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

Plan NameLOCKHEED MARTIN AEROSPACE PENSION PLAN FOR MICHOUD HOURLY EMPLOYEES IN THE BARGAINING UNIT
Plan identification number 057

LOCKHEED MARTIN AEROSPACE PENSION PLAN FOR MICHOUD HOURLY EMPLOYEES IN THE BARGAINING UNIT Benefits

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

401k Sponsoring company profile

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

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

Additional information about LOCKHEED MARTIN CORPORATION

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

More information about LOCKHEED MARTIN CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHEED MARTIN AEROSPACE PENSION PLAN FOR MICHOUD HOURLY EMPLOYEES IN THE BARGAINING UNIT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0572017-01-01ROBERT MUENINGHOFF
0572016-01-01ROBERT MUENINGHOFF
0572015-01-01ROBERT MUENINGHOFF
0572014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
0572013-01-01DONALD REMSCH DONALD REMSCH2014-10-13
0572012-01-01DONALD REMSCH DONALD REMSCH2013-10-11
0572010-01-01DONALD REMSCH DONALD REMSCH2011-10-14
0572009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12
0572009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12

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

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

Measure Date Value
2017
Total participants, beginning-of-year2017-01-011,269
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-01764
Number of other retired or separated participants entitled to future benefits2017-01-01321
Total of all active and inactive participants2017-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01154
Total participants2017-01-011,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-011,280
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-01756
Number of other retired or separated participants entitled to future benefits2016-01-01344
Total of all active and inactive participants2016-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01154
Total participants2016-01-011,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-011,293
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-01740
Number of other retired or separated participants entitled to future benefits2015-01-01372
Total of all active and inactive participants2015-01-011,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01148
Total participants2015-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-011,426
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-01717
Number of other retired or separated participants entitled to future benefits2014-01-01410
Total of all active and inactive participants2014-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01145
Total participants2014-01-011,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-011,496
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-01682
Number of other retired or separated participants entitled to future benefits2013-01-01595
Total of all active and inactive participants2013-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01126
Total participants2013-01-011,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-011,535
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-01666
Number of other retired or separated participants entitled to future benefits2012-01-01687
Total of all active and inactive participants2012-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01118
Total participants2012-01-011,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010
Total participants, beginning-of-year2010-01-011,521
Total number of active participants reported on line 7a of the Form 55002010-01-0157
Number of retired or separated participants receiving benefits2010-01-01576
Number of other retired or separated participants entitled to future benefits2010-01-01836
Total of all active and inactive participants2010-01-011,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0195
Total participants2010-01-011,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009
Total participants, beginning-of-year2009-01-011,635
Total number of active participants reported on line 7a of the Form 55002009-01-01484
Number of retired or separated participants receiving benefits2009-01-01457
Number of other retired or separated participants entitled to future benefits2009-01-01494
Total of all active and inactive participants2009-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0186
Total participants2009-01-011,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01102

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

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$116,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$123,012
Total income from all sources (including contributions)2018-12-31$-7,337,329
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,209,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,092,513
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$124,771,429
Value of total assets at beginning of year2018-12-31$142,324,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$116,537
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$13,761
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$3,815
Liabilities. Value of operating payables at end of year2018-12-31$116,537
Liabilities. Value of operating payables at beginning of year2018-12-31$123,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,546,379
Value of net assets at end of year (total assets less liabilities)2018-12-31$124,654,892
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$142,201,271
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$93,794
Value of interest in master investment trust accounts at end of year2018-12-31$124,771,429
Value of interest in master investment trust accounts at beginning of year2018-12-31$129,324,283
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$13,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,092,513
Contract administrator fees2018-12-31$8,982
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$123,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$119,724
Total income from all sources (including contributions)2017-12-31$27,652,354
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,045,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,922,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,000,000
Value of total assets at end of year2017-12-31$142,324,283
Value of total assets at beginning of year2017-12-31$124,714,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$123,012
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$13,464
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$3,815
Liabilities. Value of operating payables at end of year2017-12-31$123,012
Liabilities. Value of operating payables at beginning of year2017-12-31$119,724
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$17,606,858
Value of net assets at end of year (total assets less liabilities)2017-12-31$142,201,271
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$124,594,413
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$94,566
Value of interest in master investment trust accounts at end of year2017-12-31$129,324,283
Value of interest in master investment trust accounts at beginning of year2017-12-31$124,714,137
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$13,000,000
Employer contributions (assets) at end of year2017-12-31$13,000,000
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$9,922,484
Contract administrator fees2017-12-31$14,982
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$119,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$107,325
Total income from all sources (including contributions)2016-12-31$5,680,237
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,177,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,057,555
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$124,714,137
Value of total assets at beginning of year2016-12-31$129,198,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,724
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$13,266
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$119,724
Liabilities. Value of operating payables at beginning of year2016-12-31$107,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,497,042
Value of net assets at end of year (total assets less liabilities)2016-12-31$124,594,413
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$129,091,455
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$92,724
Value of interest in master investment trust accounts at end of year2016-12-31$124,714,137
Value of interest in master investment trust accounts at beginning of year2016-12-31$129,198,780
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$10,057,555
Contract administrator fees2016-12-31$13,734
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$107,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$142,850
Total income from all sources (including contributions)2015-12-31$-2,072,981
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,780,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,672,927
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$129,198,780
Value of total assets at beginning of year2015-12-31$141,087,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$107,325
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,266
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$107,325
Liabilities. Value of operating payables at beginning of year2015-12-31$142,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,853,233
Value of net assets at end of year (total assets less liabilities)2015-12-31$129,091,455
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$140,944,688
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$80,093
Value of interest in master investment trust accounts at end of year2015-12-31$129,198,780
Value of interest in master investment trust accounts at beginning of year2015-12-31$141,087,538
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$9,672,927
Contract administrator fees2015-12-31$13,966
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$142,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$99,076
Total income from all sources (including contributions)2014-12-31$8,846,777
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,982,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,840,074
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$141,087,538
Value of total assets at beginning of year2014-12-31$144,179,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$142,850
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$21,519
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$142,850
Liabilities. Value of operating payables at beginning of year2014-12-31$99,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,136,147
Value of net assets at end of year (total assets less liabilities)2014-12-31$140,944,688
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$144,080,835
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$99,532
Value of interest in master investment trust accounts at end of year2014-12-31$141,087,538
Value of interest in master investment trust accounts at beginning of year2014-12-31$141,979,911
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$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,840,074
Contract administrator fees2014-12-31$21,799
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$99,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$99,869
Total income from all sources (including contributions)2013-12-31$10,588,098
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,108,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,009,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,200,000
Value of total assets at end of year2013-12-31$144,179,911
Value of total assets at beginning of year2013-12-31$142,700,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,076
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$12,966
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$43,213
Liabilities. Value of operating payables at end of year2013-12-31$99,076
Liabilities. Value of operating payables at beginning of year2013-12-31$99,869
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$1,479,882
Value of net assets at end of year (total assets less liabilities)2013-12-31$144,080,835
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$142,600,953
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$42,897
Value of interest in master investment trust accounts at end of year2013-12-31$141,979,911
Value of interest in master investment trust accounts at beginning of year2013-12-31$140,700,822
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$2,200,000
Employer contributions (assets) at end of year2013-12-31$2,200,000
Employer contributions (assets) at beginning of year2013-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,009,140
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$99,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$94,085
Total income from all sources (including contributions)2012-12-31$40,278,151
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,851,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,751,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,000,000
Value of total assets at end of year2012-12-31$142,700,822
Value of total assets at beginning of year2012-12-31$111,268,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$99,869
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$12,774
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$46,335
Liabilities. Value of operating payables at end of year2012-12-31$99,869
Liabilities. Value of operating payables at beginning of year2012-12-31$94,085
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$31,426,831
Value of net assets at end of year (total assets less liabilities)2012-12-31$142,600,953
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$111,174,122
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$40,760
Value of interest in master investment trust accounts at end of year2012-12-31$140,700,822
Value of interest in master investment trust accounts at beginning of year2012-12-31$107,674,121
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$32,000,000
Employer contributions (assets) at end of year2012-12-31$2,000,000
Employer contributions (assets) at beginning of year2012-12-31$3,594,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,751,451
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$94,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$203,444
Total income from all sources (including contributions)2011-12-31$9,811,013
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,024,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,930,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,891,129
Value of total assets at end of year2011-12-31$111,268,207
Value of total assets at beginning of year2011-12-31$109,591,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$94,085
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$12,438
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$39,362
Liabilities. Value of operating payables at end of year2011-12-31$94,085
Liabilities. Value of operating payables at beginning of year2011-12-31$203,444
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$1,786,411
Value of net assets at end of year (total assets less liabilities)2011-12-31$111,174,122
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$109,387,711
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$42,285
Value of interest in master investment trust accounts at end of year2011-12-31$107,674,121
Value of interest in master investment trust accounts at beginning of year2011-12-31$105,061,794
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$4,891,129
Employer contributions (assets) at end of year2011-12-31$3,594,086
Employer contributions (assets) at beginning of year2011-12-31$4,529,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,930,517
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$203,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$195,026
Total income from all sources (including contributions)2010-12-31$25,867,900
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,462,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,259,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,529,361
Value of total assets at end of year2010-12-31$109,591,155
Value of total assets at beginning of year2010-12-31$90,177,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$203,444
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$12,111
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$147,236
Liabilities. Value of operating payables at end of year2010-12-31$203,444
Liabilities. Value of operating payables at beginning of year2010-12-31$195,026
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$19,405,011
Value of net assets at end of year (total assets less liabilities)2010-12-31$109,387,711
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$89,982,700
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$44,097
Value of interest in master investment trust accounts at end of year2010-12-31$105,061,794
Value of interest in master investment trust accounts at beginning of year2010-12-31$84,177,726
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$14,529,361
Employer contributions (assets) at end of year2010-12-31$4,529,361
Employer contributions (assets) at beginning of year2010-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,259,445
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
2010
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan 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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