Lmc Defined Contribution Master Trust — Form 5500 plan (Lockheed Martin Corporation)
Plain-English plan 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, Lmc Defined Contribution Master Trust is a benefit plan reported by Lockheed Martin Corporation under EIN 04-3321934 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $51,801,127,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lockheed Martin Corporation
- EIN
- 04-3321934
- Plan number
- 002
- Plan type
- 4
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $51,801,127,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241009145032NAL0018574737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,801,127,020
- Total liabilities (EOY)
- $174,222,596
- Net assets (EOY)
- $51,626,904,424
- Net assets (BOY)
- $47,726,809,599
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,176,572,283
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $57,293,168
- Total expenses
- $57,293,168
- Net increase / (decrease)
- $5,119,279,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Ins Co | RECORDKEEPER | $17,282,705 | $0 | 2023 |
| Lockheed Martin Corporation Lmimco | EMPLOYER | $3,972,213 | $5,162 | 2023 |
| Artisan Partners Limited | INVESTMENT MANAGEMENT | $3,343,503 | $0 | 2023 |
| Select Equity Group, L.P. | INVESTMENT MANAGEMENT | $2,636,584 | $0 | 2023 |
| State Street Bank & Trust Co | TRUSTEE | $1,799,835 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc. | INVESTMENT MANAGEMENT | $1,796,187 | $0 | 2023 |
| Alliancebernstein Lp | ADMINISTRATOR | $1,767,102 | $0 | 2023 |
| Polaris Capital Management, LLC | INVESTMENT MANAGEMENT | $1,262,730 | not reported in the loaded dataset | 2023 |
| Oaktree Capital Management Lp | INVESTMENT MANAGEMENT | $1,233,939 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital, Limited | INVESTMENT MANAGEMENT | $1,222,983 | $0 | 2023 |
| Loomis Sayles & Co | INVESTMENT MANAGEMENT | $1,075,442 | not reported in the loaded dataset | 2023 |
| Tt International Asset Management | INVESTMENT MANAGEMENT | $1,067,689 | $0 | 2023 |
| Eastspring Investments | INVESTMENT MANAGEMENT | $962,726 | $0 | 2023 |
| State Street Global Advisors Trust | INVESTMENT MANAGEMENT | $851,333 | not reported in the loaded dataset | 2023 |
| Bls Capital | INVESTMENT MANAGEMENT | $486,711 | $204,752 | 2023 |
| Mar Vista Investment Partners LLC | INVESTMENT MANAGEMENT | $644,469 | $0 | 2023 |
| Northern Trust Investments, Inc | INVESTMENT MANAGEMENT | $592,968 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | INVESTMENT MANAGEMENT | $591,291 | $0 | 2023 |
| Wellington Management Co | INVESTMENT MANAGEMENT | $558,411 | $0 | 2023 |
| Aristotle Capital Management, LLC | INVESTMENT MANAGEMENT | $516,707 | $0 | 2023 |
| Mitchell & Titus Llp | AUDITING | $504,523 | not reported in the loaded dataset | 2023 |
| Trinity Street Asset Management | INVESTMENT MANAGEMENT | $498,784 | $0 | 2023 |
| Columbia Management Investment Adv | INVESTMENT MANAGEMENT | $494,729 | $0 | 2023 |
| Robeco | INVESTMENT MANAGEMENT | $487,354 | $0 | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $444,093 | $0 | 2023 |
| Van Berkom And Associates, Inc. | INVESTMENT MANAGEMENT | $395,325 | not reported in the loaded dataset | 2023 |
| Axiom Investors LLC | INVESTMENT MANAGEMENT | $388,277 | $0 | 2023 |
| Ninety One North America, Inc. | INVESTMENT MANAGEMENT | $308,942 | not reported in the loaded dataset | 2023 |
| Vulcan Value Partners, LLC | INVESTMENT MANAGEMENT | $296,030 | $0 | 2023 |
| Jacob Levy Equity Management | INVESTMENT MANAGEMENT | $276,000 | $0 | 2023 |
| Westfield Capital Management Co Lp | INVESTMENT MANAGEMENT | $270,464 | $0 | 2023 |
| Neuberger Berman, LLC | INVESTMENT MANAGEMENT | $237,327 | $0 | 2023 |
| Bloomberg Finance Lp | INVESTMENT RESEARCH | $180,478 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | INVESTMENT MANAGEMENT | $176,157 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Compa | INVESTMENT MANAGEMENT | $157,163 | $0 | 2023 |
| Comgest Asset Management | INVESTMENT MANAGEMENT | $147,134 | not reported in the loaded dataset | 2023 |
| Factset Research Systems Inc | OTHER FEES | $115,467 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | ACCOUNTING | $86,250 | not reported in the loaded dataset | 2023 |
| Bsr & Co Llp | CONSULTING | $72,565 | not reported in the loaded dataset | 2023 |
| Rays Capital Partners Limited | INVESTMENT MANAGEMENT | $66,449 | $0 | 2023 |
| Willkie Farr & Gallagher Llp | LEGAL SERVICES | $62,575 | not reported in the loaded dataset | 2023 |
| Abel Noser Solutions LLC | CONSULTING | $48,833 | not reported in the loaded dataset | 2023 |
| K&L Gates | LEGAL SERVICES | $40,324 | not reported in the loaded dataset | 2023 |
| Akerman Llp | LEGAL SERVICES | $30,638 | not reported in the loaded dataset | 2023 |
| Hueler Investment Services, Inc. | CONSULTING | $25,000 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services | CONSULTING/FORM 5500 | $20,264 | not reported in the loaded dataset | 2023 |
| Evestment Alliance LLC | SOFTWARE | $14,054 | not reported in the loaded dataset | 2023 |
| Bca Research Inc | INVESTMENT CONSULTING | $10,968 | not reported in the loaded dataset | 2023 |
| Clearbrook Investment Consulting Ll | CONSULTING | $10,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab | INVESTMENT MANAGEMENT | $8,152 | $1,649 | 2023 |
| Schulte Roth & Zabel Llp | LEGAL SERVICES | $7,269 | not reported in the loaded dataset | 2023 |
| Financial Recovery Technologies LLC | CONSULTING | $7,251 | not reported in the loaded dataset | 2023 |
| Starcompliance LLC | OTHER FEES | $6,476 | not reported in the loaded dataset | 2023 |
| Morningstar, Inc. | ADMINISTRATOR CONSULTANT | $5,459 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lockheed Martin Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Great West Life & Annuity Ins Co — Schedule C compensation
- Lockheed Martin Corporation Lmimco — Schedule C compensation
- Artisan Partners Limited — Schedule C compensation
- Select Equity Group, L.P. — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Polaris Capital Management, LLC — Schedule C compensation
- Oaktree Capital Management Lp — Schedule C compensation
- Arrowstreet Capital, Limited — Schedule C compensation
- Loomis Sayles & Co — Schedule C compensation
- Tt International Asset Management — Schedule C compensation
- Eastspring Investments — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Bls Capital — Schedule C compensation
- Mar Vista Investment Partners LLC — Schedule C compensation
- Northern Trust Investments, Inc — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Wellington Management Co — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- Mitchell & Titus Llp — Schedule C compensation
- Trinity Street Asset Management — Schedule C compensation
- Columbia Management Investment Adv — Schedule C compensation
- Robeco — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Van Berkom And Associates, Inc. — Schedule C compensation
- Axiom Investors LLC — Schedule C compensation
- Ninety One North America, Inc. — Schedule C compensation
- Vulcan Value Partners, LLC — Schedule C compensation
- Jacob Levy Equity Management — Schedule C compensation
- Westfield Capital Management Co Lp — Schedule C compensation
- Neuberger Berman, LLC — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Pacific Investment Management Compa — Schedule C compensation
- Comgest Asset Management — Schedule C compensation
- Factset Research Systems Inc — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Bsr & Co Llp — Schedule C compensation
- Rays Capital Partners Limited — Schedule C compensation
- Willkie Farr & Gallagher Llp — Schedule C compensation
- Abel Noser Solutions LLC — Schedule C compensation
- K&L Gates — Schedule C compensation
- Akerman Llp — Schedule C compensation
- Hueler Investment Services, Inc. — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Bca Research Inc — Schedule C compensation
- Clearbrook Investment Consulting Ll — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Financial Recovery Technologies LLC — Schedule C compensation
- Starcompliance LLC — Schedule C compensation
- Morningstar, Inc. — Schedule C compensation