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Original filing (PDF)20251014172254NAL0003493585001
RTX CORPORATION
Form 5500
FILING_RECEIVED
RTX EMPLOYEE HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 4
100% in single holding~14628 bps in Sched C feesNo recordkeeper disclosed21 service providers
Active participants
65,987
Accounts w/ balance
—
Plan assets (EOY)
$20.7M
Net assets (EOY)
-$166.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Federated Hermes Government Obligations Fund" is 100% of plan.
- 14628 bps in Schedule C fees — 50341% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RTX CORPORATION.
Plan sponsor
Name
RTX CORPORATION
EIN
06-0570975
Address
4 FARM SPRINGS ROAD · FARMINGTON, CT · 06032
Phone
(781) 522-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsOther
21| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $21.8M | — |
| PARTNERCOMM, INC. | 75-2541310 | — | NONE | $2.3M | — |
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $1.6M | — |
| RTX CORPORATION | 06-0570975 | — | NONE | $1.0M | — |
| HEALTH ADVOCATE | 23-3080019 | — | NONE | $1.0M | — |
| MERATIVE | 88-1430661 | — | NONE | $605K | — |
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | NONE | $521K | — |
| AYCO | 41-0417775 | — | NONE | $230K | — |
| LAND GRAPHICS INC | 93-0835177 | — | NONE | $224K | — |
| WOESTMAN CONSULTING | 92-1373777 | — | NONE | $208K | — |
| TIGERPRESS | 04-3059252 | — | NONE | $206K | — |
| GRANT THORNTON | 36-6055558 | — | NONE | $177K | — |
| AIRBO | 27-4859742 | — | NONE | $162K | — |
| KARMALADE CONSULTING | — | MOUNT AIRY, MD | NONE | $52K | — |
| BENEFITFOCUS | 57-1099948 | — | NONE | $51K | — |
| JP MORGAN | 13-4994650 | — | NONE | $50K | — |
| DATA BASED DEVELOPMENT SYSTEMS | 06-1202737 | — | NONE | $33K | — |
| MULETOWN FUNDING | 92-1356817 | — | NONE | $27K | — |
| ROSA BARONE | — | ANAHEIM, CA | NONE | $18K | — |
| ANDERSON TAX LLC | 26-1437743 | — | NONE | $14K | — |
| UNITED BANK | 55-0249860 | — | NONE | $10K | — |
Investments
1 direct security · 1 pooled fund· $5.4M(26% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.4M
1 holding
Master Trust
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Federated Hermes Government Obligations Fund | — | — | $5.4M | $5.4M | 26.2% | |
| UTC EMPLOYEE BENEFIT PLAN TRUST RTX CORPORATION · EIN 06-1009612 / PN 501 | Master Trust | — | — | $3K | <0.1% |