2023 Form 5500 filing — Lockheed Martin Corporation New Retirement Income Plan For Employees In Puerto Rico
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 20241008153123NAL0009843859001) for Lockheed Martin Corporation New Retirement Income Plan For Employees In Puerto Rico, reported by Lockheed Martin Corporation under EIN 52-1893632 and plan number 052. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153123NAL0009843859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lockheed Martin Corporation
- EIN
- 52-1893632
- Plan number
- 052
- Location
- Bethesda, MD
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,704,476
- Total liabilities (EOY)
- $13,999
- Net assets (EOY)
- $10,690,477
- Total income / additions
- $810,344
- Benefits paid
- $901,374
- Administrative expenses
- $73,745
- Total expenses
- $975,119
- Net increase / (decrease)
- -$164,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital International, Inc. | INVESTMENT MANAGEMENT | $56,894 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | TRUSTEE | $22,147 | not reported in the loaded dataset |