2023 Form 5500 filing — United Airlines 401(K) Savings 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 20241010175111NAL0021552849001) for United Airlines 401(K) Savings Plan, reported by United Airlines, Inc. under EIN 74-2099724 and plan number 222. It reports 67,689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010175111NAL0021552849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Airlines, Inc.
- EIN
- 74-2099724
- Plan number
- 222
- Location
- Chicago, IL
- Participants
- 67,689
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,888,710,210
- Total liabilities (EOY)
- $70,330
- Net assets (EOY)
- $8,888,639,880
- Employer contributions
- $152,356,466
- Participant contributions
- $411,682,184
- Total income / additions
- $2,074,897,360
- Benefits paid
- $601,920,640
- Administrative expenses
- $2,769,168
- Total expenses
- $604,689,808
- Net increase / (decrease)
- $1,470,207,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $2,399,024 | $0 |
| Mercer | INVESTMENT ADVISOR | $135,345 | not reported in the loaded dataset |
| Learnlux Inc. | CONSULTANT | $134,404 | not reported in the loaded dataset |
| Willis Towers Watson | CONSULTANT | $85,205 | not reported in the loaded dataset |
| United Airlines, Inc. | PLAN ADMINISTRATOR | $68,692 | not reported in the loaded dataset |
| Mitchell & Titus, Llp | ACCOUNTANT/AUDITOR | $33,820 | not reported in the loaded dataset |