2023 Form 5500 filing — Lmc Benefit Trust For Collectively Bargained Employees
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241006111505NAL0006963827001) for Lmc Benefit Trust For Collectively Bargained Employees, reported by Lockheed Martin Corporation under EIN 13-3507980 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006111505NAL0006963827001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Lockheed Martin Corporation
- EIN
- 13-3507980
- Plan number
- 004
- Location
- Bethesda, MD
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $688,894,714
- Total liabilities (EOY)
- $190,780
- Net assets (EOY)
- $688,703,934
- Total income / additions
- $113,254,537
- Benefits paid
- $0
- Administrative expenses
- $287,277
- Total expenses
- $287,277
- Net increase / (decrease)
- $112,967,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinebridge Investments LLC | INVESTMENT MANAGEMENT | $199,196 | not reported in the loaded dataset |
| Columbia Mgmt Inv Adv, LLC | INVESTMENT MANAGEMENT | $40,752 | $0 |
| The Bank Of New York Mellon | TRUSTEE | $21,673 | not reported in the loaded dataset |
| Kpmg Llp | ACCOUNTING | $13,500 | not reported in the loaded dataset |
| Northern Trust Investments, Inc. | INVESTMENT MANAGEMENT | $6,298 | not reported in the loaded dataset |