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LOCKHEED MARTIN AEROSPACE PENSION PLAN FOR EMPLOYEES IN THE BARGAINING UNIT 401k Plan overview

Plan NameLOCKHEED MARTIN AEROSPACE PENSION PLAN FOR EMPLOYEES IN THE BARGAINING UNIT
Plan identification number 006

LOCKHEED MARTIN AEROSPACE PENSION PLAN FOR EMPLOYEES IN THE BARGAINING UNIT 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 AEROSPACE PENSION PLAN FOR EMPLOYEES IN THE BARGAINING UNIT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062017-01-01ROBERT MUENINGHOFF
0062016-01-01ROBERT MUENINGHOFF
0062015-01-01ROBERT MUENINGHOFF
0062014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
0062013-01-01DONALD REMSCH DONALD REMSCH2014-10-13
0062012-01-01DONALD REMSCH DONALD REMSCH2013-10-11
0062009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12

Plan Statistics for LOCKHEED MARTIN AEROSPACE PENSION PLAN FOR EMPLOYEES IN THE BARGAINING UNIT

401k plan membership statisitcs for LOCKHEED MARTIN AEROSPACE PENSION PLAN FOR EMPLOYEES IN THE BARGAINING UNIT

Measure Date Value
2017
Total participants, beginning-of-year2017-01-013,836
Total number of active participants reported on line 7a of the Form 55002017-01-01296
Number of retired or separated participants receiving benefits2017-01-011,880
Number of other retired or separated participants entitled to future benefits2017-01-01926
Total of all active and inactive participants2017-01-013,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01593
Total participants2017-01-013,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-013,960
Total number of active participants reported on line 7a of the Form 55002016-01-01348
Number of retired or separated participants receiving benefits2016-01-011,905
Number of other retired or separated participants entitled to future benefits2016-01-01975
Total of all active and inactive participants2016-01-013,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01608
Total participants2016-01-013,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-014,129
Total number of active participants reported on line 7a of the Form 55002015-01-01377
Number of retired or separated participants receiving benefits2015-01-011,959
Number of other retired or separated participants entitled to future benefits2015-01-011,027
Total of all active and inactive participants2015-01-013,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01597
Total participants2015-01-013,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-014,652
Total number of active participants reported on line 7a of the Form 55002014-01-01437
Number of retired or separated participants receiving benefits2014-01-012,025
Number of other retired or separated participants entitled to future benefits2014-01-011,049
Total of all active and inactive participants2014-01-013,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01618
Total participants2014-01-014,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-014,817
Total number of active participants reported on line 7a of the Form 55002013-01-01488
Number of retired or separated participants receiving benefits2013-01-012,032
Number of other retired or separated participants entitled to future benefits2013-01-011,487
Total of all active and inactive participants2013-01-014,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01645
Total participants2013-01-014,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-015,066
Total number of active participants reported on line 7a of the Form 55002012-01-01514
Number of retired or separated participants receiving benefits2012-01-012,069
Number of other retired or separated participants entitled to future benefits2012-01-011,576
Total of all active and inactive participants2012-01-014,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01658
Total participants2012-01-014,817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2009
Total participants, beginning-of-year2009-01-015,536
Total number of active participants reported on line 7a of the Form 55002009-01-01760
Number of retired or separated participants receiving benefits2009-01-012,120
Number of other retired or separated participants entitled to future benefits2009-01-011,777
Total of all active and inactive participants2009-01-014,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01724
Total participants2009-01-015,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on LOCKHEED MARTIN AEROSPACE PENSION PLAN FOR EMPLOYEES IN THE BARGAINING UNIT

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$254,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$267,232
Total income from all sources (including contributions)2018-12-31$-16,345,168
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,513,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,258,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$279,492,783
Value of total assets at beginning of year2018-12-31$315,363,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$254,723
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$14,373
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$12,204
Liabilities. Value of operating payables at end of year2018-12-31$254,723
Liabilities. Value of operating payables at beginning of year2018-12-31$267,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,858,653
Value of net assets at end of year (total assets less liabilities)2018-12-31$279,238,060
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$315,096,713
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$210,102
Value of interest in master investment trust accounts at end of year2018-12-31$279,492,783
Value of interest in master investment trust accounts at beginning of year2018-12-31$298,363,945
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$17,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,258,762
Contract administrator fees2018-12-31$30,248
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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$267,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$259,043
Total income from all sources (including contributions)2017-12-31$50,475,987
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,409,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,142,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,000,000
Value of total assets at end of year2017-12-31$315,363,945
Value of total assets at beginning of year2017-12-31$282,289,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$267,232
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$14,064
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$12,204
Liabilities. Value of operating payables at end of year2017-12-31$267,232
Liabilities. Value of operating payables at beginning of year2017-12-31$259,043
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$33,066,330
Value of net assets at end of year (total assets less liabilities)2017-12-31$315,096,713
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$282,030,383
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$218,173
Value of interest in master investment trust accounts at end of year2017-12-31$298,363,945
Value of interest in master investment trust accounts at beginning of year2017-12-31$282,289,426
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$17,000,000
Employer contributions (assets) at end of year2017-12-31$17,000,000
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$17,142,425
Contract administrator fees2017-12-31$34,995
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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$259,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$236,028
Total income from all sources (including contributions)2016-12-31$12,953,558
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,644,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,385,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$282,289,426
Value of total assets at beginning of year2016-12-31$286,957,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$259,043
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$13,857
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
Liabilities. Value of operating payables at end of year2016-12-31$259,043
Liabilities. Value of operating payables at beginning of year2016-12-31$236,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,690,700
Value of net assets at end of year (total assets less liabilities)2016-12-31$282,030,383
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$286,721,083
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$209,881
Value of interest in master investment trust accounts at end of year2016-12-31$282,289,426
Value of interest in master investment trust accounts at beginning of year2016-12-31$286,957,111
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$17,385,215
Contract administrator fees2016-12-31$35,305
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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$236,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$306,536
Total income from all sources (including contributions)2015-12-31$-4,598,978
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,399,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,163,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$286,957,111
Value of total assets at beginning of year2015-12-31$309,026,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$236,028
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$13,857
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
Liabilities. Value of operating payables at end of year2015-12-31$236,028
Liabilities. Value of operating payables at beginning of year2015-12-31$306,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-21,998,557
Value of net assets at end of year (total assets less liabilities)2015-12-31$286,721,083
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$308,719,640
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$177,892
Value of interest in master investment trust accounts at end of year2015-12-31$286,957,111
Value of interest in master investment trust accounts at beginning of year2015-12-31$309,026,176
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$17,163,551
Contract administrator fees2015-12-31$44,279
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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$306,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$181,693
Total income from all sources (including contributions)2014-12-31$24,946,471
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$25,719,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,413,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,500,000
Value of total assets at end of year2014-12-31$309,026,176
Value of total assets at beginning of year2014-12-31$309,674,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$306,536
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$22,101
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
Liabilities. Value of operating payables at end of year2014-12-31$306,536
Liabilities. Value of operating payables at beginning of year2014-12-31$181,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-773,094
Value of net assets at end of year (total assets less liabilities)2014-12-31$308,719,640
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$309,492,734
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$218,007
Value of interest in master investment trust accounts at end of year2014-12-31$309,026,176
Value of interest in master investment trust accounts at beginning of year2014-12-31$288,474,427
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$6,500,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$21,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,413,029
Contract administrator fees2014-12-31$66,428
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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$181,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$210,751
Total income from all sources (including contributions)2013-12-31$47,316,228
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$16,563,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,382,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,200,000
Value of total assets at end of year2013-12-31$309,674,427
Value of total assets at beginning of year2013-12-31$278,951,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$181,693
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$13,545
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
Administrative expenses (other) incurred2013-12-31$80,990
Liabilities. Value of operating payables at end of year2013-12-31$181,693
Liabilities. Value of operating payables at beginning of year2013-12-31$210,751
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$30,752,431
Value of net assets at end of year (total assets less liabilities)2013-12-31$309,492,734
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$278,740,303
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$87,158
Value of interest in master investment trust accounts at end of year2013-12-31$288,474,427
Value of interest in master investment trust accounts at beginning of year2013-12-31$272,951,054
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$31,200,000
Employer contributions (assets) at end of year2013-12-31$21,200,000
Employer contributions (assets) at beginning of year2013-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,382,104
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 liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$210,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$205,121
Total income from all sources (including contributions)2012-12-31$65,333,796
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,060,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,849,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$48,000,000
Value of total assets at end of year2012-12-31$278,951,054
Value of total assets at beginning of year2012-12-31$228,672,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$210,752
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$13,344
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
Administrative expenses (other) incurred2012-12-31$118,336
Liabilities. Value of operating payables at end of year2012-12-31$210,751
Liabilities. Value of operating payables at beginning of year2012-12-31$205,121
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$50,273,421
Value of net assets at end of year (total assets less liabilities)2012-12-31$278,740,303
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$228,466,882
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$79,072
Value of interest in master investment trust accounts at end of year2012-12-31$272,951,054
Value of interest in master investment trust accounts at beginning of year2012-12-31$224,756,836
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$48,000,000
Employer contributions (assets) at end of year2012-12-31$6,000,000
Employer contributions (assets) at beginning of year2012-12-31$3,915,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,849,623
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$205,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$436,386
Total income from all sources (including contributions)2011-12-31$17,156,101
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,401,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,196,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,872,750
Value of total assets at end of year2011-12-31$228,672,003
Value of total assets at beginning of year2011-12-31$226,148,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$205,121
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$12,993
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
Administrative expenses (other) incurred2011-12-31$103,864
Liabilities. Value of operating payables at end of year2011-12-31$205,121
Liabilities. Value of operating payables at beginning of year2011-12-31$436,386
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$2,754,742
Value of net assets at end of year (total assets less liabilities)2011-12-31$228,466,882
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$225,712,140
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$88,264
Value of interest in master investment trust accounts at end of year2011-12-31$224,756,836
Value of interest in master investment trust accounts at beginning of year2011-12-31$217,366,786
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$6,872,750
Employer contributions (assets) at end of year2011-12-31$3,915,167
Employer contributions (assets) at beginning of year2011-12-31$8,781,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,196,238
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$436,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$399,775
Total income from all sources (including contributions)2010-12-31$39,967,375
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,882,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,445,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,681,740
Value of total assets at end of year2010-12-31$226,148,526
Value of total assets at beginning of year2010-12-31$200,026,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$436,386
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$12,651
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
Administrative expenses (other) incurred2010-12-31$332,501
Liabilities. Value of operating payables at end of year2010-12-31$436,386
Liabilities. Value of operating payables at beginning of year2010-12-31$399,775
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$26,085,264
Value of net assets at end of year (total assets less liabilities)2010-12-31$225,712,140
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$199,626,876
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$91,234
Value of interest in master investment trust accounts at end of year2010-12-31$217,366,786
Value of interest in master investment trust accounts at beginning of year2010-12-31$177,026,651
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$15,681,740
Employer contributions (assets) at end of year2010-12-31$8,781,740
Employer contributions (assets) at beginning of year2010-12-31$23,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,445,725
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 planYes
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 planYes
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 planYes
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 planYes
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 planYes
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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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