2023 Form 5500 filing — American Airlines, Inc.Health And Life Plan For Retirees
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 20241011141548NAL0022911953001) for American Airlines, Inc.Health And Life Plan For Retirees, reported by American Airlines, Inc. -Benefits under EIN 13-1502798 and plan number 515. It reports 28,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141548NAL0022911953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Airlines, Inc. -Benefits
- EIN
- 13-1502798
- Plan number
- 515
- Location
- Fort Worth, TX
- Participants
- 28,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,560,573
- Total liabilities (EOY)
- $567,918
- Net assets (EOY)
- $131,992,655
- Employer contributions
- $3,007,165
- Participant contributions
- $2,631,090
- Total income / additions
- $21,634,946
- Benefits paid
- $16,846,425
- Administrative expenses
- $3,590,794
- Total expenses
- $20,437,219
- Net increase / (decrease)
- $1,197,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions | CONTRACT ADMINISTRATOR | $1,917,234 | not reported in the loaded dataset |
| Great West Trust | RECORDKEEPING | $1,000,000 | not reported in the loaded dataset |
| United Healthcare | CLAIMS PROCESSING | $291,165 | not reported in the loaded dataset |
| Blue Cross Blue Shield | CLAIMS PROCESSING | $234,789 | not reported in the loaded dataset |
| Cvs Health | CLAIMS PROCESSING | $65,725 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | ACCOUNTING | $37,150 | not reported in the loaded dataset |
| Willis Towers Watson | ACTUARY | $25,000 | not reported in the loaded dataset |
| Ernst & Young, Llp | ACCOUNTING | $14,630 | not reported in the loaded dataset |
| State Street Bank And Trust | TRUSTEE | $5,101 | not reported in the loaded dataset |