Civic Intelligence

E-Systems Inc Retiree Medical Benefits Trust

EIN 75-2475874 • 501(c)9 • Farmington, CT

Profile

The welfare benefit plan trusts are for the exclusive benefit of the eligible employees, their dependent & designated beneficiary to collect employee contributions & pay employee benefit (claims), the trust agreements shall be interpreted in a manner consistent with intent & with intention of raytheon that the trust here under satisfies provisions of irc relating to vebas.

4 Farm Springs RdFarmington, CT 06032

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$14,063

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

58%

Faster revenue growth than 93% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$117,006,859

Up $10,874,528 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$117,006,859

Up $10,874,528 (+10%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Up

$8,117,511

Up $2,974,404 (+58%) from 2023

Expenses

Down

$729,554

Down $737,865 (-50%) from 2023

Net Income

Up

$7,387,957

Up $3,712,269 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $51,756,944Liabilities 2010: $93,693Net Assets 2010: $51,663,2512010Assets 2011: $51,208,156Liabilities 2011: $150,264Net Assets 2011: $51,057,8922011Assets 2012: $56,380,310Liabilities 2012: $46,549Net Assets 2012: $56,333,7612012Assets 2013: $64,342,757Liabilities 2013: $24,398Net Assets 2013: $64,318,3592013Assets 2014: $68,069,924Liabilities 2014: $97,910Net Assets 2014: $67,972,0142014Assets 2015: $67,175,579Liabilities 2015: $0Net Assets 2015: $67,175,5792015Assets 2016: $70,771,818Liabilities 2016: $0Net Assets 2016: $70,771,8182016Assets 2017: $78,714,420Liabilities 2017: $0Net Assets 2017: $78,714,4202017Assets 2018: $75,423,005Liabilities 2018: $0Net Assets 2018: $75,423,0052018Assets 2019: $89,041,787Liabilities 2019: $0Net Assets 2019: $89,041,7872019Assets 2020: $102,690,822Liabilities 2020: $0Net Assets 2020: $102,690,8222020Assets 2021: $112,923,705Liabilities 2021: $0Net Assets 2021: $112,923,7052021Assets 2022: $93,406,589Liabilities 2022: $0Net Assets 2022: $93,406,5892022Assets 2023: $106,132,331Liabilities 2023: $0Net Assets 2023: $106,132,3312023Assets 2024: $117,006,859Liabilities 2024: $0Net Assets 2024: $117,006,8592024

Highlighted filing

2024

Assets$117,006,859
Liabilities$0
Net Assets$117,006,859
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2010: $5,659,662Expenses 2010: $1,349,258Net Income 2010: $4,310,4042010Revenue 2011: $3,752,545Expenses 2011: $1,257,140Net Income 2011: $2,495,4052011Revenue 2012: $2,505,162Expenses 2012: $1,314,436Net Income 2012: $1,190,7262012Revenue 2013: $3,732,135Expenses 2013: $1,200,409Net Income 2013: $2,531,7262013Revenue 2014: $3,060,212Expenses 2014: $1,191,384Net Income 2014: $1,868,8282014Revenue 2015: $4,201,025Expenses 2015: $1,281,679Net Income 2015: $2,919,3462015Revenue 2016: $3,042,965Expenses 2016: $1,176,006Net Income 2016: $1,866,9592016Revenue 2017: $2,405,045Expenses 2017: $1,330,477Net Income 2017: $1,074,5682017Revenue 2018: $3,987,197Expenses 2018: $1,144,480Net Income 2018: $2,842,7172018Revenue 2019: $4,548,050Expenses 2019: $975,339Net Income 2019: $3,572,7112019Revenue 2020: $10,740,829Expenses 2020: $660,933Net Income 2020: $10,079,8962020Revenue 2021: $8,157,347Expenses 2021: $733,574Net Income 2021: $7,423,7732021Revenue 2022: $4,585,105Expenses 2022: $1,245,283Net Income 2022: $3,339,8222022Revenue 2023: $5,143,107Expenses 2023: $1,467,419Net Income 2023: $3,675,6882023Revenue 2024: $8,117,511Expenses 2024: $729,554Net Income 2024: $7,387,9572024

Highlighted filing

2024

Revenue$8,117,511
Expenses$729,554
Net Income$7,387,957
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$117,006,859
Liabilities
$0
Net assets
$117,006,859
Revenue
$8,117,511
Expenses
$729,554
Net income
$7,387,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$117$0.00$117$8.12$0.73$7.39
2023Detailed filing. Detailed filing data is available for this year.$106$0.00$106$5.14$1.47$3.68
2022Detailed filing. Detailed filing data is available for this year.$93.4$0.00$93.4$4.59$1.25$3.34
2021Detailed filing. Detailed filing data is available for this year.$113$0.00$113$8.16$0.73$7.42
2020Detailed filing. Detailed filing data is available for this year.$103$0.00$103$10.7$0.66$10.1
2019Detailed filing. Detailed filing data is available for this year.$89.0$0.00$89.0$4.55$0.98$3.57
2018Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$3.99$1.14$2.84
2017Summary only. Only limited summary data is available for this year.$78.7$0.00$78.7$2.41$1.33$1.07
2016Summary only. Only limited summary data is available for this year.$70.8$0.00$70.8$3.04$1.18$1.87
2015Summary only. Only limited summary data is available for this year.$67.2$0.00$67.2$4.20$1.28$2.92
2014Summary only. Only limited summary data is available for this year.$68.1$0.10$68.0$3.06$1.19$1.87
2013Summary only. Only limited summary data is available for this year.$64.3$0.02$64.3$3.73$1.20$2.53
2012Summary only. Only limited summary data is available for this year.$56.4$0.05$56.3$2.51$1.31$1.19
2011Summary only. Only limited summary data is available for this year.$51.2$0.15$51.1$3.75$1.26$2.50
2010Summary only. Only limited summary data is available for this year.$51.8$0.09$51.7$5.66$1.35$4.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$8,117,511
Mission and Program Overview

Mission

The welfare benefit plan trusts are for the exclusive benefit of the eligible employees, their dependent & designated beneficiary to collect employee contributions & pay employee benefit (claims), the trust agreements shall be interpret in a manner consistent with intent & with intention of raytheon that the trust hereunder satisfies provisions of irc relating to vebas.

To provide exclusive benefits to eligible employees and retirees of the employer, their eligible dependents and designated beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$106,132,331$117,006,859▲ $10,874,528
Investments in Publicly Traded Securities$106,061,103$116,930,970▲ $10,869,867
Cash and Non-Interest-Bearing Accounts$53,471$53,471→ $0
Accounts Receivable$17,757$22,418▲ $4,661
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$106,132,331$117,006,859▲ $10,874,528
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$106,132,331$117,006,859▲ $10,874,528
Total Liabilities and Net Assets / Fund Balance$106,132,331$117,006,859▲ $10,874,528
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
The Bank of New York MellonTrustee (see Schedule O)$14,063$14,063
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$64,047
Investment Income
$8,053,464
Other Revenue
$0
Change in Net Assets
$7,387,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$14,063
Other Expenses$5,169
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$710,322
Current Officers, Directors, Trustees, and Key Employees---$14,063
Fees for Services Accounting---$5,169
Total Functional Expenses$0$0$0$729,554
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Lines 1A & B

“The bank of new york mellon serves as the sole directed trustee of e-systems inc retiree medical benefits trust. The plan sponsor is rtx corporation. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the pension administration and investment committee is the governing body.”

Form 990, Part VI, Section A, Line 9

“The Bank of New York Mellon, the institutional trustee, is located at c/o BNY MELLON 500 GRANT STREET, 151-4040 PITTSBURGH, PA 15258.”

Form 990, Part VI, Line 11B

“PROCESS FOR REVIEWING FORM 990 The form 990 is prepared by an independent accountant and reviewed prior to filing by others at the sponsor who are responsible for the administration of the trust.”

Form 990, Part VI, Section C, Line 19

“As a 501(C)(9) Organization, The Trust is not required to make the documents referenced in Question 19 available to the general public.”

Form 990, Part VII, Section A, Line 1A Column (B)

“AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR E-systems Inc. Retiree Medical Benefits Trust. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH E-systems Inc. Retiree Medical Benefits Trust.”

Filing and Contact Details

Filer

Filer Name
E-Systems Inc Retiree Medical Benefits Trust
EIN
75-2475874
In Care Of
% MEGHAN DRAGINA BNY MELLON
Phone
7817906895
Address
4 FARM SPRINGS RD, FARMINGTON, CT 06032

Signing Officer

Name
Kelly B Lappin
Title
Executive Director
Phone
7817906895
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bny Mellon
Formed
1997
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
55 IVAN ALLEN JR BOULEVARD, ATLANTA, GA 30308
Preparer
Tanya G Gainsford
Phone
4048748300
Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF E-SYSTEMS INC RETIREE MEDICAL BENEFITS TRUST. THE PLAN SPONSOR IS RTX CORPORATION. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE PENSION ADMINISTRATION AND INVESTMENT COMMITTEE IS THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Bank of New York Mellon, the institutional trustee, is located at c/o BNY MELLON 500 GRANT STREET, 151-4040 PITTSBURGH, PA 15258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCESS FOR REVIEWING FORM 990 The form 990 is prepared by an independent accountant and reviewed prior to filing by others at the sponsor who are responsible for the administration of the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3As a 501(C)(9) Organization, The Trust is not required to make the documents referenced in Question 19 available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR E-systems Inc. Retiree Medical Benefits Trust. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH E-systems Inc. Retiree Medical Benefits Trust.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINES 1A & B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A COLUMN (B)
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0951778500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0c corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0see part VII
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0RTX CORPORATION
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt04 FARM SPRINGS ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0FARMINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd006032
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0To Design, Develop, manufacture, integrate and support defenses and government electronics, space, information technology and technical services.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV Line 1 Column B Primary Activity
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/USAddress/AddressLine1Txt0500 GRANT STREET 151-4040
IRS990/USAddress/CityNm0Pittsburgh
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015258
IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY B LAPPIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07817906895
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E-Systems Inc Retiree Medical Benefits Trust
ReturnHeader/Filer/BusinessNameControlTxt0E-SY
ReturnHeader/Filer/EIN0752475874
ReturnHeader/Filer/InCareOfNm0% MEGHAN DRAGINA BNY MELLON
ReturnHeader/Filer/PhoneNum07817906895
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 IVAN ALLEN JR BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030308
ReturnHeader/PreparerPersonGrp/PhoneNum04048748300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tanya G Gainsford
ReturnHeader/ReturnTs02025-11-17T17:33:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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