?>
Logo

BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 401k Plan overview

Plan NameBELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN
Plan identification number 006

BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXTRON INC has sponsored the creation of one or more 401k plans.

Company Name:TEXTRON INC
Employer identification number (EIN):050315468
NAIC Classification:339900

Additional information about TEXTRON INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0660813

More information about TEXTRON INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062023-01-01
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01JOYCE LAFOND
0062016-01-01JOYCE LAFOND
0062015-01-01JOYCE LAFOND
0062014-01-01JOYCE LAFOND
0062013-01-01JOYCE LAFOND
0062012-01-01CLAUDIA MOJKOWSKI
0062011-01-01CLAUDIA MOJKOWSKI
0062009-01-01DOUGLAS J. STEWART

Plan Statistics for BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

401k plan membership statisitcs for BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

Measure Date Value
2023: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0111,881
Total number of active participants reported on line 7a of the Form 55002023-01-012,671
Number of retired or separated participants receiving benefits2023-01-015,427
Number of other retired or separated participants entitled to future benefits2023-01-011,582
Total of all active and inactive participants2023-01-019,680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012,181
Total participants2023-01-0111,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-312,661,698,781
Acturial value of plan assets2022-12-312,434,098,050
Funding target for retired participants and beneficiaries receiving payment2022-12-311,151,287,058
Number of terminated vested participants2022-12-312,243
Fundng target for terminated vested participants2022-12-31160,338,923
Active participant vested funding target2022-12-31442,807,427
Number of active participants2022-12-313,175
Total funding liabilities for active participants2022-12-31446,357,993
Total participant count2022-12-3114,244
Total funding target for all participants2022-12-311,757,983,974
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31360,013,589
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3140,246,323
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31319,767,266
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31367,316,658
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3132,075,247
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0112,365
Total number of active participants reported on line 7a of the Form 55002022-01-012,800
Number of retired or separated participants receiving benefits2022-01-015,499
Number of other retired or separated participants entitled to future benefits2022-01-011,676
Total of all active and inactive participants2022-01-019,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,906
Total participants2022-01-0111,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-312,426,626,601
Acturial value of plan assets2021-12-312,183,963,941
Funding target for retired participants and beneficiaries receiving payment2021-12-311,175,320,729
Number of terminated vested participants2021-12-312,212
Fundng target for terminated vested participants2021-12-31158,641,435
Active participant vested funding target2021-12-31495,055,454
Number of active participants2021-12-313,519
Total funding liabilities for active participants2021-12-31498,940,561
Total participant count2021-12-3114,552
Total funding target for all participants2021-12-311,832,902,725
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31346,741,064
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3139,457,359
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31307,283,705
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31360,013,589
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3134,875,968
Net shortfall amortization installment of oustanding balance2021-12-318,952,373
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3140,246,323
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3140,246,323
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0112,642
Total number of active participants reported on line 7a of the Form 55002021-01-012,995
Number of retired or separated participants receiving benefits2021-01-015,525
Number of other retired or separated participants entitled to future benefits2021-01-011,754
Total of all active and inactive participants2021-01-0110,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012,091
Total participants2021-01-0112,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-312,177,376,366
Acturial value of plan assets2020-12-312,074,362,070
Funding target for retired participants and beneficiaries receiving payment2020-12-311,140,046,824
Number of terminated vested participants2020-12-312,322
Fundng target for terminated vested participants2020-12-31154,569,248
Active participant vested funding target2020-12-31460,836,590
Number of active participants2020-12-313,658
Total funding liabilities for active participants2020-12-31464,976,448
Total participant count2020-12-3114,857
Total funding target for all participants2020-12-311,759,592,520
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31334,893,024
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3146,806,397
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31288,086,627
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31346,741,064
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3131,511,758
Net shortfall amortization installment of oustanding balance2020-12-3131,971,514
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3139,457,359
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3139,457,359
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0112,895
Total number of active participants reported on line 7a of the Form 55002020-01-013,305
Number of retired or separated participants receiving benefits2020-01-015,512
Number of other retired or separated participants entitled to future benefits2020-01-011,810
Total of all active and inactive participants2020-01-0110,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012,015
Total participants2020-01-0112,642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-311,918,430,746
Acturial value of plan assets2019-12-312,014,540,499
Funding target for retired participants and beneficiaries receiving payment2019-12-311,137,817,916
Number of terminated vested participants2019-12-312,540
Fundng target for terminated vested participants2019-12-31160,011,225
Active participant vested funding target2019-12-31431,500,411
Number of active participants2019-12-313,766
Total funding liabilities for active participants2019-12-31436,141,897
Total participant count2019-12-3115,271
Total funding target for all participants2019-12-311,733,971,038
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31382,874,043
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3132,604,172
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31350,269,871
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31334,893,024
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3136,556,360
Net shortfall amortization installment of oustanding balance2019-12-3154,323,563
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3146,806,397
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3146,806,397
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0113,253
Total number of active participants reported on line 7a of the Form 55002019-01-013,434
Number of retired or separated participants receiving benefits2019-01-015,567
Number of other retired or separated participants entitled to future benefits2019-01-011,916
Total of all active and inactive participants2019-01-0110,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,978
Total participants2019-01-0112,895
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-312,123,054,732
Acturial value of plan assets2018-12-312,004,218,388
Funding target for retired participants and beneficiaries receiving payment2018-12-311,086,626,102
Number of terminated vested participants2018-12-312,591
Fundng target for terminated vested participants2018-12-31149,116,041
Active participant vested funding target2018-12-31418,904,257
Number of active participants2018-12-313,966
Total funding liabilities for active participants2018-12-31424,400,897
Total participant count2018-12-3115,583
Total funding target for all participants2018-12-311,660,143,040
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31360,716,273
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3129,223,595
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31331,492,678
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31382,874,043
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3125,701,084
Net shortfall amortization installment of oustanding balance2018-12-3138,798,695
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3132,604,172
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3132,604,172
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0113,531
Total number of active participants reported on line 7a of the Form 55002018-01-013,538
Number of retired or separated participants receiving benefits2018-01-015,626
Number of other retired or separated participants entitled to future benefits2018-01-012,125
Total of all active and inactive participants2018-01-0111,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,964
Total participants2018-01-0113,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-311,959,999,419
Acturial value of plan assets2017-12-311,955,751,673
Funding target for retired participants and beneficiaries receiving payment2017-12-311,081,580,295
Number of terminated vested participants2017-12-312,747
Fundng target for terminated vested participants2017-12-31156,972,812
Active participant vested funding target2017-12-31380,434,136
Number of active participants2017-12-314,001
Total funding liabilities for active participants2017-12-31385,792,705
Total participant count2017-12-3115,772
Total funding target for all participants2017-12-311,624,345,812
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3193,138,350
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3127,827,316
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3165,311,034
Present value of excess contributions2017-12-31271,489,546
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31288,972,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31288,972,102
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31360,716,273
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3124,410,474
Net shortfall amortization installment of oustanding balance2017-12-3129,310,412
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3129,223,595
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3129,223,595
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0113,726
Total number of active participants reported on line 7a of the Form 55002017-01-013,704
Number of retired or separated participants receiving benefits2017-01-015,642
Number of other retired or separated participants entitled to future benefits2017-01-012,203
Total of all active and inactive participants2017-01-0111,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,982
Total participants2017-01-0113,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-311,635,355,052
Acturial value of plan assets2016-12-311,679,687,009
Funding target for retired participants and beneficiaries receiving payment2016-12-311,065,814,654
Number of terminated vested participants2016-12-312,837
Fundng target for terminated vested participants2016-12-31158,106,922
Active participant vested funding target2016-12-31353,250,907
Number of active participants2016-12-314,218
Total funding liabilities for active participants2016-12-31358,849,924
Total participant count2016-12-3116,093
Total funding target for all participants2016-12-311,582,771,500
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3198,998,576
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-317,263,769
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3191,734,807
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3193,138,350
Total employer contributions2016-12-31300,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31271,489,546
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3131,604,475
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3127,827,316
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3127,827,316
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31271,489,546
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0114,012
Total number of active participants reported on line 7a of the Form 55002016-01-013,732
Number of retired or separated participants receiving benefits2016-01-015,692
Number of other retired or separated participants entitled to future benefits2016-01-012,364
Total of all active and inactive participants2016-01-0111,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,938
Total participants2016-01-0113,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,453
Total number of active participants reported on line 7a of the Form 55002015-01-013,929
Number of retired or separated participants receiving benefits2015-01-015,706
Number of other retired or separated participants entitled to future benefits2015-01-012,480
Total of all active and inactive participants2015-01-0112,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,897
Total participants2015-01-0114,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01135
2014: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,927
Total number of active participants reported on line 7a of the Form 55002014-01-014,947
Number of retired or separated participants receiving benefits2014-01-015,480
Number of other retired or separated participants entitled to future benefits2014-01-012,138
Total of all active and inactive participants2014-01-0112,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,888
Total participants2014-01-0114,453
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01177
2013: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115,248
Total number of active participants reported on line 7a of the Form 55002013-01-015,822
Number of retired or separated participants receiving benefits2013-01-015,341
Number of other retired or separated participants entitled to future benefits2013-01-011,891
Total of all active and inactive participants2013-01-0113,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,873
Total participants2013-01-0114,927
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0183
2012: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115,402
Total number of active participants reported on line 7a of the Form 55002012-01-016,539
Number of retired or separated participants receiving benefits2012-01-015,236
Number of other retired or separated participants entitled to future benefits2012-01-011,731
Total of all active and inactive participants2012-01-0113,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,742
Total participants2012-01-0115,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0187
2011: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115,564
Total number of active participants reported on line 7a of the Form 55002011-01-016,679
Number of retired or separated participants receiving benefits2011-01-015,219
Number of other retired or separated participants entitled to future benefits2011-01-011,778
Total of all active and inactive participants2011-01-0113,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,726
Total participants2011-01-0115,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01174
2009: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115,777
Total number of active participants reported on line 7a of the Form 55002009-01-017,325
Number of retired or separated participants receiving benefits2009-01-015,028
Number of other retired or separated participants entitled to future benefits2009-01-011,732
Total of all active and inactive participants2009-01-0114,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,811
Total participants2009-01-0115,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01482

Financial Data on BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

Measure Date Value
2023 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$3,136,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$742,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$621,035
Total income from all sources (including contributions)2023-12-31$235,644,566
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$130,959,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$120,735,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$2,242,403,648
Value of total assets at beginning of year2023-12-31$2,134,460,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$10,224,044
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$8,898,437
Liabilities. Value of operating payables at end of year2023-12-31$742,875
Liabilities. Value of operating payables at beginning of year2023-12-31$621,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$104,684,806
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,241,660,773
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,133,839,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$2,242,403,648
Value of interest in master investment trust accounts at beginning of year2023-12-31$2,134,460,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$120,735,716
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG LLP
Accountancy firm EIN2023-12-31346565596
2022 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$4,436,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$621,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$76,643
Total income from all sources (including contributions)2022-12-31$-429,000,445
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$122,533,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$120,168,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$2,134,460,957
Value of total assets at beginning of year2022-12-31$2,681,013,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,365,097
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,279,888
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$1,085,209
Liabilities. Value of operating payables at end of year2022-12-31$621,035
Liabilities. Value of operating payables at beginning of year2022-12-31$76,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-551,533,815
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,133,839,922
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,680,937,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$2,134,460,957
Value of interest in master investment trust accounts at beginning of year2022-12-31$2,681,013,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$120,168,273
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,625,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$76,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$124,699
Total income from all sources (including contributions)2021-12-31$339,881,180
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$118,316,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$115,906,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$2,681,013,720
Value of total assets at beginning of year2021-12-31$2,456,871,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,410,231
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,325,305
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$1,084,926
Liabilities. Value of operating payables at end of year2021-12-31$76,643
Liabilities. Value of operating payables at beginning of year2021-12-31$124,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$221,564,909
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,680,937,077
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,456,747,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$2,681,013,720
Value of interest in master investment trust accounts at beginning of year2021-12-31$2,456,871,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$115,906,040
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,337,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$124,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$66,162
Total income from all sources (including contributions)2020-12-31$385,536,804
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$115,479,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$113,062,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$2,456,871,843
Value of total assets at beginning of year2020-12-31$2,184,418,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,417,306
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,374,992
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,042,314
Liabilities. Value of operating payables at end of year2020-12-31$124,699
Liabilities. Value of operating payables at beginning of year2020-12-31$66,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$270,057,245
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,456,747,144
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,184,352,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$2,456,871,843
Value of interest in master investment trust accounts at beginning of year2020-12-31$2,184,418,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$113,062,253
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,348,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$66,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,961,816
Total income from all sources (including contributions)2019-12-31$377,578,022
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$119,892,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,584,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$2,184,418,554
Value of total assets at beginning of year2019-12-31$1,927,279,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,307,997
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$875,045
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$6,432,952
Liabilities. Value of operating payables at end of year2019-12-31$66,162
Liabilities. Value of operating payables at beginning of year2019-12-31$1,961,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$257,685,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,184,352,392
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,925,317,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$2,184,418,554
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,927,279,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112,584,034
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,970,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,961,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,355,017
Total income from all sources (including contributions)2018-12-31$-92,883,746
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$112,731,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$112,731,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,927,279,767
Value of total assets at beginning of year2018-12-31$2,131,317,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Liabilities. Value of operating payables at end of year2018-12-31$1,961,816
Liabilities. Value of operating payables at beginning of year2018-12-31$2,355,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-205,614,962
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,925,317,951
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,128,962,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$1,927,279,767
Value of interest in master investment trust accounts at beginning of year2018-12-31$2,131,317,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$112,731,216
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$857,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,355,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,273,412
Total income from all sources (including contributions)2017-12-31$263,085,186
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$111,113,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$111,113,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$2,131,317,407
Value of total assets at beginning of year2017-12-31$1,978,406,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$2,355,017
Liabilities. Value of operating payables at beginning of year2017-12-31$2,273,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$151,972,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,128,962,390
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,976,132,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$2,131,317,407
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,678,406,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$300,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$111,113,146
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,105,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,273,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,152,224
Total income from all sources (including contributions)2016-12-31$451,786,141
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$119,245,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$119,245,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$300,000,000
Value of total assets at end of year2016-12-31$1,978,406,001
Value of total assets at beginning of year2016-12-31$1,644,638,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,020,452
Liabilities. Value of operating payables at end of year2016-12-31$2,273,412
Liabilities. Value of operating payables at beginning of year2016-12-31$2,152,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$332,540,207
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,976,132,589
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,642,486,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$1,678,406,001
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,635,618,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$300,000,000
Employer contributions (assets) at end of year2016-12-31$300,000,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$119,245,934
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,324,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,152,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,026,834
Total income from all sources (including contributions)2015-12-31$16,540,856
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$111,373,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$111,373,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,644,638,793
Value of total assets at beginning of year2015-12-31$1,736,021,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,020,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,503,523
Liabilities. Value of operating payables at end of year2015-12-31$2,152,224
Liabilities. Value of operating payables at beginning of year2015-12-31$2,026,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-94,832,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,642,486,569
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,733,995,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$1,635,618,341
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,727,518,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$111,373,504
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,633,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,026,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,353,942
Total income from all sources (including contributions)2014-12-31$147,547,026
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$104,227,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$104,227,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$1,736,021,993
Value of total assets at beginning of year2014-12-31$1,691,396,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,503,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,283,254
Liabilities. Value of operating payables at end of year2014-12-31$2,026,834
Liabilities. Value of operating payables at beginning of year2014-12-31$2,353,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$43,319,275
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,733,995,159
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,689,042,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$1,727,518,470
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,683,113,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$104,227,751
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$562,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,353,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,109,979
Total income from all sources (including contributions)2013-12-31$224,950,669
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$104,568,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$104,568,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,691,396,517
Value of total assets at beginning of year2013-12-31$1,569,208,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,283,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,857,028
Liabilities. Value of operating payables at end of year2013-12-31$2,353,942
Liabilities. Value of operating payables at beginning of year2013-12-31$1,109,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$120,381,935
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,689,042,575
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,568,098,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$1,683,113,263
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,561,351,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$104,568,734
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31EARNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$316,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,109,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,374,188
Total income from all sources (including contributions)2012-12-31$298,308,067
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$97,221,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$97,221,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$120,700,000
Value of total assets at end of year2012-12-31$1,569,208,208
Value of total assets at beginning of year2012-12-31$1,368,068,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,857,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,660,088
Liabilities. Value of operating payables at end of year2012-12-31$1,109,979
Liabilities. Value of operating payables at beginning of year2012-12-31$1,374,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$201,086,940
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,568,098,229
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,366,694,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$1,561,351,180
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,310,408,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$120,700,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$97,221,127
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$977,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,374,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,675,457
Total income from all sources (including contributions)2011-12-31$141,268,339
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$96,424,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$96,424,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$100,000,000
Value of total assets at end of year2011-12-31$1,368,068,811
Value of total assets at beginning of year2011-12-31$1,322,549,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,660,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,201,185
Liabilities. Value of operating payables at end of year2011-12-31$1,374,188
Liabilities. Value of operating payables at beginning of year2011-12-31$1,675,457
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$44,843,807
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,366,694,623
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,320,873,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$1,310,408,723
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,265,348,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$100,000,000
Employer contributions (assets) at end of year2011-12-31$50,000,000
Employer contributions (assets) at beginning of year2011-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$96,424,532
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$444,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,675,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,990,137
Total income from all sources (including contributions)2010-12-31$376,469,705
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$89,150,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,150,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$236,000,000
Value of total assets at end of year2010-12-31$1,322,549,190
Value of total assets at beginning of year2010-12-31$1,035,100,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,201,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,874,937
Liabilities. Value of operating payables at end of year2010-12-31$1,675,457
Liabilities. Value of operating payables at beginning of year2010-12-31$1,990,137
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$287,319,178
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,320,873,733
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,033,109,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$1,265,348,005
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,028,225,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$236,000,000
Employer contributions (assets) at end of year2010-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,150,527
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN

2023: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BELL HELICOPTER TEXTRON MASTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3