PlanOptica
Retirement plan

KANSAS CITY DIVISION HOURLY EMPLOYEES' PENSION PLAN

HONEYWELL INTERNATIONAL INC.EIN 22-2640650Plan #203PY 2015
Sign in to saveView 5500 PDF
115 TABOR ROAD - MORRIS PLAINS, NJ 07950973-455-5913
Other plans on this EIN
7 filings
#201Retirement-$16.33B assets#302Retirement-$12.83B assets#223Retirement-$769.9M assets#305Retirement-$61.0M assets#341Retirement-$21.3M assets#260Retirement-$49K assets#255Retirement-$5K assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(973) 455-5913
How to read this page

Summary metrics

Total assets (EOY)
$320.3M
-3.0% from 2016
Total participants
2,980
-3.0% from 2016
Average account balance
$0
No prior year
Annual return
1.28%
-7.74 pp from 2016

Benchmarks

See 282 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants250-999
Cohort282 peers
Snapshot2015
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$11,006
median $5,193
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $82,591
Admin fee / account holder
$0
median $717
Annual return
1.28%
median -1.74%
Overall peer rank
71st percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$382.16M
Average account balance
Total assets / participants with a balance (line 6g)
$154K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,071
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
$7.00M
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$11K
Not enough data
1 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+6.06%
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

KURT F. DENLINGER

HEWITT ASSOCIATES LLC
Enrollment #1403823
400 ATRIUM DRIVE
SOMERSET, NJ 08873
(732) 302-2184
Signed 2016-06-21

Top hat statement on fileNQDC

Filed December 1, 2006 (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 codes1B3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 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
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

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
CROWE HORWATH LLP
Auditor EIN
350921680
Audit fees
(not subdivided)
Opinion code
Disclaimer