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LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM 401k Plan overview

Plan NameLOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM
Plan identification number 001

LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • 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

LOCKHEED MARTIN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:LOCKHEED MARTIN CORPORATION
Employer identification number (EIN):521893632
NAIC Classification:339900

Additional information about LOCKHEED MARTIN CORPORATION

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D03964756

More information about LOCKHEED MARTIN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ROBERT MUENINGHOFF
0012016-01-01ROBERT MUENINGHOFF
0012015-01-01ROBERT MUENINGHOFF
0012014-01-01DONALD REMSCH DONALD REMSCH2015-10-14
0012013-01-01DONALD REMSCH DONALD REMSCH2014-10-14
0012012-01-01DONALD REMSCH DONALD REMSCH2013-10-13
0012010-01-01DONALD REMSCH DONALD REMSCH2011-10-14
0012009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-14

Plan Statistics for LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM

401k plan membership statisitcs for LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01188,496
Total number of active participants reported on line 7a of the Form 55002017-01-0130,733
Number of retired or separated participants receiving benefits2017-01-0190,829
Number of other retired or separated participants entitled to future benefits2017-01-0146,167
Total of all active and inactive participants2017-01-01167,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116,506
Total participants2017-01-01184,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016
Total participants, beginning-of-year2016-01-01192,142
Total number of active participants reported on line 7a of the Form 55002016-01-0133,175
Number of retired or separated participants receiving benefits2016-01-0190,929
Number of other retired or separated participants entitled to future benefits2016-01-0148,044
Total of all active and inactive participants2016-01-01172,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116,348
Total participants2016-01-01188,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015
Total participants, beginning-of-year2015-01-01195,072
Total number of active participants reported on line 7a of the Form 55002015-01-0139,768
Number of retired or separated participants receiving benefits2015-01-0188,942
Number of other retired or separated participants entitled to future benefits2015-01-0147,315
Total of all active and inactive participants2015-01-01176,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116,117
Total participants2015-01-01192,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014
Total participants, beginning-of-year2014-01-01204,999
Total number of active participants reported on line 7a of the Form 55002014-01-0143,304
Number of retired or separated participants receiving benefits2014-01-0188,689
Number of other retired or separated participants entitled to future benefits2014-01-0147,405
Total of all active and inactive participants2014-01-01179,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115,674
Total participants2014-01-01195,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013
Total participants, beginning-of-year2013-01-01211,210
Total number of active participants reported on line 7a of the Form 55002013-01-0146,589
Number of retired or separated participants receiving benefits2013-01-0188,032
Number of other retired or separated participants entitled to future benefits2013-01-0155,024
Total of all active and inactive participants2013-01-01189,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115,354
Total participants2013-01-01204,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012
Total participants, beginning-of-year2012-01-01223,337
Total number of active participants reported on line 7a of the Form 55002012-01-0150,815
Number of retired or separated participants receiving benefits2012-01-0186,851
Number of other retired or separated participants entitled to future benefits2012-01-0158,508
Total of all active and inactive participants2012-01-01196,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115,036
Total participants2012-01-01211,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2010
Total participants, beginning-of-year2010-01-01230,939
Total number of active participants reported on line 7a of the Form 55002010-01-0159,902
Number of retired or separated participants receiving benefits2010-01-0183,635
Number of other retired or separated participants entitled to future benefits2010-01-0168,628
Total of all active and inactive participants2010-01-01212,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0114,383
Total participants2010-01-01226,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0123
2009
Total participants, beginning-of-year2009-01-01234,160
Total number of active participants reported on line 7a of the Form 55002009-01-0166,104
Number of retired or separated participants receiving benefits2009-01-0182,305
Number of other retired or separated participants entitled to future benefits2009-01-0168,580
Total of all active and inactive participants2009-01-01216,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113,950
Total participants2009-01-01230,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01183

Financial Data on LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM

Measure Date Value
2018
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$21,981,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,640,974
Total income from all sources (including contributions)2018-12-31$-1,602,017,590
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,816,419,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,794,438,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$75,098,303
Value of total assets at end of year2018-12-31$27,023,101,209
Value of total assets at beginning of year2018-12-31$32,442,197,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,981,309
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$250,506
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
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-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$594,532
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$75,098,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$21,221,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$253,583
Liabilities. Value of operating payables at end of year2018-12-31$21,981,309
Liabilities. Value of operating payables at beginning of year2018-12-31$22,640,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,418,436,933
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,001,119,900
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,419,556,833
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$20,298,011
Value of interest in master investment trust accounts at end of year2018-12-31$27,001,880,109
Value of interest in master investment trust accounts at beginning of year2018-12-31$28,050,194,224
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,820,858,227
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$4,391,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,973,579,807
Contract administrator fees2018-12-31$1,432,792
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 name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$660,495
Total transfer of assets from this plan2017-12-31$2,435,829
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,640,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,755,522
Total income from all sources (including contributions)2017-12-31$7,558,926,504
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,871,838,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,849,197,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,473,136,291
Value of total assets at end of year2017-12-31$32,442,197,807
Value of total assets at beginning of year2017-12-31$26,755,999,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,640,974
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$207,121
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
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-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$594,532
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$81,386,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$253,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$278,677
Liabilities. Value of operating payables at end of year2017-12-31$22,640,974
Liabilities. Value of operating payables at beginning of year2017-12-31$21,755,522
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$5,687,087,768
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,419,556,833
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,734,244,399
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$20,511,142
Value of interest in master investment trust accounts at end of year2017-12-31$28,050,194,224
Value of interest in master investment trust accounts at beginning of year2017-12-31$26,755,721,244
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$4,391,750,000
Employer contributions (assets) at end of year2017-12-31$4,391,750,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,849,197,762
Contract administrator fees2017-12-31$1,922,711
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 name2017-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-31132781641
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$162,195
Total transfer of assets from this plan2016-12-31$1,201,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,755,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,239,355
Total income from all sources (including contributions)2016-12-31$1,350,186,968
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,784,370,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,762,615,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$88,208,091
Value of total assets at end of year2016-12-31$26,755,999,921
Value of total assets at beginning of year2016-12-31$27,188,706,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,755,522
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$214,614
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$88,208,091
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$278,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$289,649
Liabilities. Value of operating payables at end of year2016-12-31$21,755,522
Liabilities. Value of operating payables at beginning of year2016-12-31$19,239,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-434,183,779
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,734,244,399
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,169,467,037
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$19,892,747
Value of interest in master investment trust accounts at end of year2016-12-31$26,755,721,244
Value of interest in master investment trust accounts at beginning of year2016-12-31$27,188,416,743
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,762,615,225
Contract administrator fees2016-12-31$1,648,161
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 name2016-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2016-12-31132781641
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$392,876
Total transfer of assets from this plan2015-12-31$203,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,239,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,611,566
Total income from all sources (including contributions)2015-12-31$-311,961,421
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,685,628,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,666,388,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$133,829,978
Value of total assets at end of year2015-12-31$27,188,706,392
Value of total assets at beginning of year2015-12-31$29,190,479,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,239,355
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$233,537
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$133,829,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$289,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$19,239,355
Liabilities. Value of operating payables at beginning of year2015-12-31$23,611,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,997,589,475
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,169,467,037
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,166,867,596
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$16,854,792
Value of interest in master investment trust accounts at end of year2015-12-31$27,188,416,743
Value of interest in master investment trust accounts at beginning of year2015-12-31$29,190,479,162
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,666,388,699
Contract administrator fees2015-12-31$2,151,026
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 name2015-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2015-12-31132781641
2014
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$176,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,611,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,940,319
Total income from all sources (including contributions)2014-12-31$2,696,801,332
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,962,137,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,938,525,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$985,000,002
Value of total assets at end of year2014-12-31$29,190,479,162
Value of total assets at beginning of year2014-12-31$28,448,320,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,611,566
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$374,078
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,000,002
Liabilities. Value of operating payables at end of year2014-12-31$23,611,566
Liabilities. Value of operating payables at beginning of year2014-12-31$15,940,319
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$734,664,065
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,166,867,596
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,432,379,886
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$20,029,129
Value of interest in master investment trust accounts at end of year2014-12-31$29,190,479,162
Value of interest in master investment trust accounts at beginning of year2014-12-31$27,594,320,205
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$950,000,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$854,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,938,525,701
Contract administrator fees2014-12-31$3,208,359
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 name2014-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2014-12-31132781641
2013
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$110,869
Total transfer of assets from this plan2013-12-31$72,964,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,940,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$83,353,489
Total income from all sources (including contributions)2013-12-31$3,071,052,958
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,699,501,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,683,561,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,417,000,000
Value of total assets at end of year2013-12-31$28,448,320,205
Value of total assets at beginning of year2013-12-31$27,217,035,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,940,319
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$261,246
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$67,743,000
Administrative expenses (other) incurred2013-12-31$7,558,791
Liabilities. Value of operating payables at end of year2013-12-31$15,940,319
Liabilities. Value of operating payables at beginning of year2013-12-31$15,610,489
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$1,371,551,061
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,432,379,886
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,133,682,186
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
Investment advisory and management fees2013-12-31$8,120,282
Value of interest in master investment trust accounts at end of year2013-12-31$27,594,320,205
Value of interest in master investment trust accounts at beginning of year2013-12-31$25,973,035,675
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$1,417,000,000
Employer contributions (assets) at end of year2013-12-31$854,000,000
Employer contributions (assets) at beginning of year2013-12-31$1,244,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,683,561,578
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 name2013-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2013-12-31132781641
2012
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$83,468
Total transfer of assets from this plan2012-12-31$2,465,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$83,353,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$77,902,927
Total income from all sources (including contributions)2012-12-31$4,951,393,291
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,790,567,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,774,957,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,127,000,000
Value of total assets at end of year2012-12-31$27,217,035,675
Value of total assets at beginning of year2012-12-31$24,053,141,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,610,489
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
Administrative expenses professional fees incurred2012-12-31$278,407
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$67,743,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$62,841,000
Administrative expenses (other) incurred2012-12-31$8,003,639
Liabilities. Value of operating payables at end of year2012-12-31$15,610,489
Liabilities. Value of operating payables at beginning of year2012-12-31$15,061,927
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$3,160,825,662
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,133,682,186
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,975,238,373
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$7,328,443
Value of interest in master investment trust accounts at end of year2012-12-31$25,973,035,675
Value of interest in master investment trust accounts at beginning of year2012-12-31$23,128,492,732
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$3,127,000,000
Employer contributions (assets) at end of year2012-12-31$1,244,000,000
Employer contributions (assets) at beginning of year2012-12-31$924,648,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,774,957,140
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 appraiser2012-12-31No
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 name2012-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2012-12-31132781641
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$77,902,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$80,902,379
Total income from all sources (including contributions)2011-12-31$2,782,342,751
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,397,690,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,382,628,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,759,229,211
Value of total assets at end of year2011-12-31$24,053,141,300
Value of total assets at beginning of year2011-12-31$22,671,488,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,061,927
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$208,523
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$62,841,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$48,200,000
Administrative expenses (other) incurred2011-12-31$5,770,661
Liabilities. Value of operating payables at end of year2011-12-31$15,061,927
Liabilities. Value of operating payables at beginning of year2011-12-31$32,702,379
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$1,384,652,666
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,975,238,373
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,590,585,707
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$9,082,743
Value of interest in master investment trust accounts at end of year2011-12-31$23,128,492,732
Value of interest in master investment trust accounts at beginning of year2011-12-31$21,483,488,086
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$1,759,229,211
Employer contributions (assets) at end of year2011-12-31$924,648,568
Employer contributions (assets) at beginning of year2011-12-31$1,188,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,382,628,158
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 name2011-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2011-12-31132781641
2010
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$80,902,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,429,465
Total income from all sources (including contributions)2010-12-31$4,011,753,566
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,329,475,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,296,773,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,818,500,000
Value of total assets at end of year2010-12-31$22,671,488,086
Value of total assets at beginning of year2010-12-31$19,948,737,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,702,379
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$303,408
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$48,200,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$23,381,807
Liabilities. Value of operating payables at end of year2010-12-31$32,702,379
Liabilities. Value of operating payables at beginning of year2010-12-31$40,429,465
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$2,682,277,940
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,590,585,707
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,908,307,767
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$9,017,164
Value of interest in master investment trust accounts at end of year2010-12-31$21,483,488,086
Value of interest in master investment trust accounts at beginning of year2010-12-31$18,958,487,232
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$1,818,500,000
Employer contributions (assets) at end of year2010-12-31$1,188,000,000
Employer contributions (assets) at beginning of year2010-12-31$990,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,296,773,247
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 name2010-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2010-12-31132781641
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses

2017
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
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
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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
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
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
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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
2010
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009
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

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