The Retirement Benefit Plan Of American Airlines, Inc. For Employees Represented By The Transport Workers Union Of America, Afl-Cio — Form 5500 plan (American Airlines, Inc. - Retirement)
Plain-English plan 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, The Retirement Benefit Plan Of American Airlines, Inc. For Employees Represented By The Transport Workers Union Of America, Afl-Cio is a benefit plan reported by American Airlines, Inc. - Retirement under EIN 13-1502798 and plan number 006. The latest loaded filing year is 2023. The filing reports 36,851 participants and $4,283,241,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Airlines, Inc. - Retirement
- EIN
- 13-1502798
- Plan number
- 006
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 36,851
- End-of-year plan assets
- $4,283,241,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36,851 | H, C | 20241011132530NAL0021935265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,283,241,407
- Total liabilities (EOY)
- $650,210
- Net assets (EOY)
- $4,282,591,197
- Net assets (BOY)
- $4,088,340,818
Income & contributions
- Employer contributions
- $51,000,000
- Total contributions
- $51,000,000
- Total income / additions
- $506,236,649
Expenses & distributions
- Benefits paid
- $281,932,530
- Administrative expenses
- $30,053,740
- Total expenses
- $311,986,270
- Net increase / (decrease)
- $194,250,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity | ADMINISTRATION | $1,721,401 | not reported in the loaded dataset | 2023 |
| State Street | NONE | $225,213 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $204,973 | not reported in the loaded dataset | 2023 |
| Telus Health | NONE | $141,712 | not reported in the loaded dataset | 2023 |
| Dxc Technology Services | NONE | $109,499 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $27,170 | not reported in the loaded dataset | 2023 |
| Ernst & Young | NONE | $23,654 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $9,900 | not reported in the loaded dataset | 2023 |
| Haynes And Boone, Llp | NONE | $9,672 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Airlines, Inc. - Retirement
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Fidelity — Schedule C compensation
- State Street — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Telus Health — Schedule C compensation
- Dxc Technology Services — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Ernst & Young — Schedule C compensation
- Qdro Consultants — Schedule C compensation
- Haynes And Boone, Llp — Schedule C compensation