American Airlines, Inc.Health And Life Plan For Retirees — Form 5500 plan (American Airlines, Inc. -Benefits)
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, American Airlines, Inc.Health And Life Plan For Retirees is a benefit plan reported by American Airlines, Inc. -Benefits under EIN 13-1502798 and plan number 515. The latest loaded filing year is 2023. The filing reports 28,030 participants and $132,560,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Airlines, Inc. -Benefits
- EIN
- 13-1502798
- Plan number
- 515
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 28,030
- End-of-year plan assets
- $132,560,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,030 | H, C | 20241011141548NAL0022911953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,560,573
- Total liabilities (EOY)
- $567,918
- Net assets (EOY)
- $131,992,655
- Net assets (BOY)
- $130,794,928
Income & contributions
- Employer contributions
- $3,007,165
- Participant contributions
- $2,631,090
- Total contributions
- $5,638,255
- Total income / additions
- $21,634,946
Expenses & distributions
- Benefits paid
- $16,846,425
- Administrative expenses
- $3,590,794
- Total expenses
- $20,437,219
- Net increase / (decrease)
- $1,197,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions | CONTRACT ADMINISTRATOR | $1,917,234 | not reported in the loaded dataset | 2023 |
| Great West Trust | RECORDKEEPING | $1,000,000 | not reported in the loaded dataset | 2023 |
| United Healthcare | CLAIMS PROCESSING | $291,165 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield | CLAIMS PROCESSING | $234,789 | not reported in the loaded dataset | 2023 |
| Cvs Health | CLAIMS PROCESSING | $65,725 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | ACCOUNTING | $37,150 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTUARY | $25,000 | not reported in the loaded dataset | 2023 |
| Ernst & Young, Llp | ACCOUNTING | $14,630 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | TRUSTEE | $5,101 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Airlines, Inc. -Benefits
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Alight Solutions — Schedule C compensation
- Great West Trust — Schedule C compensation
- United Healthcare — Schedule C compensation
- Blue Cross Blue Shield — Schedule C compensation
- Cvs Health — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Ernst & Young, Llp — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation