Plan5500

Lockheed Martin Corporation New Retirement Income Plan For Employees In Puerto Rico — 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, Lockheed Martin Corporation New Retirement Income Plan For Employees In Puerto Rico is a benefit plan reported by Lockheed Martin Corporation under EIN 52-1893632 and plan number 052. The latest loaded filing year is 2023. The filing reports 209 participants and $10,704,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lockheed Martin Corporation
EIN
52-1893632
Plan number
052
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
209
End-of-year plan assets
$10,704,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241008153123NAL0009843859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,704,476
Total liabilities (EOY)
$13,999
Net assets (EOY)
$10,690,477
Net assets (BOY)
$10,855,252

Income & contributions

Total contributions
$0
Total income / additions
$810,344

Expenses & distributions

Benefits paid
$901,374
Administrative expenses
$73,745
Total expenses
$975,119
Net increase / (decrease)
-$164,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital International, Inc.INVESTMENT MANAGEMENT$56,894not reported in the loaded dataset2023
Banco Popular De Puerto RicoTRUSTEE$22,147not reported in the loaded dataset2023

Related Form 5500 pages