1

New York, New York

Executive Vice President and General Counsel

Present

2

New York, New York

Co-Trustee

Present

3

New York, New York

Co-Trustee

Present

4

New York, New York

Co-Trustee

Present

5

Atlanta, Georgia

Trustee and Chair Audit and Risk Management Committee

Present

6

New York, New York

Trustee and Chair of the Veterans’ Committee

Present

7

Washington, District of Columbia

Trustee

12/2020

8

New Haven, Connecticut

Trustee

Present

9

New York, New York

Trustee

Present

10

New York, New York

Trustee

Present

1

Marsh & McLennan Companies

Salary

$1,266,667

2

Marsh & McLennan Companies

Bonus

$3,650,000

3

2017 Restricted Stock Units (including dividend payments)

None (or less than $1,001)

Compensation

$293,183

4

2018 Restricted Stock Units (including dividend payments)

None (or less than $1,001)

Compensation

$530,743

5

2019 Restricted Stock Units (including dividend payments)

None (or less than $1,001)

Compensation

$478,688

6

2017 Performance Units (including dividend payments)

None (or less than $1,001)

Compensation

$1,477,469

7

2018 Performance Units (including dividend payments)

None (or less than $1,001)

Compensation

$909,737

8

2011 Stock Options (including dividend payments)

None (or less than $1,001)

Compensation

$12,682,990

9

2013 Stock Options (including dividend payments)

None (or less than $1,001)

Compensation

$13,806,666

10

2012 Stock Options (including dividend payments)

None (or less than $1,001)

Compensation

$14,965,189

1

New York, New York

I may receive a pro-rata performance-based bonus for services rendered during 2021. Any bonus would be paid prior to my assuming the duties of the position of Air Force, General Counsel or I will forfeit it.

11/2004

2

New York, New York

Pursuant to the company’s executive compensation plan, my unvested restricted stock units will vest pro rata upon separation. At that time, I will receive a stock payout. The remainder of any unvested restricted stock units will be forfeited.

11/2004

3

New York, New York

Pursuant to the company’s executive compensation plan, my performance stock units will vest pro rata to the extent that Marsh McLennan meets certain pre- established performance metrics. Each grant vests on the third anniversary from the grant date and I have three outstanding annual grants which will be reduced based on the amount of time I spent working from the grant date until my separation date. I will forfeit the remainder of any unvested performance stock units.

11/2004

4

New York, New York

Pursuant to the company’s executive compensation plan, and based upon my age and service, my options will continue to vest with respect to any unvested option shares following separation, and I will have the lesser of 5 years from retirement or the original option expiration date to exercise the options. Upon separation, I will retain my vested and unvested options.

11/2004

5

New York, New York

401(k) Plans: I will continue to participate in these defined contribution plans. The plan sponsor will not make further contributions to these plans after my separation.

11/2004

6

New York, New York

Defined Benefit Plan: I will continue to participate in this defined benefit plan.

11/2004

1

New York, New York

I serve as the Executive Vice President and General Counsel of Marsh & McLennan Companies. I lead the Company’s Legal, Compliance, Public Affairs and Risk Management Departments

1

Davis Polk & Wardwell LLP. (Defined Benefit Plan)

Over $1,000,000

Retirement payments.

2

Invesco Ltd. (Non-Executive Board Member)

Directors Fees

3

IRA #1

3.1

U.S. bank #1 (cash)

$15,001 - $50,000

None (or less than $201)

4

IRA #2

4.1

U.S. bank #1 (cash)

Over $1,000,000

None (or less than $201)

4.2

SPDR S&P 500 ETF

Over $1,000,000

None (or less than $201)

5

IRA #3

5.1

SPDR S&P500 ETF

$100,001 - $250,000

None (or less than $201)

5.2

U.S. bank #2 (cash)

$1,001 - $15,000

None (or less than $201)

1

Brokerage Acct #1

1.1

U.S. brokerage money market account (cash)

$5,000,001 - $25,000,000

Interest

$15,001 - $50,000

1.2

Apple Inc.

None (or less than $1,001)

Dividends

$5,001 - $15,000

1.3

AbbVie Inc.

$100,001 - $250,000

Dividends

$5,001 - $15,000

1.4

AmerisourceBergen Corporation

None (or less than $1,001)

Dividends Capital Gains

$100,001 - $1,000,000

1.5

Amgen Inc.

None (or less than $1,001)

Dividends Capital Gains

$100,001 - $1,000,000

1.6

Baxter International Inc.

None (or less than $1,001)

Dividends Capital Gains

$100,001 - $1,000,000

1.7

Blackstone Group Inc.

$500,001 - $1,000,000

Dividends

$15,001 - $50,000

1.8

Crown Castle International

None (or less than $1,001)

Dividends Capital Gains

$100,001 - $1,000,000

1.9

CF Industries Holdings, Inc.

$100,001 - $250,000

Dividends

$5,001 - $15,000

1

Petershill II LP

$100,001 - $250,000

2015

N/A

2

MD VII Access LP

$15,001 - $50,000

2015

N/A

3

Insight Venture Partners X Access LP

$10,001 - $15,000

2017

N/A

4

KKR Principal Opportunities II Access LLC

$100,001 - $250,000

2019

N/A

5

Vintage VII LP

$250,001 - $500,000

2016

N/A

6

Capital Partners VI Parallel/Whitehall Street Global Real Estate 2007 Access LP

$15,001 - $50,000

2007

N/A

1

4

Filer resigned trustee position 9/17/2021

1

11

No assets in this trust

1

12

No assets in this trust