2023 Form 5500 filing — Lmc Defined Contribution Master Trust
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 20241009145032NAL0018574737001) for Lmc Defined Contribution Master Trust, reported by Lockheed Martin Corporation under EIN 04-3321934 and plan number 002. 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
- 20241009145032NAL0018574737001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Lockheed Martin Corporation
- EIN
- 04-3321934
- Plan number
- 002
- 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)
- $51,801,127,020
- Total liabilities (EOY)
- $174,222,596
- Net assets (EOY)
- $51,626,904,424
- Total income / additions
- $5,176,572,283
- Benefits paid
- $0
- Administrative expenses
- $57,293,168
- Total expenses
- $57,293,168
- Net increase / (decrease)
- $5,119,279,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Ins Co | RECORDKEEPER | $17,282,705 | $0 |
| Lockheed Martin Corporation Lmimco | EMPLOYER | $3,972,213 | $5,162 |
| Artisan Partners Limited | INVESTMENT MANAGEMENT | $3,343,503 | $0 |
| Select Equity Group, L.P. | INVESTMENT MANAGEMENT | $2,636,584 | $0 |
| State Street Bank & Trust Co | TRUSTEE | $1,799,835 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | INVESTMENT MANAGEMENT | $1,796,187 | $0 |
| Alliancebernstein Lp | ADMINISTRATOR | $1,767,102 | $0 |
| Polaris Capital Management, LLC | INVESTMENT MANAGEMENT | $1,262,730 | not reported in the loaded dataset |
| Oaktree Capital Management Lp | INVESTMENT MANAGEMENT | $1,233,939 | not reported in the loaded dataset |
| Arrowstreet Capital, Limited | INVESTMENT MANAGEMENT | $1,222,983 | $0 |
| Loomis Sayles & Co | INVESTMENT MANAGEMENT | $1,075,442 | not reported in the loaded dataset |
| Tt International Asset Management | INVESTMENT MANAGEMENT | $1,067,689 | $0 |
| Eastspring Investments | INVESTMENT MANAGEMENT | $962,726 | $0 |
| State Street Global Advisors Trust | INVESTMENT MANAGEMENT | $851,333 | not reported in the loaded dataset |
| Bls Capital | INVESTMENT MANAGEMENT | $486,711 | $204,752 |
| Mar Vista Investment Partners LLC | INVESTMENT MANAGEMENT | $644,469 | $0 |
| Northern Trust Investments, Inc | INVESTMENT MANAGEMENT | $592,968 | not reported in the loaded dataset |
| T. Rowe Price Associates, Inc. | INVESTMENT MANAGEMENT | $591,291 | $0 |
| Wellington Management Co | INVESTMENT MANAGEMENT | $558,411 | $0 |
| Aristotle Capital Management, LLC | INVESTMENT MANAGEMENT | $516,707 | $0 |
| Mitchell & Titus Llp | AUDITING | $504,523 | not reported in the loaded dataset |
| Trinity Street Asset Management | INVESTMENT MANAGEMENT | $498,784 | $0 |
| Columbia Management Investment Adv | INVESTMENT MANAGEMENT | $494,729 | $0 |
| Robeco | INVESTMENT MANAGEMENT | $487,354 | $0 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $444,093 | $0 |
| Van Berkom And Associates, Inc. | INVESTMENT MANAGEMENT | $395,325 | not reported in the loaded dataset |
| Axiom Investors LLC | INVESTMENT MANAGEMENT | $388,277 | $0 |
| Ninety One North America, Inc. | INVESTMENT MANAGEMENT | $308,942 | not reported in the loaded dataset |
| Vulcan Value Partners, LLC | INVESTMENT MANAGEMENT | $296,030 | $0 |
| Jacob Levy Equity Management | INVESTMENT MANAGEMENT | $276,000 | $0 |
| Westfield Capital Management Co Lp | INVESTMENT MANAGEMENT | $270,464 | $0 |
| Neuberger Berman, LLC | INVESTMENT MANAGEMENT | $237,327 | $0 |
| Bloomberg Finance Lp | INVESTMENT RESEARCH | $180,478 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | INVESTMENT MANAGEMENT | $176,157 | not reported in the loaded dataset |
| Pacific Investment Management Compa | INVESTMENT MANAGEMENT | $157,163 | $0 |
| Comgest Asset Management | INVESTMENT MANAGEMENT | $147,134 | not reported in the loaded dataset |
| Factset Research Systems Inc | OTHER FEES | $115,467 | not reported in the loaded dataset |
| Kpmg Llp | ACCOUNTING | $86,250 | not reported in the loaded dataset |
| Bsr & Co Llp | CONSULTING | $72,565 | not reported in the loaded dataset |
| Rays Capital Partners Limited | INVESTMENT MANAGEMENT | $66,449 | $0 |
| Willkie Farr & Gallagher Llp | LEGAL SERVICES | $62,575 | not reported in the loaded dataset |
| Abel Noser Solutions LLC | CONSULTING | $48,833 | not reported in the loaded dataset |
| K&L Gates | LEGAL SERVICES | $40,324 | not reported in the loaded dataset |
| Akerman Llp | LEGAL SERVICES | $30,638 | not reported in the loaded dataset |
| Hueler Investment Services, Inc. | CONSULTING | $25,000 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | CONSULTING/FORM 5500 | $20,264 | not reported in the loaded dataset |
| Evestment Alliance LLC | SOFTWARE | $14,054 | not reported in the loaded dataset |
| Bca Research Inc | INVESTMENT CONSULTING | $10,968 | not reported in the loaded dataset |
| Clearbrook Investment Consulting Ll | CONSULTING | $10,000 | not reported in the loaded dataset |
| Charles Schwab | INVESTMENT MANAGEMENT | $8,152 | $1,649 |
| Schulte Roth & Zabel Llp | LEGAL SERVICES | $7,269 | not reported in the loaded dataset |
| Financial Recovery Technologies LLC | CONSULTING | $7,251 | not reported in the loaded dataset |
| Starcompliance LLC | OTHER FEES | $6,476 | not reported in the loaded dataset |
| Morningstar, Inc. | ADMINISTRATOR CONSULTANT | $5,459 | not reported in the loaded dataset |