American Airlines, Inc. Long Term Disability Plan — 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. Long Term Disability Plan is a benefit plan reported by American Airlines, Inc. -Benefits under EIN 13-1502798 and plan number 509. The latest loaded filing year is 2023. The filing reports 32,320 participants and $272,093,421 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
509
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
32,320
End-of-year plan assets
$272,093,421

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202332,320H, C20241011141455NAL0012580931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$272,093,421
Total liabilities (EOY)
$5,193,663
Net assets (EOY)
$266,899,758
Net assets (BOY)
$243,971,486

Income & contributions

Participant contributions
$5,945,139
Total contributions
$5,945,139
Total income / additions
$38,341,368

Expenses & distributions

Benefits paid
$13,740,824
Administrative expenses
$1,672,272
Total expenses
$15,413,096
Net increase / (decrease)
$22,928,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metropolitan Life Insurance CompanyCONTRACT ADMINISTRATOR$1,590,194not reported in the loaded dataset2023
Willis Towers WatsonACTUARY$52,000not reported in the loaded dataset2023
Cbiz Cpas P.C.ACCOUNTING$22,780not reported in the loaded dataset2023

Related Form 5500 pages