2023 Form 5500 filing — American Airlines, Inc. Long Term Disability 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 20241011141455NAL0012580931001) for American Airlines, Inc. Long Term Disability Plan, reported by American Airlines, Inc. -Benefits under EIN 13-1502798 and plan number 509. It reports 32,320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141455NAL0012580931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Airlines, Inc. -Benefits
- EIN
- 13-1502798
- Plan number
- 509
- Location
- Fort Worth, TX
- Participants
- 32,320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $272,093,421
- Total liabilities (EOY)
- $5,193,663
- Net assets (EOY)
- $266,899,758
- Participant contributions
- $5,945,139
- Total income / additions
- $38,341,368
- Benefits paid
- $13,740,824
- Administrative expenses
- $1,672,272
- Total expenses
- $15,413,096
- Net increase / (decrease)
- $22,928,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metropolitan Life Insurance Company | CONTRACT ADMINISTRATOR | $1,590,194 | not reported in the loaded dataset |
| Willis Towers Watson | ACTUARY | $52,000 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | ACCOUNTING | $22,780 | not reported in the loaded dataset |