2023 Form 5500 filing — Delta 401(K) Retirement Plan For Pilots
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 20241009130922NAL0032714528001) for Delta 401(K) Retirement Plan For Pilots, reported by Delta Air Lines, Inc. under EIN 58-0218548 and plan number 014. It reports 16,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130922NAL0032714528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delta Air Lines, Inc.
- EIN
- 58-0218548
- Plan number
- 014
- Location
- Atlanta, GA
- Participants
- 16,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,670,948,783
- Total liabilities (EOY)
- $19,550
- Net assets (EOY)
- $13,670,929,233
- Employer contributions
- $608,678,365
- Participant contributions
- $289,260,152
- Total income / additions
- $3,154,991,228
- Benefits paid
- $1,007,420,938
- Administrative expenses
- $4,832,101
- Total expenses
- $1,012,253,039
- Net increase / (decrease)
- $2,142,738,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | NONE | $2,302,742 | not reported in the loaded dataset |
| Allworth Financial | NONE | $1,768,150 | not reported in the loaded dataset |
| American Financial Advisors | NONE | $423,580 | not reported in the loaded dataset |
| Fisher Investments | NONE | $200,441 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $124,457 | $0 |
| Smith Anglin Financial | NONE | $77,587 | not reported in the loaded dataset |
| Creative Planning | NONE | $70,714 | not reported in the loaded dataset |
| Signaturefd LLC | NONE | $45,523 | not reported in the loaded dataset |
| Zacks Investment Management | NONE | $36,731 | not reported in the loaded dataset |
| Total Investment Management | NONE | $32,826 | not reported in the loaded dataset |
| Cahill Financial Advisors Inc | NONE | $32,008 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $23,164 | not reported in the loaded dataset |
| Mountain Capital Investment Ad | NONE | $17,096 | not reported in the loaded dataset |
| Mariner Platform Solutions | NONE | $16,167 | not reported in the loaded dataset |
| Symphony Financial Ltd Co. | NONE | $15,250 | not reported in the loaded dataset |
| Brookstone Capital Mgmt LLC | NONE | $10,198 | not reported in the loaded dataset |
| Halbert Hargrove Gbl Adv LLC | NONE | $9,563 | not reported in the loaded dataset |
| Capital Investment Advisors LLC | NONE | $6,960 | not reported in the loaded dataset |
| Abound Wealth Management LLC | NONE | $5,234 | not reported in the loaded dataset |