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  2. TEXTRON INC.
Sponsor portfolioTH

TEXTRON INC.

EIN 05-0315468-Manufacturing-Latest filing 2024
Plans
13
Retirement
6
$14.38B assets
Welfare
7
$45.2M premiums
Participants
165,660
40 WESTMINSTER STREET - PROVIDENCE, RI 02903401-421-2800LinkedIn11-50 employees
Plans on this EIN
13 filings
#030ESOP-$6.13B - 36,001 part#076TraditionalDB-$5.46B - 50,168 part#006TraditionalDB-$2.33B - 11,560 part#077ProfitSharing-$353.3M - 11,684 part#020TraditionalDB-$112.6M - 812 part#228TraditionalDB-$734K - 1 part#524Mixed-$21.1M - 38,024 lives#523Mixed-$19.5M - 38,024 lives#528Mixed-$2.9M - 6,353 lives#527Mixed-$1.7M - 1,166 lives#525Self Funded-0 lives#526Self Funded-0 lives#986Self Funded-0 lives

Retirement portfolio analytics

6 plans aggregated / $14.38B assets / 110,226 participants

Assets by plan

Share of aggregate retirement assets

43%top
  • TEXTRON Savings (#030)43%
  • MASTER RETIREMENT PLAN (#076)38%
  • MASTER RETIREMENT PLAN (#006)16%
  • RETIREMENT ACCOUNT PLAN (#077)2%
  • HOURLY-RATED EMPLOYEES' PENSIO... (#020)1%
  • +1 more
Total $14.38BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • FIDELITY INVESTMENTS INSTITUTIONAL55%
  • (Not disclosed)45%
Total $14.38BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MASTER RETIREMENT PLAN (#076)50,168
  • TEXTRON Savings (#030)36,001
  • RETIREMENT ACCOUNT PLAN (#077)11,684
  • MASTER RETIREMENT PLAN (#006)11,560
  • HOURLY-RATED EMPLOYEES' PENSIO... (#020)812
  • EARLY RETIREMENT PLAN (#228)1
Total 110,226Click row to drill in

Benefits portfolio analytics

7 plans / $45.2M premiums / 83,567 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$34.2M
  • Life$32.3M
  • Short-term disability$7.7M
  • Long-term disability$7.7M
  • Health$3.2M
  • Dental$1.4M
  • +1 more
Total $45.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • METROPOLITAN LIFE INSURANCE COMPANY89%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.1%
  • +3 more
Total $45.2M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES100%
Total $760K1 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$6.13B
Participants36,001
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#076

TEXTRON MASTER RETIREMENT PLAN

TraditionalDB

Assets$5.46B
Participants50,168
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$2.33B
Participants11,560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#077

TEXTRON INC RETIREMENT ACCOUNT PLAN

ProfitSharing

Assets$353.3M
Participants11,684
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$112.6M
Participants812
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$734K
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$21.1M
Covered lives38,024
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

TEXTRON BARGAINED WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$19.5M
Covered lives38,024
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528

TEXTRON RETIREE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives6,353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527

TEXTRON BENEFITS PLAN FOR CERTAIN DISCONTINUED OPERATIONS

Mixed - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC

Premiums$1.7M
Covered lives1,166
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$6.13B36,0012024
076TEXTRON MASTER RETIREMENT PLANTraditionalDB$5.46B50,1682024
006BELL HELICOPTER TEXTRON MASTER RETIREMENT PLANTraditionalDB$2.33B11,5602024
077TEXTRON INC RETIREMENT ACCOUNT PLANProfitSharing$353.3M11,6842024
020TEXTRON AUTOMOTIVE FUNCTIONAL COMPONENTS CWC DIVISION, A DIVISION OF TEXTRON INC. HOURLY-RATED EMPLOYEES' PENSION PLANTraditionalDB$112.6M8122024
228BELL HELICOPTER TEXTRON PILOTS SUPPLEMENTAL EARLY RETIREMENT PLANTraditionalDB$734K12024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
524TEXTRON NON-BARGAINED WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$21.1M38,0242024
523TEXTRON BARGAINED WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$19.5M38,0242024
528TEXTRON RETIREE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.9M6,3532024
527TEXTRON BENEFITS PLAN FOR CERTAIN DISCONTINUED OPERATIONSMixedSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC$1.7M1,1662024
525TEXTRON NON-BARGAINED MEDICAL PLANSelf Funded-$002024
526TEXTRON BARGAINED MEDICAL PLANSelf Funded-$002024
986TEXTRON FLEX BENEFITS PLANSelf Funded-$002024
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