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LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES 401k Plan overview

Plan NameLOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES
Plan identification number 002

LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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 RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-12-25ROBERT MUENINGHOFF
0022014-12-25ROBERT MUENINGHOFF
0022013-12-25DONALD REMSCH DONALD REMSCH2015-10-13
0022012-12-25DONALD REMSCH DONALD REMSCH2014-10-12
0022009-12-25DONALD REMSCH DONALD REMSCH2011-10-14
0022008-12-25DONALD REMSCH DONALD REMSCH2011-11-22
0022008-12-25

Plan Statistics for LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

401k plan membership statisitcs for LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

Measure Date Value
2015
Total participants, beginning-of-year2015-12-2557,030
Total number of active participants reported on line 7a of the Form 55002015-12-256,549
Number of retired or separated participants receiving benefits2015-12-2530,025
Number of other retired or separated participants entitled to future benefits2015-12-2511,524
Total of all active and inactive participants2015-12-2548,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-257,401
Total participants2015-12-2555,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-254
2014
Total participants, beginning-of-year2014-12-2558,671
Total number of active participants reported on line 7a of the Form 55002014-12-257,098
Number of retired or separated participants receiving benefits2014-12-2530,185
Number of other retired or separated participants entitled to future benefits2014-12-2512,436
Total of all active and inactive participants2014-12-2549,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-257,311
Total participants2014-12-2557,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-2553
2013
Total participants, beginning-of-year2013-12-2564,513
Total number of active participants reported on line 7a of the Form 55002013-12-257,571
Number of retired or separated participants receiving benefits2013-12-2530,646
Number of other retired or separated participants entitled to future benefits2013-12-2513,202
Total of all active and inactive participants2013-12-2551,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-257,252
Total participants2013-12-2558,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-2586
2012
Total participants, beginning-of-year2012-12-2566,147
Total number of active participants reported on line 7a of the Form 55002012-12-258,519
Number of retired or separated participants receiving benefits2012-12-2530,544
Number of other retired or separated participants entitled to future benefits2012-12-2518,283
Total of all active and inactive participants2012-12-2557,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-257,167
Total participants2012-12-2564,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-25138
2009
Total participants, beginning-of-year2009-12-2569,924
Total number of active participants reported on line 7a of the Form 55002009-12-2511,016
Number of retired or separated participants receiving benefits2009-12-2530,674
Number of other retired or separated participants entitled to future benefits2009-12-2521,500
Total of all active and inactive participants2009-12-2563,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-256,706
Total participants2009-12-2569,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-25151
2008
Total participants, beginning-of-year2008-12-2570,479
Total number of active participants reported on line 7a of the Form 55002008-12-2510,579
Number of retired or separated participants receiving benefits2008-12-2530,960
Number of other retired or separated participants entitled to future benefits2008-12-2521,832
Total of all active and inactive participants2008-12-2563,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-12-256,553
Total participants2008-12-2569,924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-12-25146

Financial Data on LOCKHEED MARTIN RETIREMENT PLAN FOR CERTAIN HOURLY EMPLOYEES

Measure Date Value
2017
Total unrealized appreciation/depreciation of assets2017-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-24$3,401,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-24$3,355,687
Total income from all sources (including contributions)2017-12-24$772,469,804
Total loss/gain on sale of assets2017-12-24$0
Total of all expenses incurred2017-12-24$275,816,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-24$272,415,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-24$330,000,000
Value of total assets at end of year2017-12-24$4,306,793,463
Value of total assets at beginning of year2017-12-24$3,810,094,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-24$3,401,818
Total interest from all sources2017-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-24No
Administrative expenses professional fees incurred2017-12-24$24,045
Was this plan covered by a fidelity bond2017-12-24Yes
Value of fidelity bond cover2017-12-24$100,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-24Yes
Amount of non-exempt transactions with any party-in-interest2017-12-24$163,482
Liabilities. Value of operating payables at end of year2017-12-24$3,401,818
Liabilities. Value of operating payables at beginning of year2017-12-24$3,355,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-24No
Value of net income/loss2017-12-24$496,652,932
Value of net assets at end of year (total assets less liabilities)2017-12-24$4,303,391,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-24$3,806,738,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-24No
Were any leases to which the plan was party in default or uncollectible2017-12-24No
Investment advisory and management fees2017-12-24$2,907,951
Value of interest in master investment trust accounts at end of year2017-12-24$3,976,793,463
Value of interest in master investment trust accounts at beginning of year2017-12-24$3,810,094,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-24No
Was there a failure to transmit to the plan any participant contributions2017-12-24No
Has the plan failed to provide any benefit when due under the plan2017-12-24No
Contributions received in cash from employer2017-12-24$330,000,000
Employer contributions (assets) at end of year2017-12-24$330,000,000
Employer contributions (assets) at beginning of year2017-12-24$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-24$272,415,054
Contract administrator fees2017-12-24$469,822
Did the plan have assets held for investment2017-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-24Yes
Opinion of an independent qualified public accountant for this plan2017-12-24Disclaimer
Accountancy firm name2017-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-24132781641
2016
Total unrealized appreciation/depreciation of assets2016-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-24$3,355,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-24$3,070,687
Total income from all sources (including contributions)2016-12-24$178,230,797
Total loss/gain on sale of assets2016-12-24$0
Total of all expenses incurred2016-12-24$272,846,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-24$269,491,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-24$0
Value of total assets at end of year2016-12-24$3,810,094,400
Value of total assets at beginning of year2016-12-24$3,904,425,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-24$3,355,687
Total interest from all sources2016-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-24No
Administrative expenses professional fees incurred2016-12-24$23,691
Was this plan covered by a fidelity bond2016-12-24Yes
Value of fidelity bond cover2016-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-24$0
Were there any nonexempt tranactions with any party-in-interest2016-12-24No
Liabilities. Value of operating payables at end of year2016-12-24$3,355,687
Liabilities. Value of operating payables at beginning of year2016-12-24$3,070,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-24No
Value of net income/loss2016-12-24$-94,615,939
Value of net assets at end of year (total assets less liabilities)2016-12-24$3,806,738,713
Value of net assets at beginning of year (total assets less liabilities)2016-12-24$3,901,354,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-24No
Were any leases to which the plan was party in default or uncollectible2016-12-24No
Investment advisory and management fees2016-12-24$499,209
Value of interest in master investment trust accounts at end of year2016-12-24$3,810,094,400
Value of interest in master investment trust accounts at beginning of year2016-12-24$3,904,425,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-24No
Was there a failure to transmit to the plan any participant contributions2016-12-24No
Has the plan failed to provide any benefit when due under the plan2016-12-24No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-24$269,491,049
Contract administrator fees2016-12-24$2,832,787
Did the plan have assets held for investment2016-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-24Yes
Opinion of an independent qualified public accountant for this plan2016-12-24Disclaimer
Accountancy firm name2016-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2016-12-24132781641
2015
Total unrealized appreciation/depreciation of assets2015-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-24$3,070,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-24$3,859,849
Total income from all sources (including contributions)2015-12-24$-58,017,166
Total loss/gain on sale of assets2015-12-24$0
Total of all expenses incurred2015-12-24$268,987,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-24$265,916,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-24$0
Value of total assets at end of year2015-12-24$3,904,425,339
Value of total assets at beginning of year2015-12-24$4,232,218,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-24$3,070,687
Total interest from all sources2015-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-24No
Administrative expenses professional fees incurred2015-12-24$23,691
Was this plan covered by a fidelity bond2015-12-24Yes
Value of fidelity bond cover2015-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-24$0
Were there any nonexempt tranactions with any party-in-interest2015-12-24No
Liabilities. Value of operating payables at end of year2015-12-24$3,070,687
Liabilities. Value of operating payables at beginning of year2015-12-24$3,859,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-24No
Value of net income/loss2015-12-24$-327,004,210
Value of net assets at end of year (total assets less liabilities)2015-12-24$3,901,354,652
Value of net assets at beginning of year (total assets less liabilities)2015-12-24$4,228,358,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-24No
Were any leases to which the plan was party in default or uncollectible2015-12-24No
Investment advisory and management fees2015-12-24$2,420,453
Value of interest in master investment trust accounts at end of year2015-12-24$3,904,425,339
Value of interest in master investment trust accounts at beginning of year2015-12-24$4,232,218,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-24No
Was there a failure to transmit to the plan any participant contributions2015-12-24No
Has the plan failed to provide any benefit when due under the plan2015-12-24No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-24$265,916,357
Contract administrator fees2015-12-24$626,543
Did the plan have assets held for investment2015-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-24Yes
Opinion of an independent qualified public accountant for this plan2015-12-24Disclaimer
Accountancy firm name2015-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2015-12-24132781641
2014
Total unrealized appreciation/depreciation of assets2014-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-24$3,859,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-24$2,612,379
Total income from all sources (including contributions)2014-12-24$293,873,445
Total loss/gain on sale of assets2014-12-24$0
Total of all expenses incurred2014-12-24$358,929,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-24$355,069,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-24$30,000,000
Value of total assets at end of year2014-12-24$4,232,218,711
Value of total assets at beginning of year2014-12-24$4,296,026,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-24$3,859,849
Total interest from all sources2014-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-24No
Administrative expenses professional fees incurred2014-12-24$57,627
Was this plan covered by a fidelity bond2014-12-24Yes
Value of fidelity bond cover2014-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-24$0
Were there any nonexempt tranactions with any party-in-interest2014-12-24No
Liabilities. Value of operating payables at end of year2014-12-24$3,859,849
Liabilities. Value of operating payables at beginning of year2014-12-24$2,612,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-24No
Value of net income/loss2014-12-24$-65,055,654
Value of net assets at end of year (total assets less liabilities)2014-12-24$4,228,358,862
Value of net assets at beginning of year (total assets less liabilities)2014-12-24$4,293,414,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-24No
Were any leases to which the plan was party in default or uncollectible2014-12-24No
Investment advisory and management fees2014-12-24$2,985,684
Value of interest in master investment trust accounts at end of year2014-12-24$4,232,218,711
Value of interest in master investment trust accounts at beginning of year2014-12-24$4,210,026,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-24No
Was there a failure to transmit to the plan any participant contributions2014-12-24No
Has the plan failed to provide any benefit when due under the plan2014-12-24No
Contributions received in cash from employer2014-12-24$30,000,000
Employer contributions (assets) at end of year2014-12-24$0
Employer contributions (assets) at beginning of year2014-12-24$86,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-24$355,069,250
Contract administrator fees2014-12-24$816,538
Did the plan have assets held for investment2014-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-24Yes
Opinion of an independent qualified public accountant for this plan2014-12-24Disclaimer
Accountancy firm name2014-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2014-12-24132781641
2013
Total unrealized appreciation/depreciation of assets2013-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-24$2,612,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-24$2,849,488
Total income from all sources (including contributions)2013-12-24$493,237,269
Total loss/gain on sale of assets2013-12-24$0
Total of all expenses incurred2013-12-24$249,936,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-24$247,324,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-24$256,000,000
Value of total assets at end of year2013-12-24$4,296,026,895
Value of total assets at beginning of year2013-12-24$4,052,963,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-24$2,612,379
Total interest from all sources2013-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-24No
Administrative expenses professional fees incurred2013-12-24$23,157
Was this plan covered by a fidelity bond2013-12-24Yes
Value of fidelity bond cover2013-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-24$0
Were there any nonexempt tranactions with any party-in-interest2013-12-24No
Administrative expenses (other) incurred2013-12-24$1,317,227
Liabilities. Value of operating payables at end of year2013-12-24$2,612,379
Liabilities. Value of operating payables at beginning of year2013-12-24$2,849,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-24No
Value of net income/loss2013-12-24$243,300,384
Value of net assets at end of year (total assets less liabilities)2013-12-24$4,293,414,516
Value of net assets at beginning of year (total assets less liabilities)2013-12-24$4,050,114,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-24No
Were any leases to which the plan was party in default or uncollectible2013-12-24No
Investment advisory and management fees2013-12-24$1,271,995
Value of interest in master investment trust accounts at end of year2013-12-24$4,210,026,895
Value of interest in master investment trust accounts at beginning of year2013-12-24$3,852,963,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-24No
Was there a failure to transmit to the plan any participant contributions2013-12-24No
Has the plan failed to provide any benefit when due under the plan2013-12-24No
Contributions received in cash from employer2013-12-24$256,000,000
Employer contributions (assets) at end of year2013-12-24$86,000,000
Employer contributions (assets) at beginning of year2013-12-24$200,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-24$247,324,506
Did the plan have assets held for investment2013-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-24Yes
Opinion of an independent qualified public accountant for this plan2013-12-24Disclaimer
Accountancy firm name2013-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2013-12-24132781641
2012
Total unrealized appreciation/depreciation of assets2012-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-24$2,849,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-24$2,759,137
Total income from all sources (including contributions)2012-12-24$890,904,649
Total loss/gain on sale of assets2012-12-24$0
Total of all expenses incurred2012-12-24$235,417,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-24$232,567,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-24$635,000,000
Value of total assets at end of year2012-12-24$4,052,963,620
Value of total assets at beginning of year2012-12-24$3,397,386,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-24$2,849,488
Total interest from all sources2012-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-24No
Administrative expenses professional fees incurred2012-12-24$22,815
Was this plan covered by a fidelity bond2012-12-24Yes
Value of fidelity bond cover2012-12-24$100,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-24No
Administrative expenses (other) incurred2012-12-24$1,710,502
Liabilities. Value of operating payables at end of year2012-12-24$2,849,488
Liabilities. Value of operating payables at beginning of year2012-12-24$2,759,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-24No
Value of net income/loss2012-12-24$655,487,249
Value of net assets at end of year (total assets less liabilities)2012-12-24$4,050,114,132
Value of net assets at beginning of year (total assets less liabilities)2012-12-24$3,394,626,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-24No
Were any leases to which the plan was party in default or uncollectible2012-12-24No
Investment advisory and management fees2012-12-24$1,116,171
Value of interest in master investment trust accounts at end of year2012-12-24$3,852,963,620
Value of interest in master investment trust accounts at beginning of year2012-12-24$3,255,799,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-24No
Was there a failure to transmit to the plan any participant contributions2012-12-24No
Has the plan failed to provide any benefit when due under the plan2012-12-24No
Contributions received in cash from employer2012-12-24$635,000,000
Employer contributions (assets) at end of year2012-12-24$200,000,000
Employer contributions (assets) at beginning of year2012-12-24$141,586,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-24$232,567,912
Did the plan have assets held for investment2012-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-24Yes
Opinion of an independent qualified public accountant for this plan2012-12-24Disclaimer
Accountancy firm name2012-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2012-12-24132781641
2011
Total unrealized appreciation/depreciation of assets2011-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-24$2,759,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-24$5,993,517
Total income from all sources (including contributions)2011-12-24$424,507,447
Total loss/gain on sale of assets2011-12-24$0
Total of all expenses incurred2011-12-24$224,641,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-24$221,881,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-24$276,528,918
Value of total assets at end of year2011-12-24$3,397,386,020
Value of total assets at beginning of year2011-12-24$3,200,753,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-24$2,759,137
Total interest from all sources2011-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-24No
Administrative expenses professional fees incurred2011-12-24$22,215
Was this plan covered by a fidelity bond2011-12-24Yes
Value of fidelity bond cover2011-12-24$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-24$0
Were there any nonexempt tranactions with any party-in-interest2011-12-24No
Administrative expenses (other) incurred2011-12-24$1,458,344
Liabilities. Value of operating payables at end of year2011-12-24$2,759,137
Liabilities. Value of operating payables at beginning of year2011-12-24$5,993,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-24No
Value of net income/loss2011-12-24$199,866,433
Value of net assets at end of year (total assets less liabilities)2011-12-24$3,394,626,883
Value of net assets at beginning of year (total assets less liabilities)2011-12-24$3,194,760,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-24No
Were any leases to which the plan was party in default or uncollectible2011-12-24No
Investment advisory and management fees2011-12-24$1,278,578
Value of interest in master investment trust accounts at end of year2011-12-24$3,255,799,495
Value of interest in master investment trust accounts at beginning of year2011-12-24$3,157,882,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-24No
Was there a failure to transmit to the plan any participant contributions2011-12-24No
Has the plan failed to provide any benefit when due under the plan2011-12-24No
Contributions received in cash from employer2011-12-24$276,528,918
Employer contributions (assets) at end of year2011-12-24$141,586,525
Employer contributions (assets) at beginning of year2011-12-24$42,871,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-24$221,881,877
Did the plan have assets held for investment2011-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-24Yes
Opinion of an independent qualified public accountant for this plan2011-12-24Disclaimer
Accountancy firm name2011-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2011-12-24132781641
2010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-24$0
2009
Total unrealized appreciation/depreciation of assets2009-12-24$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-24$5,542,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-24$6,442,443
Total income from all sources (including contributions)2009-12-24$955,813,545
Total loss/gain on sale of assets2009-12-24$0
Total of all expenses incurred2009-12-24$215,867,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-24$210,324,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-24$530,000,000
Value of total assets at end of year2009-12-24$2,856,595,732
Value of total assets at beginning of year2009-12-24$2,117,549,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-24$5,542,573
Total interest from all sources2009-12-24$0
Total dividends received (eg from common stock, registered investment company shares)2009-12-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-24No
Administrative expenses professional fees incurred2009-12-24$28,840
Was this plan covered by a fidelity bond2009-12-24Yes
Value of fidelity bond cover2009-12-24$100,000,000
Were there any nonexempt tranactions with any party-in-interest2009-12-24No
Administrative expenses (other) incurred2009-12-24$1,555,592
Liabilities. Value of operating payables at end of year2009-12-24$5,542,573
Liabilities. Value of operating payables at beginning of year2009-12-24$6,442,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-24No
Value of net income/loss2009-12-24$739,946,038
Value of net assets at end of year (total assets less liabilities)2009-12-24$2,851,053,159
Value of net assets at beginning of year (total assets less liabilities)2009-12-24$2,111,107,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-24No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-24No
Were any leases to which the plan was party in default or uncollectible2009-12-24No
Investment advisory and management fees2009-12-24$3,958,141
Value of interest in master investment trust accounts at end of year2009-12-24$2,546,595,732
Value of interest in master investment trust accounts at beginning of year2009-12-24$2,117,549,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-24No
Was there a failure to transmit to the plan any participant contributions2009-12-24No
Has the plan failed to provide any benefit when due under the plan2009-12-24No
Contributions received in cash from employer2009-12-24$530,000,000
Employer contributions (assets) at end of year2009-12-24$310,000,000
Employer contributions (assets) at beginning of year2009-12-24$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-24$210,324,934
Did the plan have assets held for investment2009-12-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-24No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-24No
Opinion of an independent qualified public accountant for this plan2009-12-24Unqualified
Accountancy firm name2009-12-24MITCHELL & TITUS, LLP
Accountancy firm EIN2009-12-24132781641

Form 5500 Responses

2015
2015-12-25Type of plan entitySingle employer plan
2015-12-25Submission has been amendedNo
2015-12-25This submission is the final filingNo
2015-12-25This return/report is a short plan year return/report (less than 12 months)No
2015-12-25Plan is a collectively bargained planYes
2015-12-25Plan funding arrangement – TrustYes
2015-12-25Plan benefit arrangement - TrustYes
2014
2014-12-25Type of plan entitySingle employer plan
2014-12-25Submission has been amendedNo
2014-12-25This submission is the final filingNo
2014-12-25This return/report is a short plan year return/report (less than 12 months)No
2014-12-25Plan is a collectively bargained planYes
2014-12-25Plan funding arrangement – TrustYes
2014-12-25Plan benefit arrangement - TrustYes
2013
2013-12-25Type of plan entitySingle employer plan
2013-12-25Submission has been amendedNo
2013-12-25This submission is the final filingNo
2013-12-25This return/report is a short plan year return/report (less than 12 months)No
2013-12-25Plan is a collectively bargained planYes
2013-12-25Plan funding arrangement – TrustYes
2013-12-25Plan benefit arrangement - TrustYes
2012
2012-12-25Type of plan entitySingle employer plan
2012-12-25Submission has been amendedNo
2012-12-25This submission is the final filingNo
2012-12-25This return/report is a short plan year return/report (less than 12 months)No
2012-12-25Plan is a collectively bargained planYes
2012-12-25Plan funding arrangement – TrustYes
2012-12-25Plan benefit arrangement - TrustYes
2009
2009-12-25Type of plan entitySingle employer plan
2009-12-25Submission has been amendedNo
2009-12-25This submission is the final filingNo
2009-12-25This return/report is a short plan year return/report (less than 12 months)No
2009-12-25Plan is a collectively bargained planYes
2009-12-25Plan funding arrangement – TrustYes
2009-12-25Plan benefit arrangement - TrustYes
2008
2008-12-25Type of plan entitySingle employer plan
2008-12-25Submission has been amendedYes
2008-12-25This submission is the final filingNo
2008-12-25This return/report is a short plan year return/report (less than 12 months)No
2008-12-25Plan is a collectively bargained planYes
2008-12-25Plan funding arrangement – TrustYes
2008-12-25Plan benefit arrangement - TrustYes

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