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LOCKHEED MARTIN PENSION PLAN FOR FORMER SALARIED AND HOURLY EMPLOYEES OF INACTIVE COMMERCIAL DIVISIONS 401k Plan overview

Plan NameLOCKHEED MARTIN PENSION PLAN FOR FORMER SALARIED AND HOURLY EMPLOYEES OF INACTIVE COMMERCIAL DIVISIONS
Plan identification number 025

LOCKHEED MARTIN PENSION PLAN FOR FORMER SALARIED AND HOURLY EMPLOYEES OF INACTIVE COMMERCIAL DIVISIONS Benefits

401k Plan Type
Plan Features/Benefits

    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 PENSION PLAN FOR FORMER SALARIED AND HOURLY EMPLOYEES OF INACTIVE COMMERCIAL DIVISIONS

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0252017-01-01ROBERT MUENINGHOFF
    0252016-01-01ROBERT MUENINGHOFF
    0252015-01-01ROBERT MUENINGHOFF
    0252014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
    0252013-01-01DONALD REMSCH DONALD REMSCH2014-10-13
    0252012-01-01DONALD REMSCH DONALD REMSCH2013-10-11
    0252009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12

    Plan Statistics for LOCKHEED MARTIN PENSION PLAN FOR FORMER SALARIED AND HOURLY EMPLOYEES OF INACTIVE COMMERCIAL DIVISIONS

    401k plan membership statisitcs for LOCKHEED MARTIN PENSION PLAN FOR FORMER SALARIED AND HOURLY EMPLOYEES OF INACTIVE COMMERCIAL DIVISIONS

    Measure Date Value
    2017
    Market value of plan assets2017-12-31180,956,941
    Acturial value of plan assets2017-12-31187,490,782
    Funding target for retired participants and beneficiaries receiving payment2017-12-3148,304,405
    Number of terminated vested participants2017-12-31453
    Fundng target for terminated vested participants2017-12-3113,848,321
    Active participant vested funding target2017-12-310
    Number of active participants2017-12-310
    Total funding liabilities for active participants2017-12-310
    Total participant count2017-12-312,335
    Total funding target for all participants2017-12-3162,152,726
    Balance at beginning of prior year after applicable adjustments2017-12-3110,703,018
    Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
    Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
    Prefunding balanced used to offset prior years funding requirement2017-12-310
    Amount remaining of carryover balance2017-12-3110,703,018
    Amount remaining of prefunding balance2017-12-310
    Present value of excess contributions2017-12-310
    Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
    Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
    Reductions in caryover balances due to elections or deemed elections2017-12-310
    Reductions in prefunding balances due to elections or deemed elections2017-12-310
    Balance of carryovers at beginning of current year2017-12-3111,269,208
    Balance of prefunding at beginning of current year2017-12-310
    Total employer contributions2017-12-310
    Total employee contributions2017-12-310
    Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
    Contributions made to avoid restrictions adjusted to valuation date2017-12-310
    Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
    Unpaid minimum required contributions for all prior years2017-12-310
    iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
    Remaining amount of unpaid minimum required contributions2017-12-310
    Minimum required contributions for current year target normal cost2017-12-31317,150
    Net shortfall amortization installment of oustanding balance2017-12-310
    Waiver amortization installment2017-12-310
    Total funding amount beforereflecting carryover/prefunding balances2017-12-310
    Carryover balance elected to use to offset funding requirement2017-12-310
    Prefunding balance elected to use to offset funding requirement2017-12-310
    Additional cash requirement2017-12-310
    Contributions allocatedtoward minimum required contributions for current year2017-12-310
    Unpaid minimum required contributions for current year2017-12-310
    Unpaid minimum required contributions for all years2017-12-310
    Total participants, beginning-of-year2017-01-012,335
    Total number of active participants reported on line 7a of the Form 55002017-01-010
    Number of retired or separated participants receiving benefits2017-01-010
    Number of other retired or separated participants entitled to future benefits2017-01-010
    Total of all active and inactive participants2017-01-010
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
    Total participants2017-01-010
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
    2016
    Market value of plan assets2016-12-31178,094,727
    Acturial value of plan assets2016-12-31188,314,902
    Funding target for retired participants and beneficiaries receiving payment2016-12-3149,267,744
    Number of terminated vested participants2016-12-31520
    Fundng target for terminated vested participants2016-12-3113,812,175
    Active participant vested funding target2016-12-310
    Number of active participants2016-12-310
    Total funding liabilities for active participants2016-12-310
    Total participant count2016-12-312,427
    Total funding target for all participants2016-12-3163,079,919
    Balance at beginning of prior year after applicable adjustments2016-12-3110,839,597
    Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
    Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
    Prefunding balanced used to offset prior years funding requirement2016-12-310
    Amount remaining of carryover balance2016-12-3110,839,597
    Amount remaining of prefunding balance2016-12-310
    Present value of excess contributions2016-12-310
    Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
    Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
    Reductions in caryover balances due to elections or deemed elections2016-12-310
    Reductions in prefunding balances due to elections or deemed elections2016-12-310
    Balance of carryovers at beginning of current year2016-12-3110,703,018
    Balance of prefunding at beginning of current year2016-12-310
    Total employer contributions2016-12-310
    Total employee contributions2016-12-310
    Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
    Contributions made to avoid restrictions adjusted to valuation date2016-12-310
    Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
    Unpaid minimum required contributions for all prior years2016-12-310
    iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
    Remaining amount of unpaid minimum required contributions2016-12-310
    Minimum required contributions for current year target normal cost2016-12-31296,707
    Net shortfall amortization installment of oustanding balance2016-12-310
    Waiver amortization installment2016-12-310
    Total funding amount beforereflecting carryover/prefunding balances2016-12-310
    Carryover balance elected to use to offset funding requirement2016-12-310
    Prefunding balance elected to use to offset funding requirement2016-12-310
    Additional cash requirement2016-12-310
    Contributions allocatedtoward minimum required contributions for current year2016-12-310
    Unpaid minimum required contributions for current year2016-12-310
    Unpaid minimum required contributions for all years2016-12-310
    Total participants, beginning-of-year2016-01-012,427
    Total number of active participants reported on line 7a of the Form 55002016-01-010
    Number of retired or separated participants receiving benefits2016-01-011,420
    Number of other retired or separated participants entitled to future benefits2016-01-01453
    Total of all active and inactive participants2016-01-011,873
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01462
    Total participants2016-01-012,335
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
    2015
    Total participants, beginning-of-year2015-01-012,524
    Total number of active participants reported on line 7a of the Form 55002015-01-010
    Number of retired or separated participants receiving benefits2015-01-011,445
    Number of other retired or separated participants entitled to future benefits2015-01-01520
    Total of all active and inactive participants2015-01-011,965
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01462
    Total participants2015-01-012,427
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
    2014
    Total participants, beginning-of-year2014-01-012,617
    Total number of active participants reported on line 7a of the Form 55002014-01-010
    Number of retired or separated participants receiving benefits2014-01-011,484
    Number of other retired or separated participants entitled to future benefits2014-01-01568
    Total of all active and inactive participants2014-01-012,052
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01472
    Total participants2014-01-012,524
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
    2013
    Total participants, beginning-of-year2013-01-012,712
    Total number of active participants reported on line 7a of the Form 55002013-01-010
    Number of retired or separated participants receiving benefits2013-01-011,510
    Number of other retired or separated participants entitled to future benefits2013-01-01637
    Total of all active and inactive participants2013-01-012,147
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01470
    Total participants2013-01-012,617
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
    2012
    Total participants, beginning-of-year2012-01-012,912
    Total number of active participants reported on line 7a of the Form 55002012-01-010
    Number of retired or separated participants receiving benefits2012-01-011,513
    Number of other retired or separated participants entitled to future benefits2012-01-01716
    Total of all active and inactive participants2012-01-012,229
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01483
    Total participants2012-01-012,712
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
    2009
    Total participants, beginning-of-year2009-01-013,211
    Total number of active participants reported on line 7a of the Form 55002009-01-010
    Number of retired or separated participants receiving benefits2009-01-011,631
    Number of other retired or separated participants entitled to future benefits2009-01-01973
    Total of all active and inactive participants2009-01-012,604
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01505
    Total participants2009-01-013,109
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

    Financial Data on LOCKHEED MARTIN PENSION PLAN FOR FORMER SALARIED AND HOURLY EMPLOYEES OF INACTIVE COMMERCIAL DIVISIONS

    Measure Date Value
    2017
    Total unrealized appreciation/depreciation of assets2017-12-31$0
    Total transfer of assets from this plan2017-12-31$198,253,734
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$198,253,734
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$173,471
    Total income from all sources (including contributions)2017-12-31$22,860,054
    Total loss/gain on sale of assets2017-12-31$0
    Total of all expenses incurred2017-12-31$5,389,791
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,389,791
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
    Value of total assets at end of year2017-12-31$198,253,734
    Value of total assets at beginning of year2017-12-31$180,956,942
    Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
    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
    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
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$198,253,734
    Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
    Liabilities. Value of operating payables at end of year2017-12-31$0
    Liabilities. Value of operating payables at beginning of year2017-12-31$173,471
    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$17,470,263
    Value of net assets at end of year (total assets less liabilities)2017-12-31$0
    Value of net assets at beginning of year (total assets less liabilities)2017-12-31$180,783,471
    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
    Value of interest in master investment trust accounts at end of year2017-12-31$198,253,734
    Value of interest in master investment trust accounts at beginning of year2017-12-31$180,956,942
    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
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,389,791
    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 PBGC2017-12-31Yes
    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$173,471
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$150,256
    Total income from all sources (including contributions)2016-12-31$8,918,063
    Total loss/gain on sale of assets2016-12-31$0
    Total of all expenses incurred2016-12-31$6,079,063
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,905,592
    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$180,956,942
    Value of total assets at beginning of year2016-12-31$178,094,727
    Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$173,471
    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$10,731
    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$173,471
    Liabilities. Value of operating payables at beginning of year2016-12-31$150,256
    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$2,839,000
    Value of net assets at end of year (total assets less liabilities)2016-12-31$180,783,471
    Value of net assets at beginning of year (total assets less liabilities)2016-12-31$177,944,471
    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$134,541
    Value of interest in master investment trust accounts at end of year2016-12-31$180,956,942
    Value of interest in master investment trust accounts at beginning of year2016-12-31$178,094,727
    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$5,905,592
    Contract administrator fees2016-12-31$28,199
    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$150,256
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$177,245
    Total income from all sources (including contributions)2015-12-31$-2,569,836
    Total loss/gain on sale of assets2015-12-31$0
    Total of all expenses incurred2015-12-31$7,282,755
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,132,499
    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$178,094,727
    Value of total assets at beginning of year2015-12-31$187,974,307
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$150,256
    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$10,731
    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$150,256
    Liabilities. Value of operating payables at beginning of year2015-12-31$177,245
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Value of net income/loss2015-12-31$-9,852,591
    Value of net assets at end of year (total assets less liabilities)2015-12-31$177,944,471
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$187,797,062
    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$110,405
    Value of interest in master investment trust accounts at end of year2015-12-31$178,094,727
    Value of interest in master investment trust accounts at beginning of year2015-12-31$187,974,307
    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$7,132,499
    Contract administrator fees2015-12-31$29,120
    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$177,245
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$116,483
    Total income from all sources (including contributions)2014-12-31$11,565,315
    Total loss/gain on sale of assets2014-12-31$0
    Total of all expenses incurred2014-12-31$8,457,514
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,280,269
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
    Value of total assets at end of year2014-12-31$187,974,307
    Value of total assets at beginning of year2014-12-31$184,805,744
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$177,245
    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$18,051
    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$177,245
    Liabilities. Value of operating payables at beginning of year2014-12-31$116,483
    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$3,107,801
    Value of net assets at end of year (total assets less liabilities)2014-12-31$187,797,062
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$184,689,261
    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$132,609
    Value of interest in master investment trust accounts at end of year2014-12-31$187,974,307
    Value of interest in master investment trust accounts at beginning of year2014-12-31$184,805,744
    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
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,280,269
    Contract administrator fees2014-12-31$26,585
    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$116,483
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$134,501
    Total income from all sources (including contributions)2013-12-31$10,967,211
    Total loss/gain on sale of assets2013-12-31$0
    Total of all expenses incurred2013-12-31$8,740,330
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,623,847
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
    Value of total assets at end of year2013-12-31$184,805,744
    Value of total assets at beginning of year2013-12-31$182,596,881
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$116,483
    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$10,488
    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$50,159
    Liabilities. Value of operating payables at end of year2013-12-31$116,483
    Liabilities. Value of operating payables at beginning of year2013-12-31$134,501
    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$2,226,881
    Value of net assets at end of year (total assets less liabilities)2013-12-31$184,689,261
    Value of net assets at beginning of year (total assets less liabilities)2013-12-31$182,462,380
    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$55,836
    Value of interest in master investment trust accounts at end of year2013-12-31$184,805,744
    Value of interest in master investment trust accounts at beginning of year2013-12-31$182,596,881
    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
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,623,847
    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$134,501
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$141,119
    Total income from all sources (including contributions)2012-12-31$14,017,461
    Total loss/gain on sale of assets2012-12-31$0
    Total of all expenses incurred2012-12-31$9,167,110
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,032,609
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
    Value of total assets at end of year2012-12-31$182,596,881
    Value of total assets at beginning of year2012-12-31$177,753,148
    Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,501
    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$10,332
    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$71,272
    Liabilities. Value of operating payables at end of year2012-12-31$134,501
    Liabilities. Value of operating payables at beginning of year2012-12-31$141,119
    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$4,850,351
    Value of net assets at end of year (total assets less liabilities)2012-12-31$182,462,380
    Value of net assets at beginning of year (total assets less liabilities)2012-12-31$177,612,029
    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$52,897
    Value of interest in master investment trust accounts at end of year2012-12-31$182,596,881
    Value of interest in master investment trust accounts at beginning of year2012-12-31$177,753,148
    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
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,032,609
    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$141,119
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$310,285
    Total income from all sources (including contributions)2011-12-31$8,550,748
    Total loss/gain on sale of assets2011-12-31$0
    Total of all expenses incurred2011-12-31$9,286,304
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,145,185
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
    Value of total assets at end of year2011-12-31$177,753,148
    Value of total assets at beginning of year2011-12-31$178,657,870
    Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$141,119
    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$10,059
    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$61,255
    Liabilities. Value of operating payables at end of year2011-12-31$141,119
    Liabilities. Value of operating payables at beginning of year2011-12-31$310,285
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
    Value of net income/loss2011-12-31$-735,556
    Value of net assets at end of year (total assets less liabilities)2011-12-31$177,612,029
    Value of net assets at beginning of year (total assets less liabilities)2011-12-31$178,347,585
    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$69,805
    Value of interest in master investment trust accounts at end of year2011-12-31$177,753,148
    Value of interest in master investment trust accounts at beginning of year2011-12-31$178,657,870
    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
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,145,185
    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$310,285
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$369,186
    Total income from all sources (including contributions)2010-12-31$21,927,139
    Total loss/gain on sale of assets2010-12-31$0
    Total of all expenses incurred2010-12-31$10,106,729
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,796,444
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
    Value of total assets at end of year2010-12-31$178,657,870
    Value of total assets at beginning of year2010-12-31$166,896,361
    Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$310,285
    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$9,795
    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$225,502
    Liabilities. Value of operating payables at end of year2010-12-31$310,285
    Liabilities. Value of operating payables at beginning of year2010-12-31$369,186
    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$11,820,410
    Value of net assets at end of year (total assets less liabilities)2010-12-31$178,347,585
    Value of net assets at beginning of year (total assets less liabilities)2010-12-31$166,527,175
    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$74,988
    Value of interest in master investment trust accounts at end of year2010-12-31$178,657,870
    Value of interest in master investment trust accounts at beginning of year2010-12-31$166,896,361
    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
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,796,444
    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 filingYes
    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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