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.
2023 SARs
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Annual Funding Notice/ SAR
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Covering Year(s)
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Reporting on Plan(s)
|
|
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2023
|
|
|
|
2023
|
|
|
|
2023
|
-
$1,500 and $3,000 Deductible Plans, Surest Copay Plan
-
CVS Caremark® 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
|
|
|
2023
|
-
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)
-
Cigna Behavioral Health (Employee Assistance Program)
-
Long Term Disability Bonus Income Plan
|
2022 SARs
|
Annual Funding Notice/ SAR
|
Covering Year(s)
|
Reporting on Plan(s)
|
|
|
2022
|
|
|
|
2022
|
|
|
|
2022
|
-
$400, $900, $1,500 and $2,850 Deductible Plans
-
CVS Caremark® 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
|
|
|
2022
|
-
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)
-
Cigna Behavioral Health (Employee Assistance Program)
-
Long Term Disability Bonus Income Plan
|
2021 SARs
|
Annual Funding Notice/ SAR
|
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
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