401k Plan data: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 plan

BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 401k Plan overview

Plan Name	BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006
Plan identification number	009

BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAE SYSTEMS INC has sponsored the creation of one or more 401k plans.

Company Name: BAE SYSTEMS INC

Employer identification number (EIN): 223537950

NAIC Classification: 336410

Additional information about BAE SYSTEMS INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2777144

More information about BAE SYSTEMS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2012-01-01 SETH T. PERRETTA
009 2011-01-01 MARC WHIPPLE
009 2010-01-01 MARC WHIPPLE
009 2009-01-01 MARC WHIPPLE
009 2009-01-01 MARC WHIPPLE

Plan id#	Filing Submission Date	Name of Administrator
009	2012-01-01	SETH T. PERRETTA
009	2011-01-01	MARC WHIPPLE
009	2010-01-01	MARC WHIPPLE
009	2009-01-01	MARC WHIPPLE
009	2009-01-01	MARC WHIPPLE

Plan Statistics for BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006

401k plan membership statisitcs for BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006

Measure Date Value
2012: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17,059
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 83
2011: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17,998
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14,577
Number of retired or separated participants receiving benefits 2011-01-01 340
Number of other retired or separated participants entitled to future benefits 2011-01-01 2,128
Total of all active and inactive participants 2011-01-01 17,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 14
Total participants 2011-01-01 17,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 368
2010: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18,076
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15,893
Number of retired or separated participants receiving benefits 2010-01-01 146
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,721
Total of all active and inactive participants 2010-01-01 17,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 996
2009: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4,353
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4,069
Number of retired or separated participants receiving benefits 2009-01-01 54
Number of other retired or separated participants entitled to future benefits 2009-01-01 626
Total of all active and inactive participants 2009-01-01 4,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 283

Measure	Date	Value
2012: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17,059
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	83
2011: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17,998
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14,577
Number of retired or separated participants receiving benefits	2011-01-01	340
Number of other retired or separated participants entitled to future benefits	2011-01-01	2,128
Total of all active and inactive participants	2011-01-01	17,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	14
Total participants	2011-01-01	17,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	368
2010: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18,076
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15,893
Number of retired or separated participants receiving benefits	2010-01-01	146
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,721
Total of all active and inactive participants	2010-01-01	17,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	996
2009: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4,353
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4,069
Number of retired or separated participants receiving benefits	2009-01-01	54
Number of other retired or separated participants entitled to future benefits	2009-01-01	626
Total of all active and inactive participants	2009-01-01	4,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	283

Financial Data on BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006

Measure	Date	Value
2012 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$258,321,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$516,372
Total income from all sources (including contributions)	2012-12-31	$52,654,594
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$12,798,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$10,545,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$21,676,119
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$218,982,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,253,723
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$1,256,032
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$21,676,119
Administrative expenses (other) incurred	2012-12-31	$962,181
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$516,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$39,855,786
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$218,466,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$16,237
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$175,107,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$43,875,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$10,545,085
Contract administrator fees	2012-12-31	$19,273
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	131673581
2011 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$516,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$456,172
Total income from all sources (including contributions)	2011-12-31	$74,316,102
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$9,148,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,199,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$67,600,550
Value of total assets at end of year	2011-12-31	$218,982,468
Value of total assets at beginning of year	2011-12-31	$153,754,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,948,467
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$189,259
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$23,441,145
Administrative expenses (other) incurred	2011-12-31	$632,614
Liabilities. Value of operating payables at end of year	2011-12-31	$516,372
Liabilities. Value of operating payables at beginning of year	2011-12-31	$456,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$65,167,826
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$218,466,096
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$153,298,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$0
Value of interest in master investment trust accounts at end of year	2011-12-31	$175,107,280
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$112,681,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$44,159,405
Employer contributions (assets) at end of year	2011-12-31	$43,875,188
Employer contributions (assets) at beginning of year	2011-12-31	$41,072,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,199,809
Contract administrator fees	2011-12-31	$1,126,594
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	131673581
2010 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$456,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$243,503
Total income from all sources (including contributions)	2010-12-31	$116,500,772
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,835,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,182,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$106,783,712
Value of total assets at end of year	2010-12-31	$153,754,442
Value of total assets at beginning of year	2010-12-31	$41,876,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,653,408
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$253,723
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$24,884,111
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$169,886
Liabilities. Value of operating payables at end of year	2010-12-31	$456,172
Liabilities. Value of operating payables at beginning of year	2010-12-31	$243,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$111,664,864
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$153,298,270
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$41,633,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$112,681,782
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$30,714,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$81,899,601
Employer contributions (assets) at end of year	2010-12-31	$41,072,660
Employer contributions (assets) at beginning of year	2010-12-31	$11,162,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,182,500
Contract administrator fees	2010-12-31	$1,229,799
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG LLP
Accountancy firm EIN	2010-12-31	131673581
2009 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006

2012: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2006 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BAE SYSTEMS INC
Employer identification number (EIN):	223537950
NAIC Classification:	336410

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2777144