2023 Form 5500 filing — Twa Retiree Health And Life Benefit 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 20241011141512NAL0012581475001) for Twa Retiree Health And Life Benefit Plan, reported by American Airlines, Inc. -Benefits under EIN 13-1502798 and plan number 511. It reports 7,072 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)$1.3MReported net assets$1,311,791
Participants7.1K7,072
Provider compensation$277.7K4 Schedule C row(s)$277,731
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011141512NAL0012581475001
Plan sponsor
American Airlines, Inc. -Benefits
EIN
13-1502798
Plan number
511
Location
Fort Worth, TX
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)$2.1M total assets
Net assets$1.3MLiabilities$821K
Money in vs. money out
Total income / additions$6.6M
Total expenses$7M
Benefits paid / distributions$6.7M
Contributions
Employer$4.5M
Participant$2M
Full reported line items
Total assets (EOY)
$2,132,798
Total liabilities (EOY)
$821,007
Net assets (EOY)
$1,311,791
Employer contributions
$4,502,205
Participant contributions
$2,036,315
Total income / additions
$6,612,465
Benefits paid
$6,668,954
Administrative expenses
$284,559
Total expenses
$6,953,513
Net increase / (decrease)
-$341,048
Schedule C

Reported service provider compensation

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

  1. 1
    CLAIMS PROCESSING · Direct $169.7K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $70.2K
  3. 3
    ACCOUNTING · Direct $22.8K
  4. 4
    ACTUARY · Direct $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011141512NAL0012581475001 cover?
It is the 2023 Form 5500 filing for Twa Retiree Health And Life Benefit Plan, reported by American Airlines, Inc. -Benefits (EIN 13-1502798).
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