Bell Helicopter Textron Master Retirement Plan — Form 5500 plan (Textron Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bell Helicopter Textron Master Retirement Plan is a benefit plan reported by Textron Inc. under EIN 05-0315468 and plan number 006. The latest loaded filing year is 2023. The filing reports 11,881 participants and $2,242,403,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Textron Inc.
- EIN
- 05-0315468
- Plan number
- 006
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 11,881
- End-of-year plan assets
- $2,242,403,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,881 | H, C | 20240711123740NAL0032926818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,242,403,648
- Total liabilities (EOY)
- $742,875
- Net assets (EOY)
- $2,241,660,773
- Net assets (BOY)
- $2,133,839,922
Income & contributions
- Total contributions
- $0
- Total income / additions
- $235,644,566
Expenses & distributions
- Benefits paid
- $120,735,716
- Administrative expenses
- $10,224,044
- Total expenses
- $130,959,760
- Net increase / (decrease)
- $104,684,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | NONE | $592,509 | not reported in the loaded dataset | 2023 |
| Textron Inc. | ADMINISTRATOR | $482,298 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson, LLC | NONE | $82,598 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $69,983 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE | $14,224 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Textron Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Fidelity Investments — Schedule C compensation
- Textron Inc. — Schedule C compensation
- Willis Towers Watson, LLC — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation