PlanOptica
Retirement plan

SUNDSTRAND DE PUERTO RICO PENSION PLAN

RTX CORPORATIONEIN 06-0570975Plan #038PY 2024
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4 FARM SPRINGS ROAD - FARMINGTON, CT 06032781-522-3000
Other plans on this EIN
2 filings
#017Retirement-$58.65B assets#041Retirement-$41.64B assets
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(781) 522-3000
Plan administrator signer
KELLY B. LAPPIN
Signed 09/25/2025
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Summary metrics

Total assets (EOY)
$47.5M
-11.9% from 2016
Total participants
1,577
-7.3% from 2016
Average account balance
$0
No prior year
Annual return
1.87%
-11.37 pp from 2016

Benchmarks

See 189 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants250-999
Cohort189 peers
Snapshot2024
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $8,372
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
1.87%
median 2.36%
Overall peer rank
41st 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

Top 6 by compensation
ProviderService typeCompensation
CONDUENT HR CONSULTING, LLC5 years
Service code 16 · EIN 13-3954297
Consulting
$64,497
PRICEWATERHOUSECOOPERS3 years
Service code 10 · EIN 13-4008324
Accounting
$27,500
CARLOS GONZALES LAW OFFICE LLC1 year
Service code 29
4876 WINDHAVEN CT · ATLANTA, GA 303385104
Legal
$20,088
GRANT THORNTON1 year
Service code 10 · EIN 36-6055558
Accounting
$16,000
THE BANK OF NEW YORK MELLON2 years
Service code 21 · EIN 13-5160382
Bank Trustee
$13,971
WILLIS TOWERS WATSON4 years
Service code 15 · EIN 98-1261616
Recordkeeping
$10,304

Enrolled actuary

1 attachment
SB

JAY MITCHELL, F.S.A., E.A.

WILLIS TOWERS WATSON US LLC
Enrollment #2305718
200 LIBERTY STREET
NEW YORK, NY 10281
(212) 309-3479
Signed 2025-09-15

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.

Expense breakdown

Schedule H Part II
Admin total
$323K
$333 / participant
  • Trustee / custodial$14K4.3%
  • Legal$20K6.2%
  • Actuarial$10K3.2%
  • Contract admin$67K20.7%
  • Other / not subdivided$212K65.5%
% of EOY assets
0.680%
all-in expense ratio
Categories reported
4 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PRICEWATERHOUSECOOPERS
Auditor EIN
134008324
Audit fees
$43,500
Opinion code
Unqualified