Lmc Benefit Trust For Collectively Bargained Employees — 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 Benefit Trust For Collectively Bargained Employees is a benefit plan reported by Lockheed Martin Corporation under EIN 13-3507980 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $688,894,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lockheed Martin Corporation
- EIN
- 13-3507980
- Plan number
- 004
- Plan type
- 4
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $688,894,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241006111505NAL0006963827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $688,894,714
- Total liabilities (EOY)
- $190,780
- Net assets (EOY)
- $688,703,934
- Net assets (BOY)
- $622,465,633
Income & contributions
- Total contributions
- $0
- Total income / additions
- $113,254,537
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $287,277
- Total expenses
- $287,277
- Net increase / (decrease)
- $112,967,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinebridge Investments LLC | INVESTMENT MANAGEMENT | $199,196 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Inv Adv, LLC | INVESTMENT MANAGEMENT | $40,752 | $0 | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $21,673 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | ACCOUNTING | $13,500 | not reported in the loaded dataset | 2023 |
| Northern Trust Investments, Inc. | INVESTMENT MANAGEMENT | $6,298 | 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
- Pinebridge Investments LLC — Schedule C compensation
- Columbia Mgmt Inv Adv, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Northern Trust Investments, Inc. — Schedule C compensation