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LOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITS 401k Plan overview

Plan NameLOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITS
Plan identification number 067

LOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0672017-01-01ROBERT MUENINGHOFF
0672016-01-01ROBERT MUENINGHOFF
0672015-01-01ROBERT MUENINGHOFF
0672014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
0672013-01-01DONALD REMSCH DONALD REMSCH2014-10-13
0672012-01-01DONALD REMSCH DONALD REMSCH2013-10-13
0672010-01-01DONALD REMSCH DONALD REMSCH2011-10-14
0672009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-12

Plan Statistics for LOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITS

401k plan membership statisitcs for LOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITS

Measure Date Value
2017
Total participants, beginning-of-year2017-01-016,316
Total number of active participants reported on line 7a of the Form 55002017-01-011,520
Number of retired or separated participants receiving benefits2017-01-012,148
Number of other retired or separated participants entitled to future benefits2017-01-012,268
Total of all active and inactive participants2017-01-015,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01349
Total participants2017-01-016,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-016,357
Total number of active participants reported on line 7a of the Form 55002016-01-011,612
Number of retired or separated participants receiving benefits2016-01-012,088
Number of other retired or separated participants entitled to future benefits2016-01-012,293
Total of all active and inactive participants2016-01-015,993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01323
Total participants2016-01-016,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-016,398
Total number of active participants reported on line 7a of the Form 55002015-01-011,747
Number of retired or separated participants receiving benefits2015-01-011,983
Number of other retired or separated participants entitled to future benefits2015-01-012,326
Total of all active and inactive participants2015-01-016,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01301
Total participants2015-01-016,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014
Total participants, beginning-of-year2014-01-016,419
Total number of active participants reported on line 7a of the Form 55002014-01-011,889
Number of retired or separated participants receiving benefits2014-01-011,890
Number of other retired or separated participants entitled to future benefits2014-01-012,345
Total of all active and inactive participants2014-01-016,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01274
Total participants2014-01-016,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013
Total participants, beginning-of-year2013-01-016,453
Total number of active participants reported on line 7a of the Form 55002013-01-011,869
Number of retired or separated participants receiving benefits2013-01-011,795
Number of other retired or separated participants entitled to future benefits2013-01-012,512
Total of all active and inactive participants2013-01-016,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01243
Total participants2013-01-016,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012
Total participants, beginning-of-year2012-01-016,497
Total number of active participants reported on line 7a of the Form 55002012-01-012,210
Number of retired or separated participants receiving benefits2012-01-011,703
Number of other retired or separated participants entitled to future benefits2012-01-012,307
Total of all active and inactive participants2012-01-016,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01233
Total participants2012-01-016,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2010
Total participants, beginning-of-year2010-01-016,430
Total number of active participants reported on line 7a of the Form 55002010-01-012,457
Number of retired or separated participants receiving benefits2010-01-011,555
Number of other retired or separated participants entitled to future benefits2010-01-012,299
Total of all active and inactive participants2010-01-016,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01187
Total participants2010-01-016,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009
Total participants, beginning-of-year2009-01-016,446
Total number of active participants reported on line 7a of the Form 55002009-01-012,542
Number of retired or separated participants receiving benefits2009-01-011,479
Number of other retired or separated participants entitled to future benefits2009-01-012,233
Total of all active and inactive participants2009-01-016,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01176
Total participants2009-01-016,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on LOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITS

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$666,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$658,434
Total income from all sources (including contributions)2018-12-31$-46,678,765
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,936,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,270,529
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$811,260,753
Value of total assets at beginning of year2018-12-31$897,868,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$666,457
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$15,018
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$17,602
Liabilities. Value of operating payables at end of year2018-12-31$666,457
Liabilities. Value of operating payables at beginning of year2018-12-31$658,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-86,615,751
Value of net assets at end of year (total assets less liabilities)2018-12-31$810,594,296
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$897,210,047
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$609,846
Value of interest in master investment trust accounts at end of year2018-12-31$811,260,753
Value of interest in master investment trust accounts at beginning of year2018-12-31$787,868,481
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$110,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,270,529
Contract administrator fees2018-12-31$41,593
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$658,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$601,078
Total income from all sources (including contributions)2017-12-31$199,027,714
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$36,990,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,332,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$110,000,000
Value of total assets at end of year2017-12-31$897,868,481
Value of total assets at beginning of year2017-12-31$735,773,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$658,434
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$14,694
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$17,602
Liabilities. Value of operating payables at end of year2017-12-31$658,434
Liabilities. Value of operating payables at beginning of year2017-12-31$601,078
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$162,037,279
Value of net assets at end of year (total assets less liabilities)2017-12-31$897,210,047
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$735,172,768
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$576,113
Value of interest in master investment trust accounts at end of year2017-12-31$787,868,481
Value of interest in master investment trust accounts at beginning of year2017-12-31$735,773,846
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$110,000,000
Employer contributions (assets) at end of year2017-12-31$110,000,000
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$36,332,001
Contract administrator fees2017-12-31$67,627
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$601,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$538,506
Total income from all sources (including contributions)2016-12-31$33,860,905
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,728,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,127,463
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$735,773,846
Value of total assets at beginning of year2016-12-31$737,578,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$601,078
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$14,478
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$601,078
Liabilities. Value of operating payables at beginning of year2016-12-31$538,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,867,636
Value of net assets at end of year (total assets less liabilities)2016-12-31$735,172,768
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$737,040,404
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$547,044
Value of interest in master investment trust accounts at end of year2016-12-31$735,773,846
Value of interest in master investment trust accounts at beginning of year2016-12-31$737,578,910
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$35,127,463
Contract administrator fees2016-12-31$39,556
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$538,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$663,005
Total income from all sources (including contributions)2015-12-31$-12,645,265
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,483,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,945,279
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$737,578,910
Value of total assets at beginning of year2015-12-31$782,832,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$538,506
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$14,478
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$538,506
Liabilities. Value of operating payables at beginning of year2015-12-31$663,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-45,129,050
Value of net assets at end of year (total assets less liabilities)2015-12-31$737,040,404
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$782,169,454
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$457,244
Value of interest in master investment trust accounts at end of year2015-12-31$737,578,910
Value of interest in master investment trust accounts at beginning of year2015-12-31$782,832,459
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$31,945,279
Contract administrator fees2015-12-31$66,784
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$663,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$444,358
Total income from all sources (including contributions)2014-12-31$47,116,932
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$31,060,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$30,397,329
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$782,832,459
Value of total assets at beginning of year2014-12-31$766,557,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$663,005
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$39,321
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$663,005
Liabilities. Value of operating payables at beginning of year2014-12-31$444,358
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$16,056,598
Value of net assets at end of year (total assets less liabilities)2014-12-31$782,169,454
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$766,112,856
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$552,261
Value of interest in master investment trust accounts at end of year2014-12-31$782,832,459
Value of interest in master investment trust accounts at beginning of year2014-12-31$739,057,214
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$27,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,397,329
Contract administrator fees2014-12-31$71,423
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$444,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$435,856
Total income from all sources (including contributions)2013-12-31$71,000,061
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,627,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,183,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,500,000
Value of total assets at end of year2013-12-31$766,557,214
Value of total assets at beginning of year2013-12-31$723,176,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$444,358
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$14,151
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$206,912
Liabilities. Value of operating payables at end of year2013-12-31$444,358
Liabilities. Value of operating payables at beginning of year2013-12-31$435,856
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$43,372,460
Value of net assets at end of year (total assets less liabilities)2013-12-31$766,112,856
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$722,740,396
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$223,295
Value of interest in master investment trust accounts at end of year2013-12-31$739,057,214
Value of interest in master investment trust accounts at beginning of year2013-12-31$689,176,252
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$27,500,000
Employer contributions (assets) at end of year2013-12-31$27,500,000
Employer contributions (assets) at beginning of year2013-12-31$34,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,183,243
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$435,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$383,530
Total income from all sources (including contributions)2012-12-31$175,544,881
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$25,030,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,594,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$132,000,000
Value of total assets at end of year2012-12-31$723,176,252
Value of total assets at beginning of year2012-12-31$572,609,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$435,856
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$13,941
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$222,267
Liabilities. Value of operating payables at end of year2012-12-31$435,856
Liabilities. Value of operating payables at beginning of year2012-12-31$383,530
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$150,514,475
Value of net assets at end of year (total assets less liabilities)2012-12-31$722,740,396
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$572,225,921
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$199,648
Value of interest in master investment trust accounts at end of year2012-12-31$689,176,252
Value of interest in master investment trust accounts at beginning of year2012-12-31$547,624,482
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$132,000,000
Employer contributions (assets) at end of year2012-12-31$34,000,000
Employer contributions (assets) at beginning of year2012-12-31$24,984,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,594,550
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$383,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$813,498
Total income from all sources (including contributions)2011-12-31$69,514,210
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$22,097,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,714,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$45,521,741
Value of total assets at end of year2011-12-31$572,609,451
Value of total assets at beginning of year2011-12-31$525,622,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$383,530
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$13,575
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$154,899
Liabilities. Value of operating payables at end of year2011-12-31$383,530
Liabilities. Value of operating payables at beginning of year2011-12-31$813,498
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$47,416,535
Value of net assets at end of year (total assets less liabilities)2011-12-31$572,225,921
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$524,809,386
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$215,056
Value of interest in master investment trust accounts at end of year2011-12-31$547,624,482
Value of interest in master investment trust accounts at beginning of year2011-12-31$498,783,576
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$45,521,741
Employer contributions (assets) at end of year2011-12-31$24,984,969
Employer contributions (assets) at beginning of year2011-12-31$26,839,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,714,145
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$813,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$860,272
Total income from all sources (including contributions)2010-12-31$96,328,464
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$23,303,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,489,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$39,839,308
Value of total assets at end of year2010-12-31$525,622,884
Value of total assets at beginning of year2010-12-31$452,644,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$813,498
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$13,218
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$590,928
Liabilities. Value of operating payables at end of year2010-12-31$813,498
Liabilities. Value of operating payables at beginning of year2010-12-31$860,272
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$73,025,152
Value of net assets at end of year (total assets less liabilities)2010-12-31$524,809,386
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$451,784,234
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$209,352
Value of interest in master investment trust accounts at end of year2010-12-31$498,783,576
Value of interest in master investment trust accounts at beginning of year2010-12-31$397,644,506
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$39,839,308
Employer contributions (assets) at end of year2010-12-31$26,839,308
Employer contributions (assets) at beginning of year2010-12-31$55,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,489,814
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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