2023 Form 5500 filing — Air Canada U.S. Tax Incentive Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606134823NAL0022327873001) for Air Canada U.S. Tax Incentive Savings Plan, reported by Air Canada under EIN 13-1394887 and plan number 002. It reports 753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.4MReported net assets$32,370,396
Participants753
Provider compensation$220.9K3 Schedule C row(s)$220,883
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240606134823NAL0022327873001
Plan sponsor
Air Canada
EIN
13-1394887
Plan number
002
Location
not reported in the loaded dataset
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$47M total assets
Net assets$32.4MLiabilities$14.6M
Money in vs. money out
Total income / additions$11.8M
Total expenses$6.3M
Benefits paid / distributions$6.1M
Contributions
Employer$1.1M
Participant$2.5M
Full reported line items
Total assets (EOY)
$47,000,879
Total liabilities (EOY)
$14,630,483
Net assets (EOY)
$32,370,396
Employer contributions
$1,109,561
Participant contributions
$2,513,729
Total income / additions
$11,847,716
Benefits paid
$6,050,837
Administrative expenses
$220,883
Total expenses
$6,278,104
Net increase / (decrease)
$5,569,612
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONSULTING · Direct $189.2K
  2. 2
    ADVISOR · Direct $24.2K
  3. 3
    RECORDKEEPER · Direct $7.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606134823NAL0022327873001 cover?
It is the 2023 Form 5500 filing for Air Canada U.S. Tax Incentive Savings Plan, reported by Air Canada (EIN 13-1394887).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages