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  5. MARSH & MCLENNAN AGENCY LLC

MARSH & MCLENNAN AGENCY LLC

Company Details

Name: MARSH & MCLENNAN AGENCY LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 12 Sep 2008 (16 years ago)
Entity Number: 3719613
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
7KD32 Active Non-Manufacturer 2016-02-25 2024-05-09 2029-05-09 2025-05-01

Contact Information
POC ELIZABETH MONAHAN
Phone +1 347-933-2879
Address 360 HAMILTON AVE STE 930, WHITE PLAINS, WESTCHESTER, NY, 10601 1847, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner
Vendor Certified 2024-05-03
CAGE number 3HE91
Company Name MARSH & MCLENNAN COMPANIES INC
CAGE Last Updated 2024-06-12
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2023 263237576 2024-08-08 MARSH & MCLENNAN AGENCY LLC 7209
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2022-02-01
Business code 524210
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN COMPANIES, HEAD OF EMPLOYEE RELATIONS
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 7170
Retired or separated participants receiving benefits 39

Signature of
Role Plan administrator
Date 2024-08-08
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNAN AGENCY LLC SEVERANCE PAY PLAN 2023 263237576 2024-08-08 MARSH & MCLENNAN AGENCY LLC 9735
File View Page
Three-digit plan number (PN) 508
Effective date of plan 2022-03-01
Business code 524210
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN COMPANIES, HEAD OF EMPLOYEE RELATIONS
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 9711
Retired or separated participants receiving benefits 24

Signature of
Role Plan administrator
Date 2024-08-08
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2022 263237576 2023-12-08 MARSH & MCLENNAN AGENCY LLC 6449
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2022-02-01
Business code 524210
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN COMPANIES, HEAD OF EMPLOYEE RELATIONS
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 6413
Retired or separated participants receiving benefits 36

Signature of
Role Plan administrator
Date 2023-12-08
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-12-08
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE 2022 263237576 2023-12-08 MARSH & MCLENNAN AGENCY LLC 6366
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 9143961600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN COMPANIES, HEAD OF EMPLOYEE RELATIONS
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 6364
Retired or separated participants receiving benefits 2

Signature of
Role Plan administrator
Date 2023-12-08
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-12-08
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2021 263237576 2022-10-04 MARSH & MCLENNAN AGENCY LLC 5878
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2021-01-01
Business code 524210
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN COMPANIES, HEAD OF EMPLOYEE RELATIONS
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 5851
Retired or separated participants receiving benefits 27

Signature of
Role Plan administrator
Date 2022-09-29
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-29
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2020 263237576 2023-12-11 MARSH & MCLENNAN AGENCY LLC 6041
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2020-10-01
Business code 524210
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN COMPANIES HEAD OF EMPLOYEE RELATIONS
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 6033
Retired or separated participants receiving benefits 8

Signature of
Role Plan administrator
Date 2023-12-11
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2020 263237576 2023-12-11 MARSH & MCLENNAN AGENCY, LLC 5874
Three-digit plan number (PN) 504
Effective date of plan 2020-01-01
Business code 524210
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY, LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN COMPANIES, HEAD OF EMPLOYEE RELATIONS
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 5857
Retired or separated participants receiving benefits 17

Signature of
Role Plan administrator
Date 2023-12-11
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNA AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2020 263237576 2021-06-29 MARSH & MCLENNAN AGENCY LLC 5908
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Number of participants as of the end of the plan year
Active participants 5881
Retired or separated participants receiving benefits 27

Signature of
Role Plan administrator
Date 2021-06-29
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-29
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNAN AGENCY LLC SPECIAL SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS 2019 263237576 2020-04-09 MARSH & MCLENNAN AGENCY, LLC 5326
File View Page
Three-digit plan number (PN) 504
Effective date of plan 2018-02-01
Business code 524210
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY, LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN AGENCY, LLC
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 5290
Retired or separated participants receiving benefits 36

Signature of
Role Plan administrator
Date 2020-04-09
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature
MARSH & MCLENNAN AGENCY LLC GROUP 1 SEVERANCE PAY PLAN 2019 263237576 2020-04-09 MARSH & MCLENNAN AGENCY LLC 242
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2018-02-01
Business code 524210
Sponsor’s telephone number 9143971600
Plan sponsor’s DBA name MARSH & MCLENNAN AGENCY LLC
Plan sponsor’s mailing address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847
Plan sponsor’s address 360 HAMILTON AVE STE 930, WHITE PLAINS, NY, 106011847

Plan administrator’s name and address
Administrator’s EIN 263237576
Plan administrator’s name MARSH & MCLENNAN AGENCY LLC
Plan administrator’s address 1166 AVENUE OF THE AMERICAS, NEW YORK, NY, 100362708
Administrator’s telephone number 2123456000

Number of participants as of the end of the plan year
Active participants 241
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2020-04-09
Name of individual signing SUZANNE BURKHARDT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
MARSH & MCLENNAN AGENCY LLC DOS Process Agent 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2020-09-01 2024-09-04 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28 2024-09-04 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2016-04-01 2020-09-01 Address THE CORPORATION TURST COMPANY, 1209 ORANGE STREET, WILMINGTON, DE, 19801, USA (Type of address: Service of Process)
2008-09-12 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2008-09-12 2016-04-01 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240904003433 2024-09-04 BIENNIAL STATEMENT 2024-09-04
220901001001 2022-09-01 BIENNIAL STATEMENT 2022-09-01
200901062108 2020-09-01 BIENNIAL STATEMENT 2020-09-01
SR-50713 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
181004002049 2018-10-04 BIENNIAL STATEMENT 2018-09-01
161019002048 2016-10-19 BIENNIAL STATEMENT 2016-09-01
160401000754 2016-04-01 CERTIFICATE OF MERGER 2016-04-01
141119006421 2014-11-19 BIENNIAL STATEMENT 2014-09-01
121009002126 2012-10-09 BIENNIAL STATEMENT 2012-09-01
101206002462 2010-12-06 BIENNIAL STATEMENT 2010-09-01

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Related by address

28 LIBERTY STREET, NEW YORK, NY, United States, 10005

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Date of last update: 03 Feb 2025

Sources: New York Secretary of State

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