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.
2021 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
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Covering Year(s)
|
Reporting on Plan(s)
|
|
|
|
2021
|
|
|
|
|
2021
|
|
|
|
|
2021
|
-
$400, $900, $1,500 and $2,850 Deductible Plans
-
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
-
Group Variable Universal Life Insurance Plan
|
|
|
|
2021
|
-
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
|
2020 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
|
|
2020
|
|
|
|
|
2020
|
|
|
|
|
2020
|
-
$400, $900, $1,500 and $2,850 Deductible Plans
-
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
-
Group Variable Universal Life Insurance Plan
|
|
|
|
2020
|
-
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
|
2019 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
|
|
2019
|
|
|
|
|
2019
|
|
|
|
|
2019
|
-
$400, $900, $1,500 and $2,850 Deductible Plans
-
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
-
Group Variable Universal Life Insurance Plan
|
|
|
|
2019
|
-
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
|
2018 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
|
|
2018
|
|
|
|
|
2018
|
|
|
|
|
2018
|
-
$400, $900, $1,500 and $2,850 Deductible Plans
-
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
-
Group Variable Universal Life Insurance Plan
|
|
|
|
2018
|
-
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
|
2017 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
|
|
2017
|
|
|
|
|
2017
|
|
|
|
|
2017
|
-
$350, $800, $1,500 and $2,850 Deductible Plans
-
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
-
Group Variable Universal Life Insurance Plan
|
|
|
|
2017
|
-
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 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
|
|
2016
|
|
|
|
|
2016
|
|
|
|
|
2016
|
-
$350, $800, $1,500 and $2,850 Deductible Plans
-
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
-
Group Variable Universal Life Insurance Plan
|
|
|
|
2016
|
-
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
|
|
|
|
|
2016
|
|
2015 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
|
|
2015
|
|
|
|
|
2015
|
|
|
|
|
2015
|
-
$350, $800, $1,500 and $2,850 Deductible Plans
-
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
-
Group Variable Universal Life Insurance Plan
|
|
|
|
2015
|
-
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
|
|
|
MMC Retiree Reimbursement Account Plan
|
|
2015
|
|
2014 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
|
|
2014
|
|
|
|
|
2014
|
|
|
|
|
2014
|
-
Blue Cross Blue Shield 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
|
|
|
|
2014
|
-
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
|
|
|
|
|
2014
|
|
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 Agency 401(k) Savings and Investment Plan
|
|
2013
|
|
|
Marsh & McLennan Companies, Inc. Health & Welfare Benefits Program
|
|
2013
|
-
Blue Cross Blue Shield 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
|
|
Marsh & McLennan Companies, Inc. Group Benefits Plans
|
|
2013
|
-
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
|
|
|
The Comprehensive Medical Plan
|
|
2013
|
|
2012 SARs
|
Annual Funding Notice/ SAR
|
PDF Link
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
Marsh & McLennan Companies 401(k) Savings and Investment Plan
|
|
2012
|
|
|
Marsh & McLennan Agency 401(k) Savings and Investment Plan
|
|
2012
|
|
|
Marsh & McLennan Companies, Inc. Health & Welfare Benefits Program
|
|
2012
|
-
Blue Cross Blue Shield EPO
-
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
|
|
Marsh & McLennan Companies, Inc. Group Benefits Plans
|
|
2012
|
-
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
|
|
2012
|
|
|
The Comprehensive Medical Plan
|
|
2012
|
|
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 Agency 401(k) Savings and Investment Plan
|
|
2011
|
|
|
Marsh & McLennan Companies, Inc. Employee Funded Welfare Benefit Trust
|
|
2011
|
|
|
Marsh & McLennan Companies, Inc. Employer Funded Welfare Benefit Trust
|
|
2011
|
-
Blue Cross Blue Shield EPO
-
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
|
-
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
|
|
|
The Comprehensive Medical Plan
|
|
2011
|
|
