2023 Form 5500 filing — American Airlines, Inc. 401(K) 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 20241011133250NAL0021945505001) for American Airlines, Inc. 401(K) Plan, reported by American Airlines, Inc. - Retirement under EIN 13-1502798 and plan number 013. It reports 110,895 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133250NAL0021945505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Airlines, Inc. - Retirement
- EIN
- 13-1502798
- Plan number
- 013
- Location
- Fort Worth, TX
- Participants
- 110,895
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,680,189,879
- Total liabilities (EOY)
- $2,088,207
- Net assets (EOY)
- $14,678,101,672
- Employer contributions
- $363,217,128
- Participant contributions
- $618,028,804
- Total income / additions
- $3,095,107,816
- Benefits paid
- $1,214,696,656
- Administrative expenses
- $8,527,423
- Total expenses
- $1,226,126,407
- Net increase / (decrease)
- $1,868,981,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | ADVISOR | $4,947,116 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,706,996 | not reported in the loaded dataset |
| Great West Life & Annuity Ins Corp | CONSULTANT | $21,992 | not reported in the loaded dataset |