# Lockheed Martin Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/lockheed-martin-corporation-521893632-591

> Lockheed Martin Corporation's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lockheed Martin Corporation

- **Sponsor EIN:** 521893632

- **Sponsor Address:** 6801 ROCKLEDGE DRIVE, CCT-224, BETHESDA, MD, 20817

- **Plan Type:** Health & Welfare

- **Plan Number:** 591

- **Total Participants:** 0

- **Total Assets:** $727.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$727.0M|$1.5M|$10.0M|

| 2023|0|$702.9M|$957,302|$10.6M|

| 2022|0|$640.2M|$12.4M|$11.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AETNA HEALTH INC.|Recordkeeper|$3,218,139|—|$3,218,139|

| CIGNA INTERNATIONAL|Recordkeeper|$797,036|—|$797,036|

| CIGNA HEALTHCARE|Recordkeeper|$734,562|—|$734,562|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$272,549|—|$272,549|

| CIGNA HEALTH & LIFE INSURANCE CO.|Recordkeeper|$221,028|—|$221,028|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,243,314

- **Estimated Expense Ratio:** 0.721% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,779,475|—|$2,779,475|—|—|

| 2023|$4,762,870|—|$4,762,870|—|—|

| 2022|$2,009,844|—|$2,009,844|—|—|

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