PlanOptica
Retirement plan

SUNDSTRAND DE PUERTO RICO PENSION PLAN

UNITED TECHNOLOGIES CORPORATIONEIN 06-0570975Plan #038PY 2017
Sign in to saveView 5500 PDF
4 FARM SPRINGS ROAD - FARMINGTON, CT 06032860-728-7000
Other plans on this EIN
5 filings
#017Retirement-$22.30B assets#040Retirement-$19.27B assets#001Retirement-$8.08B assets#023Retirement-$2.34B assets#014Retirement-$2.2M assets
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(860) 728-7000
Plan administrator signer
FRED DAUSSAN
Signed 10/02/2018
How to read this page

Summary metrics

Total assets (EOY)
$25.1M
-11.9% from 2016
Total participants
1,286
-7.3% from 2016
Average account balance
$0
No prior year
Annual return
13.73%
-11.37 pp from 2016

Benchmarks

See 323 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants250-999
Cohort323 peers
Snapshot2017
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $9,047
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $170,924
Admin fee / account holder
$0
median $1,335
Annual return
13.73%
median 12.91%
Overall peer rank
56th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$47.55M
Average account balance
Total assets / participants with a balance (line 6g)
$30K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
607
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
$3.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$3K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.87%
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
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

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

JAY MITCHELL, F.S.A.

TOWERS WATSON DELAWARE INC.
Enrollment #1705718
200 LIBERTY STREET
NEW YORK, NY 10281
(212) 309-3479
Signed 2018-08-08

Top hat statement on fileNQDC

Filed November 2, 2022 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
4 Farm Springs Road
Farmington, CT 06032
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (2)

  • Raytheon Technologies Corporation Executive Severance Plan1,161 emp
  • Raytheon Technologies Corporation Compensation Deferral Plan3,340 emp

Total covered: 4,501 employees

Open the filing PDF

Plan features & details

Pension benefit codes1A3C3H
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).
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.
  • 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

1 tripped
  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
KPMG LLP
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer