Rtx Savings Plan Master Trust — Form 5500 plan (Rtx Corporation)
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, Rtx Savings Plan Master Trust is a benefit plan reported by Rtx Corporation under EIN 13-2950148 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $52,403,640,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rtx Corporation
- EIN
- 13-2950148
- Plan number
- 001
- Plan type
- 4
- Location
- Farmington, CT
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $52,403,640,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240925172953NAL0026054880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,403,640,000
- Total liabilities (EOY)
- $6,863,000
- Net assets (EOY)
- $52,396,777,000
- Net assets (BOY)
- $48,592,090,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $5,400,842,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $105,569,000
- Total expenses
- $106,048,000
- Net increase / (decrease)
- $5,294,794,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential | NONE | $11,307,000 | not reported in the loaded dataset | 2023 |
| Loomis Sayles And Company, L.P. | NONE | $10,043,000 | not reported in the loaded dataset | 2023 |
| Voya Investment Management Co. | NONE | $7,895,000 | $0 | 2023 |
| Alliance Bernstein | NONE | $7,874,000 | $0 | 2023 |
| Metlife | NONE | $7,606,000 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $7,184,000 | $0 | 2023 |
| Nationwide Mutal Insurance Co. | NONE | $7,042,000 | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insurance Co | NONE | $6,261,000 | not reported in the loaded dataset | 2023 |
| Equiable Financial Life Insurance | NONE | $4,232,000 | not reported in the loaded dataset | 2023 |
| Jackson National Life Insurance Co | NONE | $3,662,000 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Co | TRUSTEE | $3,465,000 | $0 | 2023 |
| Earnest Partners | NONE | $2,996,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $2,932,000 | $0 | 2023 |
| Morningstar Investment Mgmt LLC | NONE | $2,878,000 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $1,970,000 | not reported in the loaded dataset | 2023 |
| T. Rowe Price | NONE | $1,065,000 | not reported in the loaded dataset | 2023 |
| Schroder Investment Management | NONE | $1,025,000 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | NONE | $897,000 | $0 | 2023 |
| Pershing LLC | NONE | $0 | $888,828 | 2023 |
| Newretirement Inc | NONE | $800,000 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers | NONE | $666,000 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments, LLC | NONE | $395,000 | not reported in the loaded dataset | 2023 |
| Alight Financial Solutions, LLC | NONE | $0 | $392,883 | 2023 |
| Invesco Advisers Inc | NONE | $334,000 | $0 | 2023 |
| Bridgewater Associates, Lp | NONE | $231,000 | $0 | 2023 |
| Aqr Capital Management | NONE | $223,000 | not reported in the loaded dataset | 2023 |
| Partnercomm Inc. | NONE | $208,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $168,000 | not reported in the loaded dataset | 2023 |
| Caserta Concepts LLC | NONE | $115,000 | not reported in the loaded dataset | 2023 |
| Wells Capital Management | NONE | $96,000 | not reported in the loaded dataset | 2023 |
| Portfolio Management Technology | NONE | $86,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $62,000 | not reported in the loaded dataset | 2023 |
| Social Finance, Inc. | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Fiducia Optime, LLC | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Alirt Insurance Research | NONE | $53,000 | not reported in the loaded dataset | 2023 |
| Cannex | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Tiger Express | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Amaces Inc. | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Land Graphics | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rtx Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Farmington, CT
- Prudential — Schedule C compensation
- Loomis Sayles And Company, L.P. — Schedule C compensation
- Voya Investment Management Co. — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Metlife — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Nationwide Mutal Insurance Co. — Schedule C compensation
- Lincoln National Life Insurance Co — Schedule C compensation
- Equiable Financial Life Insurance — Schedule C compensation
- Jackson National Life Insurance Co — Schedule C compensation
- State Street Bank And Trust Co — Schedule C compensation
- Earnest Partners — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Newretirement Inc — Schedule C compensation
- Pricewaterhousecoopers — Schedule C compensation
- Allspring Global Investments, LLC — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation
- Invesco Advisers Inc — Schedule C compensation
- Bridgewater Associates, Lp — Schedule C compensation
- Aqr Capital Management — Schedule C compensation
- Partnercomm Inc. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Caserta Concepts LLC — Schedule C compensation
- Wells Capital Management — Schedule C compensation
- Portfolio Management Technology — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Social Finance, Inc. — Schedule C compensation
- Fiducia Optime, LLC — Schedule C compensation
- Alirt Insurance Research — Schedule C compensation
- Cannex — Schedule C compensation
- Tiger Express — Schedule C compensation
- Amaces Inc. — Schedule C compensation
- Land Graphics — Schedule C compensation