Logo

LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN II FOR BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan NameLOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN II FOR BARGAINING UNIT EMPLOYEES
Plan identification number 043

LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN II FOR BARGAINING UNIT EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

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

Additional information about LOCKHEED MARTIN CORPORATION

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

More information about LOCKHEED MARTIN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN II FOR BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0432017-01-01ROBERT MUENINGHOFF
0432016-01-01ROBERT MUENINGHOFF
0432015-01-01ROBERT MUENINGHOFF
0432014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
0432013-01-01DONALD REMSCH DONALD REMSCH2014-10-13
0432012-01-01DONALD REMSCH DONALD REMSCH2013-10-13
0432009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12

Plan Statistics for LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN II FOR BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN II FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2017
Total participants, beginning-of-year2017-01-011,215
Total number of active participants reported on line 7a of the Form 55002017-01-0146
Number of retired or separated participants receiving benefits2017-01-01731
Number of other retired or separated participants entitled to future benefits2017-01-01310
Total of all active and inactive participants2017-01-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01108
Total participants2017-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-011,219
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-01700
Number of other retired or separated participants entitled to future benefits2016-01-01337
Total of all active and inactive participants2016-01-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01108
Total participants2016-01-011,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-011,218
Total number of active participants reported on line 7a of the Form 55002015-01-0174
Number of retired or separated participants receiving benefits2015-01-01670
Number of other retired or separated participants entitled to future benefits2015-01-01373
Total of all active and inactive participants2015-01-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01102
Total participants2015-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-011,223
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-01638
Number of other retired or separated participants entitled to future benefits2014-01-01412
Total of all active and inactive participants2014-01-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0191
Total participants2014-01-011,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-011,233
Total number of active participants reported on line 7a of the Form 55002013-01-0178
Number of retired or separated participants receiving benefits2013-01-01619
Number of other retired or separated participants entitled to future benefits2013-01-01443
Total of all active and inactive participants2013-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0183
Total participants2013-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-011,243
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-01583
Number of other retired or separated participants entitled to future benefits2012-01-01485
Total of all active and inactive participants2012-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0177
Total participants2012-01-011,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009
Total participants, beginning-of-year2009-01-011,259
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-01511
Number of other retired or separated participants entitled to future benefits2009-01-01538
Total of all active and inactive participants2009-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0157
Total participants2009-01-011,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on LOCKHEED MARTIN TACTICAL DEFENSE SYSTEMS RETIREMENT PLAN II FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$147,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$158,677
Total income from all sources (including contributions)2018-12-31$-9,150,195
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,503,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,355,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$165,990,913
Value of total assets at beginning of year2018-12-31$187,655,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$147,939
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$15,294
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$3,435
Liabilities. Value of operating payables at end of year2018-12-31$147,939
Liabilities. Value of operating payables at beginning of year2018-12-31$158,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,654,083
Value of net assets at end of year (total assets less liabilities)2018-12-31$165,842,974
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$187,497,057
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$124,780
Value of interest in master investment trust accounts at end of year2018-12-31$165,990,913
Value of interest in master investment trust accounts at beginning of year2018-12-31$179,655,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,355,949
Contract administrator fees2018-12-31$7,865
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$158,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$152,467
Total income from all sources (including contributions)2017-12-31$28,376,031
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,077,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,918,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,000,000
Value of total assets at end of year2017-12-31$187,655,734
Value of total assets at beginning of year2017-12-31$170,350,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$158,677
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$14,964
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$3,435
Liabilities. Value of operating payables at end of year2017-12-31$158,677
Liabilities. Value of operating payables at beginning of year2017-12-31$152,467
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$17,298,705
Value of net assets at end of year (total assets less liabilities)2017-12-31$187,497,057
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$170,198,352
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$131,369
Value of interest in master investment trust accounts at end of year2017-12-31$179,655,734
Value of interest in master investment trust accounts at beginning of year2017-12-31$170,350,819
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$8,000,000
Employer contributions (assets) at end of year2017-12-31$8,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,918,649
Contract administrator fees2017-12-31$12,344
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-31132781641
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$152,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$134,587
Total income from all sources (including contributions)2016-12-31$7,955,526
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,030,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,878,154
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$170,350,819
Value of total assets at beginning of year2016-12-31$172,408,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$152,467
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$14,742
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$152,467
Liabilities. Value of operating payables at beginning of year2016-12-31$134,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,075,095
Value of net assets at end of year (total assets less liabilities)2016-12-31$170,198,352
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$172,273,447
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$126,655
Value of interest in master investment trust accounts at end of year2016-12-31$170,350,819
Value of interest in master investment trust accounts at beginning of year2016-12-31$172,408,034
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$9,878,154
Contract administrator fees2016-12-31$11,070
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$134,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$168,036
Total income from all sources (including contributions)2015-12-31$-2,603,013
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,677,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,542,954
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$172,408,034
Value of total assets at beginning of year2015-12-31$184,722,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$134,587
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$14,742
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$134,587
Liabilities. Value of operating payables at beginning of year2015-12-31$168,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-12,280,554
Value of net assets at end of year (total assets less liabilities)2015-12-31$172,273,447
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$184,554,001
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$106,880
Value of interest in master investment trust accounts at end of year2015-12-31$172,408,034
Value of interest in master investment trust accounts at beginning of year2015-12-31$184,722,037
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$9,542,954
Contract administrator fees2015-12-31$12,965
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$168,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$115,206
Total income from all sources (including contributions)2014-12-31$11,234,738
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,537,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,369,808
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$184,722,037
Value of total assets at beginning of year2014-12-31$182,972,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$168,036
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$22,321
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$168,036
Liabilities. Value of operating payables at beginning of year2014-12-31$115,206
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$1,696,894
Value of net assets at end of year (total assets less liabilities)2014-12-31$184,554,001
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$182,857,107
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$130,315
Value of interest in master investment trust accounts at end of year2014-12-31$184,722,037
Value of interest in master investment trust accounts at beginning of year2014-12-31$178,472,313
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,369,808
Contract administrator fees2014-12-31$15,400
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$115,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$113,392
Total income from all sources (including contributions)2013-12-31$14,922,788
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,793,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,677,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,500,000
Value of total assets at end of year2013-12-31$182,972,313
Value of total assets at beginning of year2013-12-31$176,840,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,206
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$14,409
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$46,874
Liabilities. Value of operating payables at end of year2013-12-31$115,206
Liabilities. Value of operating payables at beginning of year2013-12-31$113,392
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$6,129,692
Value of net assets at end of year (total assets less liabilities)2013-12-31$182,857,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$176,727,415
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$53,923
Value of interest in master investment trust accounts at end of year2013-12-31$178,472,313
Value of interest in master investment trust accounts at beginning of year2013-12-31$172,840,807
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$4,500,000
Employer contributions (assets) at end of year2013-12-31$4,500,000
Employer contributions (assets) at beginning of year2013-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,677,890
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$113,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$100,695
Total income from all sources (including contributions)2012-12-31$39,992,360
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,332,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,219,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$29,000,000
Value of total assets at end of year2012-12-31$176,840,807
Value of total assets at beginning of year2012-12-31$145,168,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$113,392
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$14,196
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$49,125
Liabilities. Value of operating payables at end of year2012-12-31$113,392
Liabilities. Value of operating payables at beginning of year2012-12-31$100,695
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$31,659,957
Value of net assets at end of year (total assets less liabilities)2012-12-31$176,727,415
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$145,067,458
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$50,071
Value of interest in master investment trust accounts at end of year2012-12-31$172,840,807
Value of interest in master investment trust accounts at beginning of year2012-12-31$141,606,131
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$29,000,000
Employer contributions (assets) at end of year2012-12-31$4,000,000
Employer contributions (assets) at beginning of year2012-12-31$3,562,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,219,011
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$100,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$203,970
Total income from all sources (including contributions)2011-12-31$11,804,015
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,978,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,877,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,343,033
Value of total assets at end of year2011-12-31$145,168,153
Value of total assets at beginning of year2011-12-31$141,445,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$100,695
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$13,824
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$31,261
Liabilities. Value of operating payables at end of year2011-12-31$100,695
Liabilities. Value of operating payables at beginning of year2011-12-31$203,970
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$3,825,795
Value of net assets at end of year (total assets less liabilities)2011-12-31$145,067,458
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$141,241,663
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$55,610
Value of interest in master investment trust accounts at end of year2011-12-31$141,606,131
Value of interest in master investment trust accounts at beginning of year2011-12-31$135,801,217
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$5,343,033
Employer contributions (assets) at end of year2011-12-31$3,562,022
Employer contributions (assets) at beginning of year2011-12-31$5,644,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,877,525
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$203,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$260,712
Total income from all sources (including contributions)2010-12-31$23,746,946
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,617,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,413,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,144,416
Value of total assets at end of year2010-12-31$141,445,633
Value of total assets at beginning of year2010-12-31$125,373,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$203,970
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$13,461
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$133,510
Liabilities. Value of operating payables at end of year2010-12-31$203,970
Liabilities. Value of operating payables at beginning of year2010-12-31$260,712
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$16,129,063
Value of net assets at end of year (total assets less liabilities)2010-12-31$141,241,663
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$125,112,600
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$56,999
Value of interest in master investment trust accounts at end of year2010-12-31$135,801,217
Value of interest in master investment trust accounts at beginning of year2010-12-31$115,373,312
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$8,144,416
Employer contributions (assets) at end of year2010-12-31$5,644,416
Employer contributions (assets) at beginning of year2010-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,413,913
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2010-12-31132781641
2009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup