 SARs
Annual Funding Notice/ SAR
PDF Link
Covering Year(s)
Reporting on Plan(s)
 
2016
  • Marsh & McLennan Companies 401(k) Savings and Investment Plan
 
2016
  • Marsh & McLennan Agency 401(k) Savings and Investment Plan
 
2016
  • $350, $800, $1,500 and $2,850 Deductible Plans
  • MetLife Dental Plan
  • Express Scripts Prescription Drug Plan
  • Basic Long-Term Disability Plan
  • Basic Life Insurance Plan
  • Health Care Flexible Spending Account
  • Limited Purpose Health Care Flexible Spending Account
  • Fully Insured HMO and PPO (Kaiser and HMSA Plans)
  • Optional Long-Term Disability Plan
  • Long Term Care Plan
  • Group Variable Universal Life Insurance Plan
 
2016
  • Hyatt Legal Plan
  • National Union Fire Insurance Company, a Chartis Company (Voluntary Accidental Death and Dismemberment Plan)
  • Vision Service Plan (VSP)
  • National Union Fire Insurance Company of Pittsburgh PA a division of American International Group (AIG) (Business Travel Accident Plan)
  • Connecticut General Life Insurance Company (Employee Assistance Program)
  • Long Term Disability Bonus Income Plan
 
2016
  • UnitedHealthcare Comprehensive Medical Plan ("Post-65 Retiree Medical Plan")
 
2016
  • MMC Retiree Reimbursement Account Plan
2015 SARs
Annual Funding Notice/ SAR
PDF Link
Covering Year(s)
Reporting on Plan(s)
 
2015
  • Marsh & McLennan Companies 401(k) Savings and Investment Plan
 
2015
  • Marsh & McLennan Agency 401(k) Savings and Investment Plan
 
2015
  • $350, $800, $1,500 and $2,850 Deductible Plans
  • MetLife Dental Plan
  • Express Scripts Prescription Drug Plan
  • Basic Long-Term Disability Plan
  • Basic Life Insurance Plan
  • Health Care Flexible Spending Account
  • Limited Purpose Health Care Flexible Spending Account
  • Fully Insured HMO and PPO (Kaiser and HMSA Plans)
  • Optional Long-Term Disability Plan
  • Long Term Care Plan
  • Group Variable Universal Life Insurance Plan
 
2015
  • Hyatt Legal Plan
  • National Union Fire Insurance Company, a Chartis Company (Voluntary Accidental Death and Dismemberment Plan)
  • Vision Service Plan (VSP)
  • National Union Fire Insurance Company of Pittsburgh PA a division of American International Group (AIG) (Business Travel Accident Plan)
  • Connecticut General Life Insurance Company (Employee Assistance Program)
  • Long Term Disability Bonus Income Plan
 
2015
  • UnitedHealthcare Comprehensive Medical Plan ("Post-65 Retiree Medical Plan")
MMC Retiree Reimbursement Account Plan
 
2015
  • MMC Retiree Reimbursement Account Plan
2014 SARs
Annual Funding Notice/ SAR
PDF Link
Covering Year(s)
Reporting on Plan(s)
 
2014
  • Marsh & McLennan Companies 401(k) Savings and Investment Plan
 
2014
  • Marsh & McLennan Agency 401(k) Savings and Investment Plan
 
2014
  • Aetna PPO
  • Aetna CDHP
  • MetLife Dental Plan
  • Blue Cross Blue Shield EPO
  • UnitedHealthcare EPO
  • Express Scripts Pharmacy Plan
  • Basic Long-Term Disability Plan
  • Basic Life Insurance Plan
  • Health Care Flexible Spending Account
  • Limited Purpose Health Care Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Fully Insured HMO and PPO (Kaiser and HMSA Plans)
  • Optional Long-Term Disability Plan
  • Optional Life Insurance Plan
  • Long Term Care Plan
 
2014
  • Hyatt Legal Plan
  • American International Life (Accidental Death and Dismemberment Plan)
  • Vision Service Plan (VSP)
  • American International Life (Business Travel Accident Plan)
  • Connecticut General Life Insurance Company (Employee Assistance Program)
  • Long Term Disability Bonus Income Plan
  • Dependent Children Life Insurance Plan
  • Spouse Life Insurance Plan
 
2014
  • Mercer HR Services Retirement Plan
 
2014
  • UnitedHealthcare Comprehensive Medical Plan ("Post-65 Retiree Medical Plan")
2013 SARs
Annual Funding Notice/ SAR
PDF Link
Covering Year(s)
Reporting on Plan(s)
Marsh & McLennan Companies 401(k) Savings and Investment Plan
2013
  • Marsh & McLennan Companies 401(k) Savings and Investment Plan
Marsh & McLennan Agency 401(k) Savings and Investment Plan
2013
  • Marsh & McLennan Agency 401(k) Savings and Investment Plan
Marsh & McLennan Companies, Inc. Health & Welfare Benefits Program
2013
  • Aetna PPO
  • Aetna CDHP
  • MetLife Dental Plan
  • Blue Cross Blue Shield EPO
  • UnitedHealthcare EPO
  • Express Scripts Pharmacy Plan
  • Basic Long-Term Disability Plan
  • Basic Life Insurance Plan
  • Health Care Flexible Spending Account
  • Limited Purpose Health Care Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Fully Insured HMO and PPO (Kaiser and HMSA Plans)
  • Optional Long-Term Disability Plan
  • Optional Life Insurance Plan
  • Long-Term Care Plan
Marsh & McLennan Companies, Inc. Group Benefits Plans
2013
  • Hyatt Legal Plan
  • American International Life (Accidental Death and Dismemberment Plan)
  • Vision Service Plan (VSP)
  • American International Life (Business Travel Accident Plan)
  • Connecticut General Life Insurance Company (Employee Assistance Program)
  • Long Term Disability Bonus Income Plan
  • Dependent Children Life Insurance Plan
  • Spouse Life Insurance Plan
Mercer HR Services Retirement Plan
2013
  • Mercer HR Services Retirement Plan
The Comprehensive Medical Plan
2013
  • UnitedHealthcare Comprehensive Medical Plan ("Post-65 Retiree Medical Plan")
2012 SARs
Annual Funding Notice/ SAR
PDF Link
Covering Year(s)
Reporting on Plan(s)
Marsh & McLennan Companies 401(k) Savings and Investment Plan
http://mmcbenefits-handbook.connect.mmc.com/Prod/CURR/003- Marsh & McLennan Companies 401(k) Savings & Investment Plan- 2012 Summary Annual Report.pdf
2012
  • Marsh & McLennan Companies 401(k) Savings and Investment Plan
Marsh & McLennan Agency 401(k) Savings and Investment Plan
http://mmcbenefits-handbook.connect.mmc.com/Prod/CURR/006- Marsh & McLennan Agency 401(k) Savings & Investment Plan- 2012 Summary Annual Report.pdf
2012
  • Marsh & McLennan Agency 401(k) Savings and Investment Plan
Marsh & McLennan Companies, Inc. Health & Welfare Benefits Program
http://mmcbenefits-handbook.connect.mmc.com/Prod/CURR/501- Marsh & McLennan Companies, Inc. Health & Welfare Benefits Program- 2012 Summary Annual Report.pdf
2012
  • Aetna PPO
  • Aetna CDHP
  • MetLife Dental Plan
  • Blue Cross Blue Shield EPO
  • UnitedHealthcare EPO
  • Medco Pharmacy Plan
  • Basic Long-Term Disability Plan
  • Basic Life Insurance Plan
  • Health Care Flexible Spending Account
  • Limited Purpose Health Care Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Fully Insured HMO and PPO (Kaiser and HMSA Plans)
  • Optional Long-Term Disability Plan
  • Optional Life Insurance Plan
  • Long-Term Care Plan
Marsh & McLennan Companies, Inc. Group Benefits Plans
http://mmcbenefits-handbook.connect.mmc.com/Prod/CURR/503- Marsh & McLennan Companies, Inc. Group Benefits Plan- 2012 Summary Annual Report.pdf
2012
  • Hyatt Legal Plan
  • American International Life (Accidental Death and Dismemberment Plan)
  • Vision Service Plan (VSP)
  • American International Life (Business Travel Accident Plan)
  • Connecticut General Life Insurance Company (Employee Assistance Program)
  • Long Term Disability Bonus Income Plan
  • Dependent Children Life Insurance Plan
  • Spouse Life Insurance Plan
Mercer HR Services Retirement Plan
http://mmcbenefits-handbook.connect.mmc.com/Prod/CURR/004- Mercer HR Services Retirement Plan- 2012 Summary Annual Report.pdf
2012
  • Mercer HR Services Retirement Plan
The Comprehensive Medical Plan
http://mmcbenefits-handbook.connect.mmc.com/Prod/CURR/504- Marsh & McLennan Companies, Inc. Comprehensive Medical Plan- 2012 Summary Annual Report.pdf
2012
  • UnitedHealthcare Comprehensive Medical Plan ("Post-65 Retiree Medical Plan")
2011 SARs
Annual Funding Notice/ SAR
PDF Link
Covering Year(s)
Reporting on Plan(s)
Marsh & McLennan Companies 401(k) Savings and Investment Plan
2011
  • Marsh & McLennan Companies 401(k) Savings and Investment Plan
Marsh & McLennan Agency 401(k) Savings and Investment Plan
2011
  • Marsh & McLennan Agency 401(k) Savings and Investment Plan
Marsh & McLennan Companies, Inc. Employee Funded Welfare Benefit Trust
2011
  • Optional Long-Term Disability Plan
  • Optional Life Insurance Plan
  • Long-Term Care Plan
Marsh & McLennan Companies, Inc. Employer Funded Welfare Benefit Trust
2011
  • Aetna PPO
  • Aetna CDHP
  • MetLife Dental Plan
  • Blue Cross Blue Shield EPO
  • UnitedHealthcare EPO
  • Medco Pharmacy Plan
  • Basic Long-Term Disability Plan
  • Basic Life Insurance Plan
  • Health Care Flexible Spending Account
  • Limited Purpose Health Care Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Fully Insured HMO and PPO (Kaiser and HMSA Plans)
Marsh & McLennan Companies, Inc. Group Benefits
2011
  • Hyatt Legal Plan
  • American International Life (Accidental Death and Dismemberment Plan)
  • Vision Service Plan (VSP)
  • American International Life (Business Travel Accident Plan)
  • Connecticut General Life Insurance Company (Employee Assistance Program)
  • Long Term Disability Bonus Income Plan
  • Dependent Children Life Insurance Plan
  • Spouse Life Insurance Plan
Mercer HR Services Retirement Plan
2011
  • Mercer HR Services Retirement Plan
The Comprehensive Medical Plan
2011
  • UnitedHealthcare Comprehensive Medical Plan ("Post-65 Retiree Medical Plan")