2023 Form 5500 filing — The Retirement Benefit Plan Of American Airlines, Inc. For Employees Represented By The Transport Workers Union Of America, Afl-Cio
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 20241011132530NAL0021935265001) for The Retirement Benefit Plan Of American Airlines, Inc. For Employees Represented By The Transport Workers Union Of America, Afl-Cio, reported by American Airlines, Inc. - Retirement under EIN 13-1502798 and plan number 006. It reports 36,851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132530NAL0021935265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Airlines, Inc. - Retirement
- EIN
- 13-1502798
- Plan number
- 006
- Location
- Fort Worth, TX
- Participants
- 36,851
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,283,241,407
- Total liabilities (EOY)
- $650,210
- Net assets (EOY)
- $4,282,591,197
- Employer contributions
- $51,000,000
- Total income / additions
- $506,236,649
- Benefits paid
- $281,932,530
- Administrative expenses
- $30,053,740
- Total expenses
- $311,986,270
- Net increase / (decrease)
- $194,250,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity | ADMINISTRATION | $1,721,401 | not reported in the loaded dataset |
| State Street | NONE | $225,213 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $204,973 | not reported in the loaded dataset |
| Telus Health | NONE | $141,712 | not reported in the loaded dataset |
| Dxc Technology Services | NONE | $109,499 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $27,170 | not reported in the loaded dataset |
| Ernst & Young | NONE | $23,654 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $9,900 | not reported in the loaded dataset |
| Haynes And Boone, Llp | NONE | $9,672 | not reported in the loaded dataset |