2023 Form 5500 filing — Sundstrand De Puerto Rico Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925173913NAL0014758257001) for Sundstrand De Puerto Rico Pension Plan, reported by Rtx Corporation under EIN 06-0570975 and plan number 038. It reports 1,561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925173913NAL0014758257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rtx Corporation
- EIN
- 06-0570975
- Plan number
- 038
- Location
- Farmington, CT
- Participants
- 1,561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,763,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,763,499
- Employer contributions
- $3,000,000
- Total income / additions
- $6,706,258
- Benefits paid
- $923,027
- Administrative expenses
- $683,381
- Total expenses
- $1,606,408
- Net increase / (decrease)
- $5,099,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pricewaterhousecoopers | NONE | $125,000 | not reported in the loaded dataset |
| Conduent Hr Consulting, LLC | NONE | $49,507 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $7,854 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $5,426 | not reported in the loaded dataset |