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Original filing (PDF)20251009082429NAL0006286465001
LOCKHEED MARTIN CORPORATION
Form 5500
FILING_RECEIVED
LOCKHEED MARTIN CORPORATION GROUP INSURANCE PLAN FOR RETIRED EMPLOYEES
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$727.0M
Net assets (EOY)
$724.1M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 72 bps in Schedule C fees — 1102% above peer band of 6 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCKHEED MARTIN CORPORATION.
Plan sponsor
Name
LOCKHEED MARTIN CORPORATION
EIN
52-1893632
Address
6801 ROCKLEDGE DRIVE, CCT-224 · BETHESDA, MD · 20817
Phone
(863) 647-0370
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
591
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA HEALTH INC. | 23-2442048 | — | CLAIMS ADMINISTRATOR | $3.2M | — |
| CIGNA INTERNATIONAL | 23-2088429 | — | CLAIMS ADMINISTRATOR | $797K | — |
| CIGNA HEALTHCARE | 06-0303370 | — | CLAIMS ADMINISTRATOR | $735K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | CLAIMS ADMINISTRATOR | $273K | — |
| CIGNA HEALTH & LIFE INSURANCE CO. | 59-1031071 | — | CLAIMS ADMINISTRATOR | $221K | — |
Investments
2 pooled funds· $726.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LMC BENEFIT TRUST FOR BARG EMP LOCKHEED MARTIN CORPORATION · EIN 13-3507980 / PN 004 | Master Trust | $713.6M | 98.2% |
| LOCKHEED MARTIN CORP BENEFIT TRUST LOCKHEED MARTIN CORPORATION · EIN 52-1610424 / PN 003 | Master Trust | $12.5M | 1.7% |
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