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LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameLOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN
Plan identification number 019

LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0192017-01-01ROBERT MUENINGHOFF
0192016-01-01ROBERT MUENINGHOFF
0192015-01-01ROBERT MUENINGHOFF
0192014-01-01DONALD REMSCH DONALD REMSCH2015-09-30
0192013-01-01DONALD REMSCH DONALD REMSCH2014-10-02
0192012-01-01DONALD REMSCH DONALD REMSCH2013-10-13
0192011-01-01DONALD REMSCH DONALD REMSCH2012-09-19
0192009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-09-30

Plan Statistics for LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN

Measure Date Value
2017
Total participants, beginning-of-year2017-01-0143,422
Total number of active participants reported on line 7a of the Form 55002017-01-0140,230
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-018,972
Total of all active and inactive participants2017-01-0149,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0167
Total participants2017-01-0149,286
Number of participants with account balances2017-01-0149,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016
Total participants, beginning-of-year2016-01-0132,462
Total number of active participants reported on line 7a of the Form 55002016-01-0135,457
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-017,905
Total of all active and inactive participants2016-01-0143,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0148
Total participants2016-01-0143,422
Number of participants with account balances2016-01-0136,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015
Total participants, beginning-of-year2015-01-0129,858
Total number of active participants reported on line 7a of the Form 55002015-01-0127,085
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-015,306
Total of all active and inactive participants2015-01-0132,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0160
Total participants2015-01-0132,462
Number of participants with account balances2015-01-0132,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,446
2014
Total participants, beginning-of-year2014-01-0128,062
Total number of active participants reported on line 7a of the Form 55002014-01-0125,203
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-014,596
Total of all active and inactive participants2014-01-0129,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0149
Total participants2014-01-0129,858
Number of participants with account balances2014-01-0129,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011,204
2013
Total participants, beginning-of-year2013-01-0127,318
Total number of active participants reported on line 7a of the Form 55002013-01-0123,917
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-014,091
Total of all active and inactive participants2013-01-0128,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0144
Total participants2013-01-0128,062
Number of participants with account balances2013-01-0127,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011,146
2012
Total participants, beginning-of-year2012-01-0126,372
Total number of active participants reported on line 7a of the Form 55002012-01-0123,869
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-013,391
Total of all active and inactive participants2012-01-0127,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0145
Total participants2012-01-0127,318
Number of participants with account balances2012-01-0127,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,210
2011
Total participants, beginning-of-year2011-01-0126,143
Total number of active participants reported on line 7a of the Form 55002011-01-0123,721
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-012,974
Total of all active and inactive participants2011-01-0126,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0145
Total participants2011-01-0126,750
Number of participants with account balances2011-01-0126,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,512
2009
Total participants, beginning-of-year2009-01-0121,181
Total number of active participants reported on line 7a of the Form 55002009-01-0122,841
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-011,662
Total of all active and inactive participants2009-01-0124,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0132
Total participants2009-01-0124,543
Number of participants with account balances2009-01-0124,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,906

Financial Data on LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$725,998,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,356
Total income from all sources (including contributions)2018-12-31$121,647,826
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$45,136,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$45,112,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$121,673,370
Value of total assets at end of year2018-12-31$238,072,632
Value of total assets at beginning of year2018-12-31$887,584,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,716
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$3
Liabilities. Value of operating payables at end of year2018-12-31$23,716
Liabilities. Value of operating payables at beginning of year2018-12-31$49,356
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$76,511,445
Value of net assets at end of year (total assets less liabilities)2018-12-31$238,048,916
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$887,535,577
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$8,421
Value of interest in master investment trust accounts at end of year2018-12-31$237,930,572
Value of interest in master investment trust accounts at beginning of year2018-12-31$887,436,058
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
Contributions received in cash from employer2018-12-31$121,673,370
Employer contributions (assets) at end of year2018-12-31$142,060
Employer contributions (assets) at beginning of year2018-12-31$148,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$45,112,665
Contract administrator fees2018-12-31$15,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
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$49,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$53,121
Total income from all sources (including contributions)2017-12-31$264,716,521
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$37,927,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,877,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$134,610,159
Value of total assets at end of year2017-12-31$887,584,933
Value of total assets at beginning of year2017-12-31$660,799,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,356
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$49,356
Liabilities. Value of operating payables at beginning of year2017-12-31$53,121
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$226,789,475
Value of net assets at end of year (total assets less liabilities)2017-12-31$887,535,577
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$660,746,102
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$15,576
Value of interest in master investment trust accounts at end of year2017-12-31$887,436,058
Value of interest in master investment trust accounts at beginning of year2017-12-31$658,839,213
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$134,610,159
Employer contributions (assets) at end of year2017-12-31$148,875
Employer contributions (assets) at beginning of year2017-12-31$1,960,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,877,690
Contract administrator fees2017-12-31$33,780
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
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 from this plan2016-12-31$46,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,165
Total income from all sources (including contributions)2016-12-31$148,059,631
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$44,956,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$44,903,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$95,876,781
Value of total assets at end of year2016-12-31$660,799,223
Value of total assets at beginning of year2016-12-31$557,742,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,121
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$53,121
Liabilities. Value of operating payables at beginning of year2016-12-31$53,165
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$103,103,024
Value of net assets at end of year (total assets less liabilities)2016-12-31$660,746,102
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$557,689,124
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$21,205
Value of interest in master investment trust accounts at end of year2016-12-31$658,839,213
Value of interest in master investment trust accounts at beginning of year2016-12-31$554,292,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$95,876,781
Employer contributions (assets) at end of year2016-12-31$1,960,010
Employer contributions (assets) at beginning of year2016-12-31$3,450,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,903,486
Contract administrator fees2016-12-31$31,916
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
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$53,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$49,889
Total income from all sources (including contributions)2015-12-31$76,522,109
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$30,217,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,164,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$77,275,856
Value of total assets at end of year2015-12-31$557,742,289
Value of total assets at beginning of year2015-12-31$511,434,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,165
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$53,165
Liabilities. Value of operating payables at beginning of year2015-12-31$49,889
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$46,304,239
Value of net assets at end of year (total assets less liabilities)2015-12-31$557,689,124
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$511,384,885
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$18,910
Value of interest in master investment trust accounts at end of year2015-12-31$554,292,229
Value of interest in master investment trust accounts at beginning of year2015-12-31$509,642,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$77,275,856
Employer contributions (assets) at end of year2015-12-31$3,450,060
Employer contributions (assets) at beginning of year2015-12-31$1,792,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,164,705
Contract administrator fees2015-12-31$34,255
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
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$49,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,909
Total income from all sources (including contributions)2014-12-31$101,228,918
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$31,712,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,662,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$69,498,164
Value of total assets at end of year2014-12-31$511,434,774
Value of total assets at beginning of year2014-12-31$441,904,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,889
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$49,889
Liabilities. Value of operating payables at beginning of year2014-12-31$35,909
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$69,516,690
Value of net assets at end of year (total assets less liabilities)2014-12-31$511,384,885
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$441,868,195
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$17,479
Value of interest in master investment trust accounts at end of year2014-12-31$509,642,115
Value of interest in master investment trust accounts at beginning of year2014-12-31$440,221,183
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$69,498,164
Employer contributions (assets) at end of year2014-12-31$1,792,659
Employer contributions (assets) at beginning of year2014-12-31$1,682,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$31,662,339
Contract administrator fees2014-12-31$32,410
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
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$35,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,529
Total income from all sources (including contributions)2013-12-31$131,477,625
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,641,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,605,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$63,684,732
Value of total assets at end of year2013-12-31$441,904,104
Value of total assets at beginning of year2013-12-31$335,073,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,909
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Liabilities. Value of operating payables at end of year2013-12-31$35,909
Liabilities. Value of operating payables at beginning of year2013-12-31$41,529
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$106,835,909
Value of net assets at end of year (total assets less liabilities)2013-12-31$441,868,195
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$335,032,286
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$14,873
Value of interest in master investment trust accounts at end of year2013-12-31$440,221,183
Value of interest in master investment trust accounts at beginning of year2013-12-31$333,486,256
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$63,684,732
Employer contributions (assets) at end of year2013-12-31$1,682,921
Employer contributions (assets) at beginning of year2013-12-31$1,587,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,605,807
Contract administrator fees2013-12-31$21,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
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$41,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$39,499
Total income from all sources (including contributions)2012-12-31$92,673,434
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$17,760,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,719,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$58,606,151
Value of total assets at end of year2012-12-31$335,073,815
Value of total assets at beginning of year2012-12-31$260,159,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,529
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$41,529
Liabilities. Value of operating payables at beginning of year2012-12-31$39,499
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$74,912,519
Value of net assets at end of year (total assets less liabilities)2012-12-31$335,032,286
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$260,119,767
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$16,423
Value of interest in master investment trust accounts at end of year2012-12-31$333,486,256
Value of interest in master investment trust accounts at beginning of year2012-12-31$258,746,090
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$58,606,151
Employer contributions (assets) at end of year2012-12-31$1,587,559
Employer contributions (assets) at beginning of year2012-12-31$1,413,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,719,386
Contract administrator fees2012-12-31$25,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
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$39,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$40,313
Total income from all sources (including contributions)2011-12-31$48,331,208
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,645,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,160,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$50,843,064
Value of total assets at end of year2011-12-31$260,159,266
Value of total assets at beginning of year2011-12-31$228,474,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$485,320
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$485,320
Liabilities. Value of operating payables at end of year2011-12-31$39,499
Liabilities. Value of operating payables at beginning of year2011-12-31$40,313
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$31,685,785
Value of net assets at end of year (total assets less liabilities)2011-12-31$260,119,767
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$228,433,982
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
Value of interest in master investment trust accounts at end of year2011-12-31$258,746,090
Value of interest in master investment trust accounts at beginning of year2011-12-31$227,113,754
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$50,843,064
Employer contributions (assets) at end of year2011-12-31$1,413,176
Employer contributions (assets) at beginning of year2011-12-31$1,360,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,160,103
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
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$40,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,184
Total income from all sources (including contributions)2010-12-31$64,496,485
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,037,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,645,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$46,970,256
Value of total assets at end of year2010-12-31$228,474,295
Value of total assets at beginning of year2010-12-31$174,009,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$391,801
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$391,801
Liabilities. Value of operating payables at end of year2010-12-31$40,313
Liabilities. Value of operating payables at beginning of year2010-12-31$34,184
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$54,458,987
Value of net assets at end of year (total assets less liabilities)2010-12-31$228,433,982
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$173,974,995
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
Value of interest in master investment trust accounts at end of year2010-12-31$227,113,754
Value of interest in master investment trust accounts at beginning of year2010-12-31$171,979,609
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$46,970,256
Employer contributions (assets) at end of year2010-12-31$1,360,541
Employer contributions (assets) at beginning of year2010-12-31$2,029,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,645,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
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
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan 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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