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

Plan NameLOCKHEED MARTIN AEROSPACE PENSION PLAN FOR OCALA HOURLY EMPLOYEES IN THE BARGAINING UNIT
Plan identification number 060

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0602017-01-01ROBERT MUENINGHOFF
0602016-01-01ROBERT MUENINGHOFF
0602015-01-01ROBERT MUENINGHOFF
0602014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
0602013-01-01DONALD REMSCH DONALD REMSCH2014-10-13
0602012-01-01DONALD REMSCH DONALD REMSCH2013-10-11
0602010-01-01DONALD REMSCH DONALD REMSCH2011-10-14
0602009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-11

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

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

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01959
Total number of active participants reported on line 7a of the Form 55002017-01-01329
Number of retired or separated participants receiving benefits2017-01-01335
Number of other retired or separated participants entitled to future benefits2017-01-01252
Total of all active and inactive participants2017-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0134
Total participants2017-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-01973
Total number of active participants reported on line 7a of the Form 55002016-01-01371
Number of retired or separated participants receiving benefits2016-01-01318
Number of other retired or separated participants entitled to future benefits2016-01-01238
Total of all active and inactive participants2016-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0132
Total participants2016-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-01993
Total number of active participants reported on line 7a of the Form 55002015-01-01395
Number of retired or separated participants receiving benefits2015-01-01314
Number of other retired or separated participants entitled to future benefits2015-01-01235
Total of all active and inactive participants2015-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0129
Total participants2015-01-01973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014
Total participants, beginning-of-year2014-01-011,094
Total number of active participants reported on line 7a of the Form 55002014-01-01459
Number of retired or separated participants receiving benefits2014-01-01286
Number of other retired or separated participants entitled to future benefits2014-01-01216
Total of all active and inactive participants2014-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0132
Total participants2014-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013
Total participants, beginning-of-year2013-01-011,129
Total number of active participants reported on line 7a of the Form 55002013-01-01495
Number of retired or separated participants receiving benefits2013-01-01274
Number of other retired or separated participants entitled to future benefits2013-01-01300
Total of all active and inactive participants2013-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0125
Total participants2013-01-011,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012
Total participants, beginning-of-year2012-01-011,180
Total number of active participants reported on line 7a of the Form 55002012-01-01554
Number of retired or separated participants receiving benefits2012-01-01258
Number of other retired or separated participants entitled to future benefits2012-01-01297
Total of all active and inactive participants2012-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0120
Total participants2012-01-011,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2010
Total participants, beginning-of-year2010-01-011,021
Total number of active participants reported on line 7a of the Form 55002010-01-01578
Number of retired or separated participants receiving benefits2010-01-01226
Number of other retired or separated participants entitled to future benefits2010-01-01306
Total of all active and inactive participants2010-01-011,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0113
Total participants2010-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009
Total participants, beginning-of-year2009-01-01946
Total number of active participants reported on line 7a of the Form 55002009-01-01481
Number of retired or separated participants receiving benefits2009-01-01219
Number of other retired or separated participants entitled to future benefits2009-01-01311
Total of all active and inactive participants2009-01-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on LOCKHEED MARTIN AEROSPACE PENSION PLAN FOR OCALA 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$62,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58,392
Total income from all sources (including contributions)2018-12-31$-3,681,137
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,001,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,938,641
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$58,710,753
Value of total assets at beginning of year2018-12-31$65,388,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,555
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$12,438
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$2,773
Liabilities. Value of operating payables at end of year2018-12-31$62,555
Liabilities. Value of operating payables at beginning of year2018-12-31$58,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,682,333
Value of net assets at end of year (total assets less liabilities)2018-12-31$58,648,198
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$65,330,531
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$44,134
Value of interest in master investment trust accounts at end of year2018-12-31$58,710,753
Value of interest in master investment trust accounts at beginning of year2018-12-31$56,888,923
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$8,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,938,641
Contract administrator fees2018-12-31$5,983
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$58,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$56,657
Total income from all sources (including contributions)2017-12-31$14,608,715
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,538,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,480,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,500,000
Value of total assets at end of year2017-12-31$65,388,923
Value of total assets at beginning of year2017-12-31$53,317,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$58,392
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$12,171
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$2,773
Liabilities. Value of operating payables at end of year2017-12-31$58,392
Liabilities. Value of operating payables at beginning of year2017-12-31$56,657
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$12,069,818
Value of net assets at end of year (total assets less liabilities)2017-12-31$65,330,531
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,260,713
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$41,599
Value of interest in master investment trust accounts at end of year2017-12-31$56,888,923
Value of interest in master investment trust accounts at beginning of year2017-12-31$53,317,370
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$8,500,000
Employer contributions (assets) at end of year2017-12-31$8,500,000
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$2,480,505
Contract administrator fees2017-12-31$4,622
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$56,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$54,983
Total income from all sources (including contributions)2016-12-31$2,399,047
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,523,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,466,849
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$53,317,370
Value of total assets at beginning of year2016-12-31$53,440,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,657
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$11,991
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$56,657
Liabilities. Value of operating payables at beginning of year2016-12-31$54,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-124,459
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,260,713
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,385,172
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$39,641
Value of interest in master investment trust accounts at end of year2016-12-31$53,317,370
Value of interest in master investment trust accounts at beginning of year2016-12-31$53,440,155
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$2,466,849
Contract administrator fees2016-12-31$5,025
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$54,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$72,574
Total income from all sources (including contributions)2015-12-31$-813,879
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,244,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,189,805
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$53,440,155
Value of total assets at beginning of year2015-12-31$56,516,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,983
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$11,991
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$54,983
Liabilities. Value of operating payables at beginning of year2015-12-31$72,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,058,667
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,385,172
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$56,443,839
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$33,129
Value of interest in master investment trust accounts at end of year2015-12-31$53,440,155
Value of interest in master investment trust accounts at beginning of year2015-12-31$56,516,413
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$2,189,805
Contract administrator fees2015-12-31$9,863
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$72,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,433
Total income from all sources (including contributions)2014-12-31$9,111,044
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,698,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,625,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,000,000
Value of total assets at end of year2014-12-31$56,516,413
Value of total assets at beginning of year2014-12-31$51,076,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,574
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$19,290
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$72,574
Liabilities. Value of operating payables at beginning of year2014-12-31$45,433
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$5,412,660
Value of net assets at end of year (total assets less liabilities)2014-12-31$56,443,839
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,031,179
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$39,870
Value of interest in master investment trust accounts at end of year2014-12-31$56,516,413
Value of interest in master investment trust accounts at beginning of year2014-12-31$51,076,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,625,810
Contract administrator fees2014-12-31$13,414
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$45,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$51,592
Total income from all sources (including contributions)2013-12-31$2,914,637
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,720,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,674,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$51,076,612
Value of total assets at beginning of year2013-12-31$49,888,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,433
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$11,721
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$18,280
Liabilities. Value of operating payables at end of year2013-12-31$45,433
Liabilities. Value of operating payables at beginning of year2013-12-31$51,592
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$1,194,458
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,031,179
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,836,721
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$15,432
Value of interest in master investment trust accounts at end of year2013-12-31$51,076,612
Value of interest in master investment trust accounts at beginning of year2013-12-31$47,888,313
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
Employer contributions (assets) at end of year2013-12-31$0
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$1,674,746
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$51,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$49,930
Total income from all sources (including contributions)2012-12-31$9,932,477
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,494,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,443,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,000,000
Value of total assets at end of year2012-12-31$49,888,313
Value of total assets at beginning of year2012-12-31$41,449,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,592
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$11,547
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$26,172
Liabilities. Value of operating payables at end of year2012-12-31$51,592
Liabilities. Value of operating payables at beginning of year2012-12-31$49,930
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$8,437,479
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,836,721
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,399,242
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$13,873
Value of interest in master investment trust accounts at end of year2012-12-31$47,888,313
Value of interest in master investment trust accounts at beginning of year2012-12-31$35,228,763
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$7,000,000
Employer contributions (assets) at end of year2012-12-31$2,000,000
Employer contributions (assets) at beginning of year2012-12-31$6,220,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,443,406
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$49,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$82,234
Total income from all sources (including contributions)2011-12-31$8,361,139
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,314,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,264,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,830,614
Value of total assets at end of year2011-12-31$41,449,172
Value of total assets at beginning of year2011-12-31$34,434,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,930
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$11,244
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$24,851
Liabilities. Value of operating payables at end of year2011-12-31$49,930
Liabilities. Value of operating payables at beginning of year2011-12-31$82,234
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$7,046,546
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,399,242
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,352,696
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$13,835
Value of interest in master investment trust accounts at end of year2011-12-31$35,228,763
Value of interest in master investment trust accounts at beginning of year2011-12-31$32,926,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,830,614
Employer contributions (assets) at end of year2011-12-31$6,220,409
Employer contributions (assets) at beginning of year2011-12-31$1,508,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,264,663
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$82,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$74,055
Total income from all sources (including contributions)2010-12-31$6,224,394
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,262,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,179,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,508,796
Value of total assets at end of year2010-12-31$34,434,930
Value of total assets at beginning of year2010-12-31$29,464,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$82,234
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$10,947
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$57,467
Liabilities. Value of operating payables at end of year2010-12-31$82,234
Liabilities. Value of operating payables at beginning of year2010-12-31$74,055
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$4,962,231
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,352,696
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,390,465
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$13,820
Value of interest in master investment trust accounts at end of year2010-12-31$32,926,134
Value of interest in master investment trust accounts at beginning of year2010-12-31$27,464,520
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$2,508,796
Employer contributions (assets) at end of year2010-12-31$1,508,796
Employer contributions (assets) at beginning of year2010-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,179,929
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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