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LOCKHEED MARTIN CORPORATION

EIN 52-1893632-defense & space-Latest filing 2024
Plans
20
Retirement
12
$79.70B assets
Welfare
8
$381.7M premiums
Participants
579,720
6801 ROCKLEDGE DRIVE, CCT-224 - BETHESDA, MD 20817863-647-0370lockheedmartin.comLinkedIn10001+ employeesdefense & space
Plans on this EIN
20 filings
#017ESOP-$51.45B - 145,243 part#001TraditionalDB-$18.27B - 82,940 part#068CashBalance-$3.20B - 32,708 part#055ESOP-$2.99B - 21,694 part#018ESOP-$1.17B - 9,718 part#012TraditionalDB-$988.7M - 9,288 part#067TraditionalDB-$908.0M - 5,572 part#033ESOP-$389.2M - 4,050 part#019ESOP-$283.6M - 12,319 part#021ESOP-$26.3M - 4,005 part#020ESOP-$16.4M - 1,658 part#052TraditionalDB-$10.7M - 177 part#594Mixed-$352.9M - 105,920 lives#591Mixed-$22.7M - 743 lives#501Mixed-$3.1M - 3,340 lives#512Mixed-$3.0M - 3,142 lives#513Self Funded-0 lives#570Self Funded-0 lives#585Self Funded-0 lives#586Self Funded-0 lives

Retirement portfolio analytics

12 plans aggregated / $79.70B assets / 329,372 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CORPORATION SALARIED Savings (#017)65%
  • EMPLOYEE RETIREMENT PROGRAM (#001)23%
  • CERTAIN REPRESENTED EMPLOYEES (#068)4%
  • FOR BARGAINING EMPLOYEES (#055)4%
  • SAVINGS PLAN PLUS (#018)1%
  • +3 more
Total $79.70BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION SALARIED Savings (#017)145,243
  • EMPLOYEE RETIREMENT PROGRAM (#001)82,940
  • CERTAIN REPRESENTED EMPLOYEES (#068)32,708
  • FOR BARGAINING EMPLOYEES (#055)21,694
  • CAPITAL ACCUMULATION PLAN (#019)12,319
  • SAVINGS PLAN PLUS (#018)9,718
  • +6 more
Total 329,372Click row to drill in

Benefits portfolio analytics

8 plans / $381.7M premiums / 113,145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$156.4M
  • Other$34.1M
  • Short-term disability$25.2M
  • Long-term disability$15.4M
  • Vision$15.1M
  • Dental$2.0M
  • +1 more
Total $381.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA37%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • BLUE CROSS OF CALIFORNIA11%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
  • +3 more
Total $381.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • MERCER HEALTH AND BENEFITS, LLC33%
  • CONDUENT HR CONSULTING LLC27%
  • BUCK GLOBAL LLC26%
  • MARSH & MCLENNAN AGENCY LLC14%
Total $9.4M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#017

LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN

ESOP

Assets$51.45B
Participants145,243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAM

TraditionalDB

Assets$18.27B
Participants82,940
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#068

RETIREMENT PLAN FOR CERTAIN REPRESENTED EMPLOYEES

CashBalance

Assets$3.20B
Participants32,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#055

LOCKHEED MARTIN CORPORATION PERFORMANCE SHARING PLAN FOR BARGAINING EMPLOYEES

ESOP

Assets$2.99B
Participants21,694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018

LOCKHEED MARTIN CORPORATION HOURLY EMPLOYEE SAVINGS PLAN PLUS

ESOP

Assets$1.17B
Participants9,718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

LOCKHEED MARTIN CORPORATION PENSION PLAN FOR SPECIFIED RETIREES

TraditionalDB

Assets$988.7M
Participants9,288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#067

LOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITS

TraditionalDB

Assets$908.0M
Participants5,572
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

LOCKHEED MARTIN CORPORATION OPERATIONS SUPPORT SAVINGS PLAN

ESOP

Assets$389.2M
Participants4,050
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN

ESOP

Assets$283.6M
Participants12,319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

LOCKHEED MARTIN CORPORATION BASIC BENEFIT PLAN FOR HOURLY EMPLOYEES

ESOP

Assets$26.3M
Participants4,005
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020

LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EES

ESOP

Assets$16.4M
Participants1,658
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#052

LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICO

TraditionalDB

Assets$10.7M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#594

LOCKHEED MARTIN GROUP BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$352.9M
Covered lives105,920
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#591

LOCKHEED MARTIN CORPORATION GROUP INSURANCE PLAN FOR RETIRED EMPLOYEES

Mixed - KAISER FOUNDATION HEALTH PLAN OF COLORADO

Premiums$22.7M
Covered lives743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LOCKHEED MARTIN GROUP INSURANCE PLAN FOR AEROSPACE EMPLOYEES

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.1M
Covered lives3,340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

LOCKHEED MARTIN CORPORATION GROUP INSURANCE PLAN FOR EMPLOYEES OF TRANSFERRED GE OPS IN THE BARGAINING UNIT

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.0M
Covered lives3,142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

LOCKHEED MARTIN CORPORATION VOLUNTARY SEPARATION INCENTIVE PROGRAM FOR CERTAIN REPRESENTED EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#570

LOCKHEED MARTIN CORPORATION JOB AND INCOME SECURITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#585

LOCKHEED MARTIN SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#586

LOCKHEED MARTIN OPERATIONS SUPPORT, INC. SEVERANCE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans12

Plan #NameTypeAssetsParticipantsLatest year
017LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLANESOP$51.45B145,2432024
001LOCKHEED MARTIN CORPORATION SALARIED EMPLOYEE RETIREMENT PROGRAMTraditionalDB$18.27B82,9402024
068RETIREMENT PLAN FOR CERTAIN REPRESENTED EMPLOYEESCashBalance$3.20B32,7082024
055LOCKHEED MARTIN CORPORATION PERFORMANCE SHARING PLAN FOR BARGAINING EMPLOYEESESOP$2.99B21,6942024
018LOCKHEED MARTIN CORPORATION HOURLY EMPLOYEE SAVINGS PLAN PLUSESOP$1.17B9,7182024
012LOCKHEED MARTIN CORPORATION PENSION PLAN FOR SPECIFIED RETIREESTraditionalDB$988.7M9,2882024
067LOCKHEED MARTIN CORPORATION PENSION PLAN FOR EMPLOYEES IN PARTICIPATING BARGAINING UNITSTraditionalDB$908.0M5,5722024
033LOCKHEED MARTIN CORPORATION OPERATIONS SUPPORT SAVINGS PLANESOP$389.2M4,0502024
019LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLANESOP$283.6M12,3192024
021LOCKHEED MARTIN CORPORATION BASIC BENEFIT PLAN FOR HOURLY EMPLOYEESESOP$26.3M4,0052024
020LOCKHEED MARTIN CORPORATION CAPITAL ACCUMULATION PLAN FOR HOURLY EESESOP$16.4M1,6582024
052LOCKHEED MARTIN CORPORATION NEW RETIREMENT INCOME PLAN FOR EMPLOYEES IN PUERTO RICOTraditionalDB$10.7M1772024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
594LOCKHEED MARTIN GROUP BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$352.9M105,9202024
591LOCKHEED MARTIN CORPORATION GROUP INSURANCE PLAN FOR RETIRED EMPLOYEESMixedKAISER FOUNDATION HEALTH PLAN OF COLORADO$22.7M7432024
501LOCKHEED MARTIN GROUP INSURANCE PLAN FOR AEROSPACE EMPLOYEESMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.1M3,3402024
512LOCKHEED MARTIN CORPORATION GROUP INSURANCE PLAN FOR EMPLOYEES OF TRANSFERRED GE OPS IN THE BARGAINING UNITMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.0M3,1422024
513LOCKHEED MARTIN CORPORATION VOLUNTARY SEPARATION INCENTIVE PROGRAM FOR CERTAIN REPRESENTED EMPLOYEESSelf Funded-$002024
570LOCKHEED MARTIN CORPORATION JOB AND INCOME SECURITY PLANSelf Funded-$002024
585LOCKHEED MARTIN SEVERANCE PLANSelf Funded-$002024
586LOCKHEED MARTIN OPERATIONS SUPPORT, INC. SEVERANCE BENEFIT PLANSelf Funded-$002024
Retirement plans
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