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  2. TEXTRON INC.
Sponsor portfolioTH

TEXTRON INC.

EIN 05-0315468-Manufacturing-Latest filing 2025
Plans
13
Retirement
6
$15.75B assets
Welfare
7
$43.7M premiums
Participants
161,871
40 WESTMINSTER STREET - PROVIDENCE, RI 029032525401-421-2800LinkedIn11-50 employees
Plans on this EIN
13 filings
#030ESOP-$6.82B - 35,189 part#076TraditionalDB-$5.90B - 48,782 part#006TraditionalDB-$2.51B - 11,295 part#077ProfitSharing-$388.0M - 11,068 part#020TraditionalDB-$124.9M - 768 part#228TraditionalDB-$824K - 1 part#524Mixed-$20.9M - 37,411 lives#523Mixed-$19.4M - 37,411 lives#528Mixed-$2.8M - 6,011 lives#527Mixed-$568K - 1,006 lives#525Self Funded-0 lives#526Self Funded-0 lives#986Self Funded-0 lives

Retirement portfolio analytics

6 plans aggregated / $15.75B assets / 107,103 participants

Assets by plan

Share of aggregate retirement assets

43%top
  • TEXTRON Savings (#030)43%
  • MASTER RETIREMENT PLAN (#076)37%
  • MASTER RETIREMENT PLAN (#006)16%
  • RETIREMENT ACCOUNT PLAN (#077)2%
  • HOURLY-RATED EMPLOYEES' PENSIO... (#020)1%
  • +1 more
Total $15.75BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • FIDELITY INVESTMENTS INSTITUTIONAL54%
  • (Not disclosed)46%
Total $15.75BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MASTER RETIREMENT PLAN (#076)48,782
  • TEXTRON Savings (#030)35,189
  • MASTER RETIREMENT PLAN (#006)11,295
  • RETIREMENT ACCOUNT PLAN (#077)11,068
  • HOURLY-RATED EMPLOYEES' PENSIO... (#020)768
  • EARLY RETIREMENT PLAN (#228)1
Total 107,103Click row to drill in

Benefits portfolio analytics

7 plans / $43.7M premiums / 81,839 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$35.3M
  • Life$33.3M
  • Short-term disability$6.4M
  • Long-term disability$6.4M
  • Health$2.0M
  • Dental$1.4M
  • +1 more
Total $43.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • METROPOLITAN LIFE INSURANCE COMPANY91%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.1%
  • +3 more
Total $43.7M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC100%
Total $704K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#030

TEXTRON SAVINGS PLAN

ESOP

Assets$6.82B
Participants35,189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#076

TEXTRON MASTER RETIREMENT PLAN

TraditionalDB

Assets$5.90B
Participants48,782
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

TraditionalDB

Assets$2.51B
Participants11,295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#077

TEXTRON INC RETIREMENT ACCOUNT PLAN

ProfitSharing

Assets$388.0M
Participants11,068
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020

TEXTRON AUTOMOTIVE FUNCTIONAL COMPONENTS CWC DIVISION, A DIVISION OF TEXTRON INC. HOURLY-RATED EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$124.9M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#228

BELL HELICOPTER TEXTRON PILOTS SUPPLEMENTAL EARLY RETIREMENT PLAN

TraditionalDB

Assets$824K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#524

TEXTRON NON-BARGAINED WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$20.9M
Covered lives37,411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

TEXTRON BARGAINED WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$19.4M
Covered lives37,411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528

TEXTRON RETIREE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives6,011
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527

TEXTRON BENEFITS PLAN FOR CERTAIN DISCONTINUED OPERATIONS

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$568K
Covered lives1,006
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

TEXTRON NON-BARGAINED MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

TEXTRON BARGAINED MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#986

TEXTRON FLEX BENEFITS PLAN

Self Funded

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

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
030TEXTRON SAVINGS PLANESOP$6.82B35,1892025
076TEXTRON MASTER RETIREMENT PLANTraditionalDB$5.90B48,7822025
006BELL HELICOPTER TEXTRON MASTER RETIREMENT PLANTraditionalDB$2.51B11,2952025
077TEXTRON INC RETIREMENT ACCOUNT PLANProfitSharing$388.0M11,0682025
020TEXTRON AUTOMOTIVE FUNCTIONAL COMPONENTS CWC DIVISION, A DIVISION OF TEXTRON INC. HOURLY-RATED EMPLOYEES' PENSION PLANTraditionalDB$124.9M7682025
228BELL HELICOPTER TEXTRON PILOTS SUPPLEMENTAL EARLY RETIREMENT PLANTraditionalDB$824K12025

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
524TEXTRON NON-BARGAINED WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$20.9M37,4112025
523TEXTRON BARGAINED WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$19.4M37,4112025
528TEXTRON RETIREE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.8M6,0112025
527TEXTRON BENEFITS PLAN FOR CERTAIN DISCONTINUED OPERATIONSMixedMETROPOLITAN LIFE INSURANCE COMPANY$568K1,0062025
525TEXTRON NON-BARGAINED MEDICAL PLANSelf Funded-$002025
526TEXTRON BARGAINED MEDICAL PLANSelf Funded-$002025
986TEXTRON FLEX BENEFITS PLANSelf Funded-$002025
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