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Retirement plan

BELL HELICOPTER TEXTRON PILOTS SUPPLEMENTAL EARLY RETIREMENT PLAN

TEXTRON INC.EIN 05-0315468Plan #228PY 2021
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40 WESTMINSTER STREET - PROVIDENCE, RI 029032525401-421-2800LinkedIn11-50 employees
Other plans on this EIN
5 filings
#076Retirement-$6.24B assets#030Retirement-$5.88B assets#006Retirement-$2.68B assets#077Retirement-$356.4M assets#020Retirement-$119.1M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(401) 421-2800
Plan administrator signer
JOYCE LAFOND
Signed 07/25/2022
How to read this page

Summary metrics

Total assets (EOY)
$624K
-6.9% from 2016
Total participants
1
+100.0% from 2016
Average account balance
$0
No prior year
Annual return
17.49%
-8.16 pp from 2016

Benchmarks

See 1,500 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants<25
Cohort1,500 peers
Snapshot2021
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $15,348
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $76,217
Admin fee / account holder
$0
median $272
Annual return
17.49%
median 7.84%
Overall peer rank
84th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$734K
Average account balance
Total assets / participants with a balance (line 6g)
$734K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
Not enough data
0 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+18.48%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

JOSEPH A GRONDIN

WILLIS TOWERS WATSON US LLC
Enrollment #2006662
26555 EVERGREEN ROAD
SUITE 1600
SOUTHFIELD, MI 48076
(248) 936-7700
Signed 2022-07-11

Top hat statement on fileNQDC

Filed December 15, 1995 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1D3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1D
    Floor-offset plan
    Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$2K
$2371 / participant
  • Other / not subdivided$2K100.0%
% of EOY assets
0.380%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-