PlanOptica
Retirement plan

KANSAS CITY DIVISION HOURLY EMPLOYEES' PENSION PLAN

HONEYWELL INTERNATIONAL INC.EIN 22-2640650Plan #203PY 2021
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855 S. MINT STREET - CHARLOTTE, NC 28202704-627-6025
Other plans on this EIN
5 filings
#201Retirement-$20.58B assets#302Retirement-$17.23B assets#223Retirement-$1.07B assets#341Retirement-$66.4M assets#305Retirement-$17.1M assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(704) 627-6025
How to read this page

Summary metrics

Total assets (EOY)
$446.4M
-3.0% from 2016
Total participants
2,799
-3.0% from 2016
Average account balance
$0
No prior year
Annual return
6.61%
-7.74 pp from 2016

Benchmarks

See 239 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants250-999
Cohort239 peers
Snapshot2021
Participant deferral / active EE
$0
median $48
Employer contribution / active EE
$0
median $4,169
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,032,670
Admin fee / account holder
$0
median $4,266
Annual return
6.61%
median 7.58%
Overall peer rank
42nd 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

AON CONSULTING, INC.
Enrollment #2003823
P.O. BOX 6718
SOMERSET, NJ 08875
(973) 463-6164
Signed 2022-09-13

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

2 tripped
  • InformationalHigh retiree %

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

  • 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
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
CROWE LLP
Auditor EIN
350921680
Audit fees
(not subdivided)
Opinion code
Unqualified