2023 Form 5500 filing — United Airlines Pilot Retirement Account 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 20260311161534NAL0005496625001) for United Airlines Pilot Retirement Account Plan, reported by United Airlines, Inc. under EIN 74-2099724 and plan number 202. It reports 17,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20260311161534NAL0005496625001
Filing year
2023
Form type
2
Plan sponsor
United Airlines, Inc.
EIN
74-2099724
Plan number
202
Location
Chicago, IL
Participants
17,386
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,367,975,914
Total liabilities (EOY)
$71,546,187
Net assets (EOY)
$14,296,429,727
Employer contributions
$595,374,149
Participant contributions
$263,532,907
Total income / additions
$3,285,354,717
Benefits paid
$750,473,925
Administrative expenses
$22,289,366
Total expenses
$773,008,553
Net increase / (decrease)
$2,512,346,164
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
O'Hagan Group IncINVESTMENT ADVISOR$2,469,930not reported in the loaded dataset
Johnson Wealth IncINVESTMENT ADVISOR$1,206,849not reported in the loaded dataset
United Wealth Management LLCINVESTMENT ADVISOR$1,149,937not reported in the loaded dataset
Parsons Capital Mgmt LLCINVESTMENT ADVISOR$1,095,105not reported in the loaded dataset
Solitude Financial ServicesINVESTMENT ADVISOR$943,477not reported in the loaded dataset
Fisher InvestmentsINVESTMENT ADVISOR$818,308not reported in the loaded dataset
Ratio Wealth Group LLCINVESTMENT ADVISOR$772,011not reported in the loaded dataset
Aviator Financial Consulting LINVESTMENT ADVISOR$719,086not reported in the loaded dataset
Total Investment Management InINVESTMENT ADVISOR$711,746not reported in the loaded dataset
Charles Schwab & Co., Inc.RECORDKEEPER$633,232$15
Avion Wealth LLCINVESTMENT ADVISOR$607,324not reported in the loaded dataset
Act Wealth Management LLCINVESTMENT ADVISOR$604,312not reported in the loaded dataset
Symphony Financial Ltd. CoINVESTMENT ADVISOR$516,176not reported in the loaded dataset
Schwab Retirement Plan Services, InRECORDKEEPER$342,785not reported in the loaded dataset
Mountain Capital Investment AdINVESTMENT ADVISOR$339,395not reported in the loaded dataset
Alliance Bernstein LpINVESTMENT MANAGER$299,178not reported in the loaded dataset
Creative Planning LLCINVESTMENT ADVISOR$278,071not reported in the loaded dataset
Allworth Financial LpINVESTMENT ADVISOR$254,366not reported in the loaded dataset
Smith Anglin Financial LLCINVESTMENT ADVISOR$195,441not reported in the loaded dataset
Morningstar Investment ServiceINVESTMENT ADVISOR$184,767not reported in the loaded dataset
Aveo Capital Partners LLCINVESTMENT ADVISOR$174,917not reported in the loaded dataset
Zacks Investment Management InINVESTMENT ADVISOR$167,998not reported in the loaded dataset
Morningstar Investment ServiceINVESTMENT ADVISOR$164,039not reported in the loaded dataset
Envestnet Asset Management IncINVESTMENT ADVISOR$157,185not reported in the loaded dataset
Saint Francis Capital LLCINVESTMENT ADVISOR$156,659not reported in the loaded dataset
Seraphim Wealth Advisors IncINVESTMENT ADVISOR$149,704not reported in the loaded dataset
White Wing Wealth Management LINVESTMENT ADVISOR$118,779not reported in the loaded dataset
Smartx Advisory Solutions LLCINVESTMENT ADVISOR$112,681not reported in the loaded dataset
Cambridge Investment ResearchINVESTMENT ADVISOR$110,650not reported in the loaded dataset
Woodley Farra Manion PortfolioINVESTMENT ADVISOR$99,135not reported in the loaded dataset
Oarsman Capital IncINVESTMENT ADVISOR$91,752not reported in the loaded dataset
Bonfire Financial LLCINVESTMENT ADVISOR$80,783not reported in the loaded dataset
Mariner LLCINVESTMENT ADVISOR$75,662not reported in the loaded dataset
Brinker Capital Investments LlINVESTMENT ADVISOR$68,042not reported in the loaded dataset
Centaurus Financial IncINVESTMENT ADVISOR$67,262not reported in the loaded dataset
Wisdom Wealth Strategies LLCINVESTMENT ADVISOR$67,190not reported in the loaded dataset
Axxcess Wealth Management LLCINVESTMENT ADVISOR$66,429not reported in the loaded dataset
On Course FinancialINVESTMENT ADVISOR$64,791not reported in the loaded dataset
Savant Capital LLCINVESTMENT ADVISOR$58,459not reported in the loaded dataset
Alpine Wealth Advisors LLCINVESTMENT ADVISOR$52,133not reported in the loaded dataset
Ep Wealth Advisors LLCINVESTMENT ADVISOR$48,586not reported in the loaded dataset
American Money Management LLCINVESTMENT ADVISOR$46,496not reported in the loaded dataset
Eversource Wealth Advisors LLCINVESTMENT ADVISOR$44,723not reported in the loaded dataset
Cetera Investment Advisers LLCINVESTMENT ADVISOR$44,111not reported in the loaded dataset
Beacon Pointe Advisors LLCINVESTMENT ADVISOR$42,937not reported in the loaded dataset
Matson Money IncINVESTMENT ADVISOR$41,219not reported in the loaded dataset
Hightower Advisors LLCINVESTMENT ADVISOR$41,050not reported in the loaded dataset
Cerity Partners LLCINVESTMENT ADVISOR$40,400not reported in the loaded dataset
Flexible Plan Investments LtdINVESTMENT ADVISOR$38,421not reported in the loaded dataset
Merriman Wealth Management LLCINVESTMENT ADVISOR$38,227not reported in the loaded dataset
Parallel Advisors LLCINVESTMENT ADVISOR$37,573not reported in the loaded dataset
Godsey & Gibb IncINVESTMENT ADVISOR$36,226not reported in the loaded dataset
Brookstone Capital ManagementINVESTMENT ADVISOR$36,011not reported in the loaded dataset
Wambolt & AssociatesINVESTMENT ADVISOR$35,736not reported in the loaded dataset
Wealthnet Investments LLCINVESTMENT ADVISOR$35,013not reported in the loaded dataset
Financial Advocates InvestmentINVESTMENT ADVISOR$32,957not reported in the loaded dataset
Financial Engines Advisors LLCINVESTMENT ADVISOR$32,846not reported in the loaded dataset
Regal Investment Advisors LLCINVESTMENT ADVISOR$31,230not reported in the loaded dataset
Market GuardINVESTMENT ADVISOR$30,130not reported in the loaded dataset
Generational Wealth AdvisorsINVESTMENT ADVISOR$29,561not reported in the loaded dataset
Pacific Financial Group IncINVESTMENT ADVISOR$29,263not reported in the loaded dataset
Financial Engines Advisors LLCINVESTMENT ADVISOR$29,019not reported in the loaded dataset
Chemistry WealthINVESTMENT ADVISOR$28,224not reported in the loaded dataset
Private Capital Management LLCINVESTMENT ADVISOR$28,007not reported in the loaded dataset
Segall Bryant & Hamill LLCINVESTMENT ADVISOR$25,798not reported in the loaded dataset
First Foundation AdvisorsINVESTMENT ADVISOR$25,706not reported in the loaded dataset
Capfinancial Partners LLCINVESTMENT ADVISOR$23,322not reported in the loaded dataset
Polaris Wealth Advisory GroupINVESTMENT ADVISOR$23,314not reported in the loaded dataset
Balboa Wealth Partners IncINVESTMENT ADVISOR$23,282not reported in the loaded dataset
Avidian Wealth Solutions LLCINVESTMENT ADVISOR$23,211not reported in the loaded dataset
Toth Financial Advisory CorpINVESTMENT ADVISOR$23,153not reported in the loaded dataset
Manhattan West Asset ManagemenINVESTMENT ADVISOR$22,310not reported in the loaded dataset
Stratos Wealth Partners LtdINVESTMENT ADVISOR$21,973not reported in the loaded dataset
Lmcg Investments LLCINVESTMENT ADVISOR$21,565not reported in the loaded dataset
Corient Private Wealth LLCINVESTMENT ADVISOR$21,271not reported in the loaded dataset
Bellingham Capital ManagementINVESTMENT ADVISOR$21,268not reported in the loaded dataset
Mpi Wealth Management LLCINVESTMENT ADVISOR$21,168not reported in the loaded dataset
Index Fund Advisors IncINVESTMENT ADVISOR$21,047not reported in the loaded dataset
Graver Capital Management LLCINVESTMENT ADVISOR$20,920not reported in the loaded dataset
Beta Management ConsultingINVESTMENT ADVISOR$20,518not reported in the loaded dataset
Efficient Advisors LLCINVESTMENT ADVISOR$20,236not reported in the loaded dataset
Martel Wealth Advisors IncINVESTMENT ADVISOR$20,173not reported in the loaded dataset
Stonemark Wealth MgmtINVESTMENT ADVISOR$20,065not reported in the loaded dataset
Manchester Financial IncINVESTMENT ADVISOR$19,975not reported in the loaded dataset
Mcshane PartnersINVESTMENT ADVISOR$19,536not reported in the loaded dataset
Cwa Asset Management Group LLCINVESTMENT ADVISOR$19,242not reported in the loaded dataset
Interocean Capital Group LLCINVESTMENT ADVISOR$18,986not reported in the loaded dataset
Brooks Hughes & Jones IncINVESTMENT ADVISOR$18,848not reported in the loaded dataset
Stoker Ostler Wealth AdvisorsINVESTMENT ADVISOR$18,602not reported in the loaded dataset
Heritage Investment GroupINVESTMENT ADVISOR$18,273not reported in the loaded dataset
Alpha Financial ManagementINVESTMENT ADVISOR$18,050not reported in the loaded dataset
Kozak & Tripp Private Asset MaINVESTMENT ADVISOR$17,764not reported in the loaded dataset
Cibc Private Wealth Advisors IINVESTMENT ADVISOR$17,492not reported in the loaded dataset
Zhang Financial LLCINVESTMENT ADVISOR$17,408not reported in the loaded dataset
Mission Wealth Management LpINVESTMENT ADVISOR$16,436not reported in the loaded dataset
The Mather Group LLCINVESTMENT ADVISOR$16,423not reported in the loaded dataset
Hedeker Wealth LLCINVESTMENT ADVISOR$16,334not reported in the loaded dataset
Vomund Investment Mgmt LLCINVESTMENT ADVISOR$16,058not reported in the loaded dataset
Fortune Wealth Management LLCINVESTMENT ADVISOR$15,954not reported in the loaded dataset
Latitude Advisors LLCINVESTMENT ADVISOR$15,896not reported in the loaded dataset
Avior Wealth Management LLCINVESTMENT ADVISOR$15,791not reported in the loaded dataset
Cookson Peirce & Co IncINVESTMENT ADVISOR$15,532not reported in the loaded dataset
The Capital Managment CorporatINVESTMENT ADVISOR$15,368not reported in the loaded dataset
The Private Investment Group IINVESTMENT ADVISOR$15,343not reported in the loaded dataset
Integrated Advisors Network LlINVESTMENT ADVISOR$15,288not reported in the loaded dataset
J V Bruni And CompanyINVESTMENT ADVISOR$15,140not reported in the loaded dataset
Lido Advisors LLCINVESTMENT ADVISOR$15,097not reported in the loaded dataset
Halter Ferguson Financial IncINVESTMENT ADVISOR$14,938not reported in the loaded dataset
John-Luke Financial LLCINVESTMENT ADVISOR$14,851not reported in the loaded dataset
Normandy Capital Management LLCINVESTMENT ADVISOR$14,463not reported in the loaded dataset
United Capital Financial AdvisINVESTMENT ADVISOR$14,460not reported in the loaded dataset
Northcoast Asset ManagementINVESTMENT ADVISOR$14,153not reported in the loaded dataset
Hall Private WealthINVESTMENT ADVISOR$14,101not reported in the loaded dataset
Marathon Investment ManagementINVESTMENT ADVISOR$13,867not reported in the loaded dataset
Trinity Legacy Partners LLCINVESTMENT ADVISOR$13,799not reported in the loaded dataset
Lpl Financial LLCINVESTMENT ADVISOR$13,678not reported in the loaded dataset
Team Hewins, LLCINVESTMENT ADVISOR$13,524not reported in the loaded dataset
River Wealth Advisors LLCINVESTMENT ADVISOR$13,483not reported in the loaded dataset
Kcr Wealth Management LLCINVESTMENT ADVISOR$13,266not reported in the loaded dataset
Spire Wealth Management LLCINVESTMENT ADVISOR$12,997not reported in the loaded dataset
Bsw Wealth Partners Inc A PublINVESTMENT ADVISOR$12,896not reported in the loaded dataset
Rg Financial LLCINVESTMENT ADVISOR$12,649not reported in the loaded dataset
Sentinel Wealth Management IncINVESTMENT ADVISOR$12,603not reported in the loaded dataset
Financial Synergies Wealth AdvINVESTMENT ADVISOR$12,524not reported in the loaded dataset
Private Wealth Partners LLCINVESTMENT ADVISOR$12,446not reported in the loaded dataset
Brasada Capital Management LpINVESTMENT ADVISOR$12,399not reported in the loaded dataset
Glass Jacobson Wealth AdvisorsINVESTMENT ADVISOR$12,342not reported in the loaded dataset
Steward Wealth ManagementINVESTMENT ADVISOR$12,319not reported in the loaded dataset
Olio Financial Planning LLCINVESTMENT ADVISOR$12,091not reported in the loaded dataset
Private Management Group IncINVESTMENT ADVISOR$11,915not reported in the loaded dataset
Partnership Wealth MgmntINVESTMENT ADVISOR$11,869not reported in the loaded dataset
Blue Trust IncINVESTMENT ADVISOR$11,848not reported in the loaded dataset
Argi Investment Services LLCINVESTMENT ADVISOR$11,796not reported in the loaded dataset
Bouchey Financial Group LtdINVESTMENT ADVISOR$11,782not reported in the loaded dataset
Carlton Hofferkamp And Jenks WINVESTMENT ADVISOR$11,620not reported in the loaded dataset
Cuso Financial Services LpINVESTMENT ADVISOR$11,272not reported in the loaded dataset
Coldstream Wealth ManagementINVESTMENT ADVISOR$11,190not reported in the loaded dataset
Mcnaughton WealthINVESTMENT ADVISOR$11,160not reported in the loaded dataset
Highlander Wealth Services LLCINVESTMENT ADVISOR$10,942not reported in the loaded dataset
Optimize Financial IncINVESTMENT ADVISOR$10,807not reported in the loaded dataset
Moisand Fitzgerald Tamayo LLCINVESTMENT ADVISOR$10,697not reported in the loaded dataset
Buckingham Strategic PartnersINVESTMENT ADVISOR$10,651not reported in the loaded dataset
Rwa Wealth Partners LLCINVESTMENT ADVISOR$10,481not reported in the loaded dataset
Sanctuary Advisors, LLCINVESTMENT ADVISOR$10,377not reported in the loaded dataset
Wealthcare Advisory PartnersINVESTMENT ADVISOR$10,361not reported in the loaded dataset
Steven Rzucidlo DbaINVESTMENT ADVISOR$10,319not reported in the loaded dataset
Empirical Financial Services LINVESTMENT ADVISOR$10,315not reported in the loaded dataset
Cave IncINVESTMENT ADVISOR$10,244not reported in the loaded dataset
Financial Security Advisory InINVESTMENT ADVISOR$10,202not reported in the loaded dataset
Mills Wealth Advisors LLCINVESTMENT ADVISOR$10,175not reported in the loaded dataset
Wealthspire Advisors LLCINVESTMENT ADVISOR$10,159not reported in the loaded dataset
Financial Advocates Inv MgmtINVESTMENT ADVISOR$9,842not reported in the loaded dataset
Nbc Trust CompanyINVESTMENT ADVISOR$9,768not reported in the loaded dataset
Opes Wealth Management LLCINVESTMENT ADVISOR$9,766not reported in the loaded dataset
Research Financial StrategiesINVESTMENT ADVISOR$9,671not reported in the loaded dataset
Martin Investment Management LINVESTMENT ADVISOR$9,639not reported in the loaded dataset
Curran Wealth ManagementINVESTMENT ADVISOR$9,328not reported in the loaded dataset
Revisor Wealth Management LLCINVESTMENT ADVISOR$9,116not reported in the loaded dataset
Mitchell, Mcleod, Pugh &INVESTMENT ADVISOR$9,098not reported in the loaded dataset
Kovitz Investment Group PartneINVESTMENT ADVISOR$9,076not reported in the loaded dataset
Financial Advisory Network LLCINVESTMENT ADVISOR$9,042not reported in the loaded dataset
Diamond Head Financial AdvisorINVESTMENT ADVISOR$8,991not reported in the loaded dataset
Baker Wealth Group LLCINVESTMENT ADVISOR$8,870not reported in the loaded dataset
Front Row Advisors LLCINVESTMENT ADVISOR$8,801not reported in the loaded dataset
PathstoneINVESTMENT ADVISOR$8,787not reported in the loaded dataset
Cornerstone Asset MgmntINVESTMENT ADVISOR$8,732not reported in the loaded dataset
Karpinski Financial LLCINVESTMENT ADVISOR$8,670not reported in the loaded dataset
Maryland Capital ManagementINVESTMENT ADVISOR$8,617not reported in the loaded dataset
Leslie Global Wealth LLCINVESTMENT ADVISOR$8,329not reported in the loaded dataset
Breen Wealth Management LLCINVESTMENT ADVISOR$8,314not reported in the loaded dataset
Novem GroupINVESTMENT ADVISOR$8,187not reported in the loaded dataset
Wellington Capital Advisors LlINVESTMENT ADVISOR$8,100not reported in the loaded dataset
Kaltbaum Capital Management LlINVESTMENT ADVISOR$8,092not reported in the loaded dataset
Schaefer Financial ManagementINVESTMENT ADVISOR$8,059not reported in the loaded dataset
Highpoint Advisor Grp LLCINVESTMENT ADVISOR$8,036not reported in the loaded dataset
Sequoia Financial Advisors LLCINVESTMENT ADVISOR$7,953not reported in the loaded dataset
Gill Capital Partners LLCINVESTMENT ADVISOR$7,745not reported in the loaded dataset
Main Street Research LLCINVESTMENT ADVISOR$7,745not reported in the loaded dataset
Wealth Enhancement Advisory SeINVESTMENT ADVISOR$7,741not reported in the loaded dataset
Private Advisor Group LLCINVESTMENT ADVISOR$7,735not reported in the loaded dataset
Capital Advisors IncINVESTMENT ADVISOR$7,721not reported in the loaded dataset
Diligent Investors LLCINVESTMENT ADVISOR$7,639not reported in the loaded dataset
Steelpeak Wealth LLCINVESTMENT ADVISOR$7,552not reported in the loaded dataset
Providence Asset Mgmt LLCINVESTMENT ADVISOR$7,526not reported in the loaded dataset
Webb Financial Group LLCINVESTMENT ADVISOR$7,518not reported in the loaded dataset
Broadleaf Partners LLCINVESTMENT ADVISOR$7,423not reported in the loaded dataset
Worthpointe LLCINVESTMENT ADVISOR$7,356not reported in the loaded dataset
Alpha Financial Advisors LLCINVESTMENT ADVISOR$7,292not reported in the loaded dataset
Winans InternationalINVESTMENT ADVISOR$7,282not reported in the loaded dataset
Amfg Wealth Management LLCINVESTMENT ADVISOR$7,181not reported in the loaded dataset
Private Asset Management IncINVESTMENT ADVISOR$7,036not reported in the loaded dataset
Creativeone Wealth LLCINVESTMENT ADVISOR$6,874not reported in the loaded dataset
Svb Wealth LLCINVESTMENT ADVISOR$6,818not reported in the loaded dataset
Ciovacco Capital ManagementINVESTMENT ADVISOR$6,799not reported in the loaded dataset
Nabity-Jensen Investment MgmtINVESTMENT ADVISOR$6,776not reported in the loaded dataset
Curtis Advisory Group LLCINVESTMENT ADVISOR$6,731not reported in the loaded dataset
Stack Financial Management IncINVESTMENT ADVISOR$6,600not reported in the loaded dataset
Vital InvestmentINVESTMENT ADVISOR$6,454not reported in the loaded dataset
Veerkloh LLCINVESTMENT ADVISOR$6,392not reported in the loaded dataset
Freestone Capital Management LINVESTMENT ADVISOR$6,358not reported in the loaded dataset
Strategic Investment SolutionsINVESTMENT ADVISOR$6,268not reported in the loaded dataset
Svb Wealth LLCINVESTMENT ADVISOR$6,015not reported in the loaded dataset
Copley Investment Management LINVESTMENT ADVISOR$5,890not reported in the loaded dataset
Alpha Cubed Investments LLCINVESTMENT ADVISOR$5,863not reported in the loaded dataset
Sns Financial Group LLCINVESTMENT ADVISOR$5,847not reported in the loaded dataset
Manske Wealth Management LLCINVESTMENT ADVISOR$5,846not reported in the loaded dataset
Independent Financial PartnersINVESTMENT ADVISOR$5,668not reported in the loaded dataset
Mtr Financial Services LLCINVESTMENT ADVISOR$5,608not reported in the loaded dataset
Ameritas Advisory Services LLCINVESTMENT ADVISOR$5,534not reported in the loaded dataset
Oxbow Advisors LLCINVESTMENT ADVISOR$5,515not reported in the loaded dataset
V Wealth Advisors LLCINVESTMENT ADVISOR$5,275not reported in the loaded dataset
Black Diamond Financial LLCINVESTMENT ADVISOR$5,245not reported in the loaded dataset
Fpl Capital Management LLCINVESTMENT ADVISOR$5,000not reported in the loaded dataset

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