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BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameBAE SYSTEMS EMPLOYEES' RETIREMENT PLAN
Plan identification number 050

BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • 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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0502022-01-01JODI COULTER2023-10-12
0502021-01-01JODI COULTER2022-10-14
0502020-01-01TARA W. OLIVET2021-10-12
0502019-01-01TARA W. OLIVET2020-09-29
0502018-01-01TARA W. OLIVET2019-10-31
0502018-01-01TARA W. OLIVET2019-10-14
0502017-01-01
0502017-01-01
0502016-01-01
0502016-01-01
0502015-01-01
0502015-01-01
0502014-01-01CHANDRA CHUDAMANI
0502013-01-01
0502012-01-01SETH T. PERETTA
0502011-01-01MARC WHIPPLE
0502009-01-01MARC WHIPPLE
0502009-01-01MARC WHIPPLE
0502004-01-01BRADLEY JACOBS BRADLEY JACOBS2010-10-07
0502004-01-01BRADLEY JACOBS
0502004-01-01BRADLEY JACOBS
0502003-01-01BRADLEY JACOBS BRADLEY JACOBS2010-10-07
0502003-01-01BRADLEY JACOBS
0502003-01-01BRADLEY JACOBS

Plan Statistics for BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN

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

Measure Date Value
2022: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-315,435,921,836
Acturial value of plan assets2022-12-315,302,415,621
Funding target for retired participants and beneficiaries receiving payment2022-12-312,339,196,186
Number of terminated vested participants2022-12-3110,423
Fundng target for terminated vested participants2022-12-31659,357,242
Active participant vested funding target2022-12-311,037,163,451
Number of active participants2022-12-317,856
Total funding liabilities for active participants2022-12-311,052,075,474
Total participant count2022-12-3129,887
Total funding target for all participants2022-12-314,050,628,902
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31829,784,120
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31829,784,120
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31859,192,372
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3110,361,599
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0129,887
Total number of active participants reported on line 7a of the Form 55002022-01-017,673
Number of retired or separated participants receiving benefits2022-01-0111,766
Number of other retired or separated participants entitled to future benefits2022-01-019,193
Total of all active and inactive participants2022-01-0128,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,756
Total participants2022-01-0130,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-315,297,958,710
Acturial value of plan assets2021-12-314,768,162,839
Funding target for retired participants and beneficiaries receiving payment2021-12-312,125,978,504
Number of terminated vested participants2021-12-319,772
Fundng target for terminated vested participants2021-12-31633,628,187
Active participant vested funding target2021-12-311,079,357,859
Number of active participants2021-12-318,373
Total funding liabilities for active participants2021-12-311,096,693,355
Total participant count2021-12-3127,198
Total funding target for all participants2021-12-313,856,300,046
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31711,455,378
Prefunding balanced used to offset prior years funding requirement2021-12-3138,388,020
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31673,067,358
Present value of excess contributions2021-12-3125,215,931
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3129,073,968
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3129,073,968
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31805,120,632
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3110,755,659
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0127,198
Total number of active participants reported on line 7a of the Form 55002021-01-017,856
Number of retired or separated participants receiving benefits2021-01-0110,300
Number of other retired or separated participants entitled to future benefits2021-01-0110,106
Total of all active and inactive participants2021-01-0128,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,625
Total participants2021-01-0129,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-315,534,805,320
Acturial value of plan assets2020-12-315,215,330,070
Funding target for retired participants and beneficiaries receiving payment2020-12-312,728,812,570
Number of terminated vested participants2020-12-3110,291
Fundng target for terminated vested participants2020-12-31650,939,748
Active participant vested funding target2020-12-311,240,285,436
Number of active participants2020-12-319,083
Total funding liabilities for active participants2020-12-311,261,686,218
Total participant count2020-12-3141,866
Total funding target for all participants2020-12-314,641,438,536
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31596,039,423
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3154,523,268
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31541,516,155
Present value of excess contributions2020-12-3135,916,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3144,253,323
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3144,253,323
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31711,455,378
Total employer contributions2020-12-3131,311,687
Total employee contributions2020-12-3158
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-31300,040
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3129,481,265
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3112,148,083
Net shortfall amortization installment of oustanding balance2020-12-31137,563,844
Total funding amount beforereflecting carryover/prefunding balances2020-12-3142,653,354
Prefunding balance elected to use to offset funding requirement2020-12-3138,388,020
Additional cash requirement2020-12-314,265,334
Contributions allocatedtoward minimum required contributions for current year2020-12-3129,481,265
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0141,866
Total number of active participants reported on line 7a of the Form 55002020-01-018,373
Number of retired or separated participants receiving benefits2020-01-018,125
Number of other retired or separated participants entitled to future benefits2020-01-019,535
Total of all active and inactive participants2020-01-0126,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,165
Total participants2020-01-0127,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-314,721,192,781
Acturial value of plan assets2019-12-315,000,939,179
Funding target for retired participants and beneficiaries receiving payment2019-12-312,618,960,281
Number of terminated vested participants2019-12-3110,881
Fundng target for terminated vested participants2019-12-31679,889,253
Active participant vested funding target2019-12-311,264,558,754
Number of active participants2019-12-319,665
Total funding liabilities for active participants2019-12-311,290,938,326
Total participant count2019-12-3142,611
Total funding target for all participants2019-12-314,589,787,860
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31689,756,585
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3154,523,266
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31635,233,319
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31596,039,423
Total employer contributions2019-12-3147,600,000
Total employee contributions2019-12-3119
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3143,481,777
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3128,105,552
Net shortfall amortization installment of oustanding balance2019-12-31184,888,104
Total funding amount beforereflecting carryover/prefunding balances2019-12-3162,088,055
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3154,523,268
Additional cash requirement2019-12-317,564,787
Contributions allocatedtoward minimum required contributions for current year2019-12-3143,481,777
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0142,611
Total number of active participants reported on line 7a of the Form 55002019-01-019,083
Number of retired or separated participants receiving benefits2019-01-0119,157
Number of other retired or separated participants entitled to future benefits2019-01-0110,046
Total of all active and inactive participants2019-01-0138,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013,580
Total participants2019-01-0141,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-315,312,520,914
Acturial value of plan assets2018-12-315,003,082,494
Funding target for retired participants and beneficiaries receiving payment2018-12-312,518,523,138
Number of terminated vested participants2018-12-3111,259
Fundng target for terminated vested participants2018-12-31671,122,194
Active participant vested funding target2018-12-311,293,718,168
Number of active participants2018-12-3110,503
Total funding liabilities for active participants2018-12-311,326,766,083
Total participant count2018-12-3143,307
Total funding target for all participants2018-12-314,516,411,415
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31596,851,145
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31596,851,145
Present value of excess contributions2018-12-3195,422,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31100,994,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,303,436
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31689,756,585
Total employer contributions2018-12-3164,474
Total employee contributions2018-12-31589
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-3162,045
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3121,369,590
Net shortfall amortization installment of oustanding balance2018-12-31203,085,506
Total funding amount beforereflecting carryover/prefunding balances2018-12-3154,523,266
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3154,523,266
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0143,307
Total number of active participants reported on line 7a of the Form 55002018-01-019,665
Number of retired or separated participants receiving benefits2018-01-0119,102
Number of other retired or separated participants entitled to future benefits2018-01-0110,669
Total of all active and inactive participants2018-01-0139,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013,175
Total participants2018-01-0142,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-314,762,546,075
Acturial value of plan assets2017-12-314,808,378,726
Funding target for retired participants and beneficiaries receiving payment2017-12-312,322,175,933
Number of terminated vested participants2017-12-3111,573
Fundng target for terminated vested participants2017-12-31645,060,981
Active participant vested funding target2017-12-311,273,646,234
Number of active participants2017-12-3111,250
Total funding liabilities for active participants2017-12-311,313,381,751
Total participant count2017-12-3143,963
Total funding target for all participants2017-12-314,280,618,665
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31485,597,769
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31485,597,769
Present value of excess contributions2017-12-3161,503,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3165,218,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3165,218,707
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31596,851,145
Total employer contributions2017-12-31130,738,683
Total employee contributions2017-12-313,454
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-31480,846
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31118,268,150
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3122,845,864
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3122,845,864
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3122,845,864
Contributions allocatedtoward minimum required contributions for current year2017-12-31118,268,150
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0143,963
Total number of active participants reported on line 7a of the Form 55002017-01-0110,503
Number of retired or separated participants receiving benefits2017-01-0118,728
Number of other retired or separated participants entitled to future benefits2017-01-0111,081
Total of all active and inactive participants2017-01-0140,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012,995
Total participants2017-01-0143,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-314,546,246,446
Acturial value of plan assets2016-12-314,741,642,101
Funding target for retired participants and beneficiaries receiving payment2016-12-312,201,464,962
Number of terminated vested participants2016-12-3111,971
Fundng target for terminated vested participants2016-12-31657,751,615
Active participant vested funding target2016-12-311,272,815,018
Number of active participants2016-12-3112,041
Total funding liabilities for active participants2016-12-311,321,757,715
Total participant count2016-12-3144,762
Total funding target for all participants2016-12-314,180,974,292
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31427,261,674
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31427,261,674
Present value of excess contributions2016-12-3161,666,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3165,514,091
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3165,514,091
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31485,597,769
Total employer contributions2016-12-3167,949,626
Total employee contributions2016-12-31306
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3161,503,073
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3125,814,181
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3161,503,073
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0144,762
Total number of active participants reported on line 7a of the Form 55002016-01-0111,250
Number of retired or separated participants receiving benefits2016-01-0118,603
Number of other retired or separated participants entitled to future benefits2016-01-0111,399
Total of all active and inactive participants2016-01-0141,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012,711
Total participants2016-01-0143,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0150,185
Total number of active participants reported on line 7a of the Form 55002015-01-0112,041
Number of retired or separated participants receiving benefits2015-01-0118,620
Number of other retired or separated participants entitled to future benefits2015-01-0111,793
Total of all active and inactive participants2015-01-0142,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012,308
Total participants2015-01-0144,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0150,986
Total number of active participants reported on line 7a of the Form 55002014-01-0113,150
Number of retired or separated participants receiving benefits2014-01-0117,976
Number of other retired or separated participants entitled to future benefits2014-01-0116,627
Total of all active and inactive participants2014-01-0147,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012,432
Total participants2014-01-0150,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0151,864
Total number of active participants reported on line 7a of the Form 55002013-01-0114,263
Number of retired or separated participants receiving benefits2013-01-0117,526
Number of other retired or separated participants entitled to future benefits2013-01-0117,016
Total of all active and inactive participants2013-01-0148,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012,181
Total participants2013-01-0150,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0145,567
Total number of active participants reported on line 7a of the Form 55002012-01-0112,006
Number of retired or separated participants receiving benefits2012-01-0115,578
Number of other retired or separated participants entitled to future benefits2012-01-0114,288
Total of all active and inactive participants2012-01-0141,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,927
Total participants2012-01-0143,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145,569
Total number of active participants reported on line 7a of the Form 55002011-01-0113,170
Number of retired or separated participants receiving benefits2011-01-0115,033
Number of other retired or separated participants entitled to future benefits2011-01-0114,605
Total of all active and inactive participants2011-01-0142,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,759
Total participants2011-01-0144,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01156
2009: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0146,694
Total number of active participants reported on line 7a of the Form 55002009-01-0116,534
Number of retired or separated participants receiving benefits2009-01-0114,336
Number of other retired or separated participants entitled to future benefits2009-01-0114,276
Total of all active and inactive participants2009-01-0145,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,152
Total participants2009-01-0146,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01283
2004: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-0139,234
Total number of active participants reported on line 7a of the Form 55002004-01-0118,762
Number of retired or separated participants receiving benefits2004-01-019,419
Number of other retired or separated participants entitled to future benefits2004-01-0110,337
Total of all active and inactive participants2004-01-0138,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-01609
Total participants2004-01-0139,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-01629
2003: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0138,050
Total number of active participants reported on line 7a of the Form 55002003-01-0118,830
Number of retired or separated participants receiving benefits2003-01-019,003
Number of other retired or separated participants entitled to future benefits2003-01-0110,654
Total of all active and inactive participants2003-01-0138,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-01747
Total participants2003-01-0139,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-011,284

Financial Data on BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$111,313,225
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,817,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,170,305
Total income from all sources (including contributions)2022-12-31$-1,211,781,193
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$271,526,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$258,933,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$4,148,681,721
Value of total assets at beginning of year2022-12-31$5,521,028,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,592,709
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,216,053
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$2,798,846
Liabilities. Value of operating payables at end of year2022-12-31$1,817,550
Liabilities. Value of operating payables at beginning of year2022-12-31$2,170,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,483,307,358
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,146,864,171
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,518,858,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,864,278
Value of interest in master investment trust accounts at end of year2022-12-31$4,148,681,721
Value of interest in master investment trust accounts at beginning of year2022-12-31$5,521,028,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$258,933,456
Contract administrator fees2022-12-31$2,713,532
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$189,433,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,170,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,712,143
Total income from all sources (including contributions)2021-12-31$195,374,066
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$244,804,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$232,023,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$5,521,028,609
Value of total assets at beginning of year2021-12-31$5,381,566,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,780,935
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$962,332
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$8,449,044
Administrative expenses (other) incurred2021-12-31$2,510,258
Liabilities. Value of operating payables at end of year2021-12-31$2,170,305
Liabilities. Value of operating payables at beginning of year2021-12-31$2,712,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-49,430,418
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,518,858,304
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,378,854,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$7,724,227
Value of interest in master investment trust accounts at end of year2021-12-31$5,521,028,609
Value of interest in master investment trust accounts at beginning of year2021-12-31$5,381,566,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$232,023,549
Contract administrator fees2021-12-31$1,584,118
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$9,031,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,712,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,631,619
Total income from all sources (including contributions)2020-12-31$850,414,112
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,087,307,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,070,277,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$31,000,000
Value of total assets at end of year2020-12-31$5,381,566,926
Value of total assets at beginning of year2020-12-31$5,609,348,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,030,584
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,762,863
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$3,615,257
Liabilities. Value of operating payables at end of year2020-12-31$2,712,143
Liabilities. Value of operating payables at beginning of year2020-12-31$2,631,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-236,893,530
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,378,854,783
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,606,716,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,837,790
Value of interest in master investment trust accounts at end of year2020-12-31$5,381,566,926
Value of interest in master investment trust accounts at beginning of year2020-12-31$5,561,748,393
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$772,807,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$31,000,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$47,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$297,469,233
Contract administrator fees2020-12-31$2,814,674
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,631,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,047,057
Total income from all sources (including contributions)2019-12-31$1,133,484,109
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$306,040,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$273,404,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$47,600,000
Value of total assets at end of year2019-12-31$5,609,348,393
Value of total assets at beginning of year2019-12-31$4,782,319,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,635,738
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,177,888
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$19,228,426
Liabilities. Value of operating payables at end of year2019-12-31$2,631,619
Liabilities. Value of operating payables at beginning of year2019-12-31$3,047,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$827,443,902
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,606,716,774
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,779,272,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,425,360
Value of interest in master investment trust accounts at end of year2019-12-31$5,561,748,393
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,782,319,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$47,600,000
Employer contributions (assets) at end of year2019-12-31$47,600,000
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$273,404,469
Contract administrator fees2019-12-31$2,804,064
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,047,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,944,338
Total income from all sources (including contributions)2018-12-31$-302,566,442
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$294,542,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$268,385,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$589
Value of total assets at end of year2018-12-31$4,782,319,929
Value of total assets at beginning of year2018-12-31$5,380,326,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,156,937
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$647,179
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$589
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$203,660
Other income not declared elsewhere2018-12-31$3,956,792
Administrative expenses (other) incurred2018-12-31$11,345,156
Liabilities. Value of operating payables at end of year2018-12-31$3,047,057
Liabilities. Value of operating payables at beginning of year2018-12-31$3,944,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-597,108,953
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,779,272,872
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,376,381,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$11,390,349
Value of interest in master investment trust accounts at end of year2018-12-31$4,782,319,929
Value of interest in master investment trust accounts at beginning of year2018-12-31$5,249,884,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$130,238,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$268,385,574
Contract administrator fees2018-12-31$2,774,253
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,944,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,595,175
Total income from all sources (including contributions)2017-12-31$845,899,070
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$287,212,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$258,342,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$130,241,763
Value of total assets at end of year2017-12-31$5,380,326,163
Value of total assets at beginning of year2017-12-31$4,821,290,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,870,540
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$943,995
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$203,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$734,029
Other income not declared elsewhere2017-12-31$203,660
Administrative expenses (other) incurred2017-12-31$13,664,778
Liabilities. Value of operating payables at end of year2017-12-31$3,944,338
Liabilities. Value of operating payables at beginning of year2017-12-31$3,595,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$558,686,385
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,376,381,825
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,817,695,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,448,156
Value of interest in master investment trust accounts at end of year2017-12-31$5,249,884,194
Value of interest in master investment trust accounts at beginning of year2017-12-31$4,752,606,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$130,238,309
Employer contributions (assets) at end of year2017-12-31$130,238,309
Employer contributions (assets) at beginning of year2017-12-31$67,949,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$258,342,145
Contract administrator fees2017-12-31$2,813,611
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31131673581
2016 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,595,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,439,395
Total income from all sources (including contributions)2016-12-31$499,699,213
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$283,828,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$251,998,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$67,949,932
Value of total assets at end of year2016-12-31$4,821,290,615
Value of total assets at beginning of year2016-12-31$4,606,264,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,830,169
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$777,890
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$306
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$734,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$415,867
Administrative expenses (other) incurred2016-12-31$16,109,668
Liabilities. Value of operating payables at end of year2016-12-31$3,595,175
Liabilities. Value of operating payables at beginning of year2016-12-31$4,439,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$215,870,582
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,817,695,440
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,601,824,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,757,856
Value of interest in master investment trust accounts at end of year2016-12-31$4,752,606,960
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,537,954,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$67,949,626
Employer contributions (assets) at end of year2016-12-31$67,949,626
Employer contributions (assets) at beginning of year2016-12-31$68,310,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$251,998,462
Contract administrator fees2016-12-31$3,184,755
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31131673581
2015 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,439,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,780,737
Total income from all sources (including contributions)2015-12-31$-2,416,180
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$368,140,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$339,617,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$68,314,594
Value of total assets at end of year2015-12-31$4,606,264,253
Value of total assets at beginning of year2015-12-31$4,976,162,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,523,181
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$858,483
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,594
Administrative expenses (other) incurred2015-12-31$10,671,402
Liabilities. Value of operating payables at end of year2015-12-31$4,439,395
Liabilities. Value of operating payables at beginning of year2015-12-31$3,780,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-370,556,483
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,601,824,858
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,972,381,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$12,612,120
Value of interest in master investment trust accounts at end of year2015-12-31$4,537,954,253
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,890,497,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$68,310,000
Employer contributions (assets) at end of year2015-12-31$68,310,000
Employer contributions (assets) at beginning of year2015-12-31$85,665,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$339,617,122
Contract administrator fees2015-12-31$4,381,176
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31131673581
2014 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,780,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,236,220
Total income from all sources (including contributions)2014-12-31$628,640,473
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$264,559,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$240,512,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$85,669,613
Value of total assets at end of year2014-12-31$4,976,162,078
Value of total assets at beginning of year2014-12-31$4,609,536,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,046,109
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$716,940
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,594
Administrative expenses (other) incurred2014-12-31$5,354,485
Liabilities. Value of operating payables at end of year2014-12-31$3,780,737
Liabilities. Value of operating payables at beginning of year2014-12-31$1,236,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$364,081,431
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,972,381,341
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,608,299,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,715,327
Value of interest in master investment trust accounts at end of year2014-12-31$4,890,497,059
Value of interest in master investment trust accounts at beginning of year2014-12-31$4,500,587,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$85,665,019
Employer contributions (assets) at end of year2014-12-31$85,665,019
Employer contributions (assets) at beginning of year2014-12-31$108,949,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$240,512,933
Contract administrator fees2014-12-31$4,259,357
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31131673581
2013 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,236,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,374,910
Total income from all sources (including contributions)2013-12-31$580,111,012
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$243,686,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$232,779,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$108,982,564
Value of total assets at end of year2013-12-31$4,609,536,130
Value of total assets at beginning of year2013-12-31$4,274,250,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,907,233
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$458,856
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,440
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,206,531
Administrative expenses (other) incurred2013-12-31$5,836,981
Liabilities. Value of operating payables at end of year2013-12-31$1,236,220
Liabilities. Value of operating payables at beginning of year2013-12-31$2,374,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$336,424,380
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,608,299,910
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,271,875,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$4,500,587,067
Value of interest in master investment trust accounts at beginning of year2013-12-31$4,139,222,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$108,949,063
Employer contributions (assets) at end of year2013-12-31$108,949,063
Employer contributions (assets) at beginning of year2013-12-31$133,821,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$232,779,399
Contract administrator fees2013-12-31$4,611,396
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31131673581
2012 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$408,258,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,374,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,535,514
Total income from all sources (including contributions)2012-12-31$1,068,531,360
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$202,537,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$192,463,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$542,084,499
Value of total assets at end of year2012-12-31$4,274,250,440
Value of total assets at beginning of year2012-12-31$3,398,412,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,073,390
Total interest from all sources2012-12-31$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 year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$3,426,126
Was this plan covered by a fidelity bond2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,363
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$408,258,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,206,531
Administrative expenses (other) incurred2012-12-31$5,867,139
Liabilities. Value of operating payables at end of year2012-12-31$2,374,910
Liabilities. Value of operating payables at beginning of year2012-12-31$1,535,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$865,994,277
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,271,875,530
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,396,876,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$251,915
Value of interest in master investment trust accounts at end of year2012-12-31$4,139,222,858
Value of interest in master investment trust accounts at beginning of year2012-12-31$3,282,034,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$133,821,051
Employer contributions (assets) at end of year2012-12-31$133,821,051
Employer contributions (assets) at beginning of year2012-12-31$116,377,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$192,463,693
Contract administrator fees2012-12-31$528,210
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31131673581
2011 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$13,614,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,535,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,518,256
Total income from all sources (including contributions)2011-12-31$238,934,119
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$188,200,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$182,471,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$116,395,525
Value of total assets at end of year2011-12-31$3,398,412,420
Value of total assets at beginning of year2011-12-31$3,334,046,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,729,260
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,202,548
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,953
Administrative expenses (other) incurred2011-12-31$1,333,547
Liabilities. Value of operating payables at end of year2011-12-31$1,535,514
Liabilities. Value of operating payables at beginning of year2011-12-31$1,518,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$50,733,672
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,396,876,906
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,332,528,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$3,282,034,848
Value of interest in master investment trust accounts at beginning of year2011-12-31$3,246,925,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$116,377,572
Employer contributions (assets) at end of year2011-12-31$116,377,572
Employer contributions (assets) at beginning of year2011-12-31$87,120,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$182,471,187
Contract administrator fees2011-12-31$3,193,165
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31131673581
2010 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,518,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,415,495
Total income from all sources (including contributions)2010-12-31$508,041,244
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$177,739,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$168,652,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$87,142,430
Value of total assets at end of year2010-12-31$3,334,046,531
Value of total assets at beginning of year2010-12-31$3,004,641,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,086,708
Total interest from all sources2010-12-31$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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,035,513
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,751
Administrative expenses (other) incurred2010-12-31$4,444,074
Liabilities. Value of operating payables at end of year2010-12-31$1,518,256
Liabilities. Value of operating payables at beginning of year2010-12-31$2,415,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$330,302,061
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,332,528,275
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,002,226,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$3,246,925,852
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,916,965,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$87,120,679
Employer contributions (assets) at end of year2010-12-31$87,120,679
Employer contributions (assets) at beginning of year2010-12-31$87,676,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$168,652,475
Contract administrator fees2010-12-31$3,607,121
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31131673581
2009 : BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN

2022: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2004: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entityMulitple employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: BAE SYSTEMS EMPLOYEES' RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entityMulitple employer plan
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes

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