Textron Inc. Master Trust — 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, Textron Inc. Master Trust is a benefit plan reported by Textron Inc. under EIN 13-3380685 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,616,271,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Textron Inc.
- EIN
- 13-3380685
- Plan number
- 001
- Plan type
- 4
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $7,616,271,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240711124237NAL0032941922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,616,271,613
- Total liabilities (EOY)
- $24,140,676
- Net assets (EOY)
- $7,592,130,937
- Net assets (BOY)
- $7,204,064,803
Income & contributions
- Total contributions
- $0
- Total income / additions
- $805,710,624
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $29,191,990
- Total expenses
- $29,191,990
- Net increase / (decrease)
- $776,518,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Core And Value Advisors, LLC | NONE | $5,788,592 | not reported in the loaded dataset | 2023 |
| Wells Capital | NONE | $2,731,125 | $0 | 2023 |
| P E Global LLC | NONE | $2,577,291 | not reported in the loaded dataset | 2023 |
| Wellington Management Company, Llp | NONE | $2,570,026 | $0 | 2023 |
| Jp Morgan Chase Bank | NONE | $2,160,434 | $0 | 2023 |
| Independent Franchise Partners | NONE | $2,045,229 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $1,828,636 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $1,568,303 | not reported in the loaded dataset | 2023 |
| Echo Street Capital Management | NONE | $1,300,207 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $924,898 | $0 | 2023 |
| Bny Mellon | NONE | $913,755 | $0 | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $848,700 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, L.L.C. | NONE | $641,493 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $528,769 | not reported in the loaded dataset | 2023 |
| Doubleline Capital, L.P. | NONE | $521,107 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Mgmt | NONE | $499,705 | $0 | 2023 |
| Palisade Capital Management | NONE | $402,038 | not reported in the loaded dataset | 2023 |
| Hood River Capital Management | NONE | $357,579 | not reported in the loaded dataset | 2023 |
| Clifton Group | NONE | $243,343 | not reported in the loaded dataset | 2023 |
| Cliffwater LLC | NONE | $228,612 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers | NONE | $213,970 | not reported in the loaded dataset | 2023 |
| Baillie Gifford And Co | NONE | $208,908 | $0 | 2023 |
| Ash Park Global | NONE | $205,149 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associate | NONE | $110,175 | not reported in the loaded dataset | 2023 |
| Dci, LLC | NONE | $75,218 | not reported in the loaded dataset | 2023 |
| Evestment Consulting | NONE | $40,227 | not reported in the loaded dataset | 2023 |
| Jackson Square | NONE | $27,467 | $0 | 2023 |
| Bloomberg Finance | NONE | $24,240 | 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
- Core And Value Advisors, LLC — Schedule C compensation
- Wells Capital — Schedule C compensation
- P E Global LLC — Schedule C compensation
- Wellington Management Company, Llp — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Independent Franchise Partners — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Echo Street Capital Management — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Nisa Investment Advisors, L.L.C. — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Doubleline Capital, L.P. — Schedule C compensation
- Centersquare Investment Mgmt — Schedule C compensation
- Palisade Capital Management — Schedule C compensation
- Hood River Capital Management — Schedule C compensation
- Clifton Group — Schedule C compensation
- Cliffwater LLC — Schedule C compensation
- Pricewaterhousecoopers — Schedule C compensation
- Baillie Gifford And Co — Schedule C compensation
- Ash Park Global — Schedule C compensation
- Parametric Portfolio Associate — Schedule C compensation
- Dci, LLC — Schedule C compensation
- Evestment Consulting — Schedule C compensation
- Jackson Square — Schedule C compensation
- Bloomberg Finance — Schedule C compensation