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LOCKHEED MARTIN GROUP INSURANCE PLAN FOR RETIRED COMMERCIAL EMPLOYEES 401k Plan overview

Plan NameLOCKHEED MARTIN GROUP INSURANCE PLAN FOR RETIRED COMMERCIAL EMPLOYEES
Plan identification number 592

LOCKHEED MARTIN GROUP INSURANCE PLAN FOR RETIRED COMMERCIAL EMPLOYEES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

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 GROUP INSURANCE PLAN FOR RETIRED COMMERCIAL EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5922017-01-01ROBERT MUENINGHOFF
5922016-01-01ROBERT MUENINGHOFF
5922015-01-01ROBERT MUENINGHOFF
5922014-01-01DONALD REMSCH DONALD REMSCH2015-10-12
5922013-01-01DONALD REMSCH DONALD REMSCH2014-10-06
5922012-01-01DONALD REMSCH DONALD REMSCH2013-10-11
5922011-01-01DONALD REMSCH DONALD REMSCH2012-10-13
5922010-01-01DONALD REMSCH DONALD REMSCH2011-10-14
5922009-01-01CLARE O'CALLAGHAN CLARE O'CALLAGHAN2010-10-14

Plan Statistics for LOCKHEED MARTIN GROUP INSURANCE PLAN FOR RETIRED COMMERCIAL EMPLOYEES

401k plan membership statisitcs for LOCKHEED MARTIN GROUP INSURANCE PLAN FOR RETIRED COMMERCIAL EMPLOYEES

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01459
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01385
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01385
2016
Total participants, beginning-of-year2016-01-01502
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01459
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01459
2015
Total participants, beginning-of-year2015-01-01589
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01502
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01502
2014
Total participants, beginning-of-year2014-01-01634
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01589
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01589
2013
Total participants, beginning-of-year2013-01-01680
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01634
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01634
2012
Total participants, beginning-of-year2012-01-01759
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01680
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01680
2011
Total participants, beginning-of-year2011-01-01817
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01759
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01759
2010
Total participants, beginning-of-year2010-01-01860
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-01817
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01817
2009
Total participants, beginning-of-year2009-01-01908
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01860
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01860

Financial Data on LOCKHEED MARTIN GROUP INSURANCE PLAN FOR RETIRED COMMERCIAL EMPLOYEES

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$82,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,000
Total income from all sources (including contributions)2018-12-31$1,491,286
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,488,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,487,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,491,596
Value of total assets at end of year2018-12-31$82,407
Value of total assets at beginning of year2018-12-31$5,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$495
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$794
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$474
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$3,264
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-3,264
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
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$5,262
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$131,343
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
Contributions received in cash from employer2018-12-31$1,490,802
Employer contributions (assets) at end of year2018-12-31$82,407
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,356,184
Contract administrator fees2018-12-31$495
Liabilities. Value of benefit claims payable at end of year2018-12-31$82,407
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$9,000
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$9,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,737
Total income from all sources (including contributions)2017-12-31$1,238,904
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,481,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,480,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,227,017
Value of total assets at end of year2017-12-31$5,736
Value of total assets at beginning of year2017-12-31$260,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,049
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$63
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$805
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,311
Administrative expenses (other) incurred2017-12-31$1,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-242,825
Value of net assets at end of year (total assets less liabilities)2017-12-31$-3,264
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$239,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$5,262
Value of interest in master investment trust accounts at beginning of year2017-12-31$258,182
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$132,538
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$1,226,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,348,142
Liabilities. Value of benefit claims payable at end of year2017-12-31$9,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$20,737
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$20,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,740
Total income from all sources (including contributions)2016-12-31$1,107,862
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,693,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,692,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,077,605
Value of total assets at end of year2016-12-31$260,298
Value of total assets at beginning of year2016-12-31$854,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$658
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$336
Assets. Other investments not covered elsewhere at end of year2016-12-31$805
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$814
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,064
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,311
Administrative expenses (other) incurred2016-12-31$658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-585,352
Value of net assets at end of year (total assets less liabilities)2016-12-31$239,561
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$824,913
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
Value of interest in master investment trust accounts at end of year2016-12-31$258,182
Value of interest in master investment trust accounts at beginning of year2016-12-31$852,528
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$144,540
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
Contributions received in cash from employer2016-12-31$1,074,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,548,016
Liabilities. Value of benefit claims payable at end of year2016-12-31$20,737
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$29,740
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 transfer of assets to this plan2015-12-31$850,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27,321
Total income from all sources (including contributions)2015-12-31$625,885
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,348,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,284,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$638,976
Value of total assets at end of year2015-12-31$854,653
Value of total assets at beginning of year2015-12-31$1,724,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,393
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$119,527
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$8,590
Assets. Other investments not covered elsewhere at end of year2015-12-31$814
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$664
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,834
Administrative expenses (other) incurred2015-12-31$5,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,722,594
Value of net assets at end of year (total assets less liabilities)2015-12-31$824,913
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,697,507
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
Value of interest in master investment trust accounts at end of year2015-12-31$852,528
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,713,740
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$10,166
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
Contributions received in cash from employer2015-12-31$519,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,273,920
Contract administrator fees2015-12-31$59,234
Liabilities. Value of benefit claims payable at end of year2015-12-31$29,740
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$27,321
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 transfer of assets to this plan2014-12-31$1,550,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,512
Total income from all sources (including contributions)2014-12-31$861,057
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,341,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,268,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$610,389
Value of total assets at end of year2014-12-31$1,724,828
Value of total assets at beginning of year2014-12-31$3,649,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,103
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$246,364
Participant contributions at end of year2014-12-31$8,590
Participant contributions at beginning of year2014-12-31$5,460
Assets. Other investments not covered elsewhere at end of year2014-12-31$664
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$972
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$19
Administrative expenses (other) incurred2014-12-31$11,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,480,084
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,697,507
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,627,591
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
Value of interest in master investment trust accounts at end of year2014-12-31$1,713,740
Value of interest in master investment trust accounts at beginning of year2014-12-31$3,642,652
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$21,772
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$364,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,246,266
Contract administrator fees2014-12-31$61,664
Liabilities. Value of benefit claims payable at end of year2014-12-31$27,321
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$21,512
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 transfer of assets to this plan2013-12-31$1,700,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,032
Total income from all sources (including contributions)2013-12-31$315,476
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,760,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,644,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$307,540
Value of total assets at end of year2013-12-31$3,649,103
Value of total assets at beginning of year2013-12-31$4,385,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$116,486
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$257,540
Participant contributions at end of year2013-12-31$5,460
Participant contributions at beginning of year2013-12-31$9,335
Assets. Other investments not covered elsewhere at end of year2013-12-31$972
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$577
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$66
Administrative expenses (other) incurred2013-12-31$5,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,445,091
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,627,591
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,372,682
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
Value of interest in master investment trust accounts at end of year2013-12-31$3,642,652
Value of interest in master investment trust accounts at beginning of year2013-12-31$4,375,802
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$35,549
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$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,608,532
Contract administrator fees2013-12-31$111,021
Liabilities. Value of benefit claims payable at end of year2013-12-31$21,512
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$12,966
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 transfer of assets to this plan2012-12-31$2,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,845
Total income from all sources (including contributions)2012-12-31$874,689
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,245,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,110,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$477,344
Value of total assets at end of year2012-12-31$4,385,714
Value of total assets at beginning of year2012-12-31$4,776,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$135,317
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$253,990
Participant contributions at end of year2012-12-31$9,335
Participant contributions at beginning of year2012-12-31$17,524
Assets. Other investments not covered elsewhere at end of year2012-12-31$577
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$66
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,299
Administrative expenses (other) incurred2012-12-31$12,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,371,147
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,372,682
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,743,829
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
Value of interest in master investment trust accounts at end of year2012-12-31$4,375,802
Value of interest in master investment trust accounts at beginning of year2012-12-31$4,757,080
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$158,008
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$223,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,952,511
Contract administrator fees2012-12-31$122,945
Liabilities. Value of benefit claims payable at end of year2012-12-31$12,966
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$31,546
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 transfer of assets to this plan2011-12-31$1,800,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$60,530
Total income from all sources (including contributions)2011-12-31$650,325
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,030,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,900,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$289,441
Value of total assets at end of year2011-12-31$4,776,674
Value of total assets at beginning of year2011-12-31$5,384,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$129,841
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
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
Contributions received from participants2011-12-31$289,441
Participant contributions at end of year2011-12-31$17,524
Participant contributions at beginning of year2011-12-31$8,898
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,070
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,299
Administrative expenses (other) incurred2011-12-31$11,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,380,185
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,743,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,324,014
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
Value of interest in master investment trust accounts at end of year2011-12-31$4,757,080
Value of interest in master investment trust accounts at beginning of year2011-12-31$5,373,631
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$30,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,870,209
Contract administrator fees2011-12-31$118,305
Liabilities. Value of benefit claims payable at end of year2011-12-31$31,546
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$60,530
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 transfer of assets to this plan2010-12-31$2,100,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$60,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,587
Total income from all sources (including contributions)2010-12-31$389,654
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,291,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,161,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$253,862
Value of total assets at end of year2010-12-31$5,384,544
Value of total assets at beginning of year2010-12-31$6,148,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$129,791
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$253,862
Participant contributions at end of year2010-12-31$8,898
Participant contributions at beginning of year2010-12-31$7,955
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,579
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$874
Other income not declared elsewhere2010-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,901,602
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,324,014
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,125,616
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
Value of interest in master investment trust accounts at end of year2010-12-31$5,373,631
Value of interest in master investment trust accounts at beginning of year2010-12-31$6,137,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$30,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,131,207
Contract administrator fees2010-12-31$129,791
Liabilities. Value of benefit claims payable at end of year2010-12-31$60,530
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$22,587
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

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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9660556
Policy instance 1
Insurance contract or identification number9660556
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $75
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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