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Original filing (PDF)20251014172739NAL0006980866001
RAYTHEON COMPANY
Form 5500
FILING_RECEIVED
RAYTHEON COMPANY DISABILITY PLAN
Health & welfare plan
Signals · 3
66% in single holding~231 bps in Sched C feesNo recordkeeper disclosed
Active participants
23,349
Accounts w/ balance
—
Plan assets (EOY)
$64.1M
Net assets (EOY)
$63.8M
How this plan invests
This plan
4 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 "Blackrock Total Return-K" is 66% of plan.
- 231 bps in Schedule C fees — 1345% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAYTHEON COMPANY.
Plan sponsor
Name
RAYTHEON COMPANY
EIN
95-1778500
Address
4 FARM SPRINGS ROAD · FARMINGTON, CT · 06032
Phone
(781) 522-3000
Industry
Manufacturingsee all
Plan administrator
Name
KELLY B. LAPPIN RTX CORPORATION
EIN
06-0570975
City
FARMINGTON, CT
Phone
(781) 522-5821
Plan characteristics
Plan number
558
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | NONE | $1.3M | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $125K | — |
| SULLOWAY & HOLLIS, P.L.L.C. | — | CONCORD, NH | NONE | $20K | — |
| GRANT THORNTON | 36-6055558 | — | NONE | $17K | — |
| HINSHAW & CULBERTSON LLP | — | CHICAGO, IL | NONE | $7K | — |
Investments
4 direct securities· $62.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Total Return-K | — | — | $49.2M | $41.7M | 65.1% | |
| Vanguard Institutional Total Stock Market Index | — | — | $6.0M | $12.2M | 19.0% | |
| Vanguard Developed Markets Index Fund | — | — | $5.1M | $5.8M | 9.0% | |
| Fidelity Investments Money Market Government Fund | — | — | $3.1M | $3.1M | 4.9% |