United Airlines Pilot Retirement Account Plan — Form 5500 plan (United Airlines, Inc.)

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, United Airlines Pilot Retirement Account Plan is a benefit plan reported by United Airlines, Inc. under EIN 74-2099724 and plan number 202. The latest loaded filing year is 2023. The filing reports 17,386 participants and $14,367,975,914 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Airlines, Inc.
EIN
74-2099724
Plan number
202
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
17,386
End-of-year plan assets
$14,367,975,914

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,386H, C20260311161534NAL0005496625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,367,975,914
Total liabilities (EOY)
$71,546,187
Net assets (EOY)
$14,296,429,727
Net assets (BOY)
$11,784,042,295

Income & contributions

Employer contributions
$595,374,149
Participant contributions
$263,532,907
Total contributions
$926,564,049
Total income / additions
$3,285,354,717

Expenses & distributions

Benefits paid
$750,473,925
Administrative expenses
$22,289,366
Total expenses
$773,008,553
Net increase / (decrease)
$2,512,346,164

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
O'Hagan Group IncINVESTMENT ADVISOR$2,469,930not reported in the loaded dataset2023
Johnson Wealth IncINVESTMENT ADVISOR$1,206,849not reported in the loaded dataset2023
United Wealth Management LLCINVESTMENT ADVISOR$1,149,937not reported in the loaded dataset2023
Parsons Capital Mgmt LLCINVESTMENT ADVISOR$1,095,105not reported in the loaded dataset2023
Solitude Financial ServicesINVESTMENT ADVISOR$943,477not reported in the loaded dataset2023
Fisher InvestmentsINVESTMENT ADVISOR$818,308not reported in the loaded dataset2023
Ratio Wealth Group LLCINVESTMENT ADVISOR$772,011not reported in the loaded dataset2023
Aviator Financial Consulting LINVESTMENT ADVISOR$719,086not reported in the loaded dataset2023
Total Investment Management InINVESTMENT ADVISOR$711,746not reported in the loaded dataset2023
Charles Schwab & Co., Inc.RECORDKEEPER$633,232$152023
Avion Wealth LLCINVESTMENT ADVISOR$607,324not reported in the loaded dataset2023
Act Wealth Management LLCINVESTMENT ADVISOR$604,312not reported in the loaded dataset2023
Symphony Financial Ltd. CoINVESTMENT ADVISOR$516,176not reported in the loaded dataset2023
Schwab Retirement Plan Services, InRECORDKEEPER$342,785not reported in the loaded dataset2023
Mountain Capital Investment AdINVESTMENT ADVISOR$339,395not reported in the loaded dataset2023
Alliance Bernstein LpINVESTMENT MANAGER$299,178not reported in the loaded dataset2023
Creative Planning LLCINVESTMENT ADVISOR$278,071not reported in the loaded dataset2023
Allworth Financial LpINVESTMENT ADVISOR$254,366not reported in the loaded dataset2023
Smith Anglin Financial LLCINVESTMENT ADVISOR$195,441not reported in the loaded dataset2023
Morningstar Investment ServiceINVESTMENT ADVISOR$184,767not reported in the loaded dataset2023
Aveo Capital Partners LLCINVESTMENT ADVISOR$174,917not reported in the loaded dataset2023
Zacks Investment Management InINVESTMENT ADVISOR$167,998not reported in the loaded dataset2023
Morningstar Investment ServiceINVESTMENT ADVISOR$164,039not reported in the loaded dataset2023
Envestnet Asset Management IncINVESTMENT ADVISOR$157,185not reported in the loaded dataset2023
Saint Francis Capital LLCINVESTMENT ADVISOR$156,659not reported in the loaded dataset2023
Seraphim Wealth Advisors IncINVESTMENT ADVISOR$149,704not reported in the loaded dataset2023
White Wing Wealth Management LINVESTMENT ADVISOR$118,779not reported in the loaded dataset2023
Smartx Advisory Solutions LLCINVESTMENT ADVISOR$112,681not reported in the loaded dataset2023
Cambridge Investment ResearchINVESTMENT ADVISOR$110,650not reported in the loaded dataset2023
Woodley Farra Manion PortfolioINVESTMENT ADVISOR$99,135not reported in the loaded dataset2023
Oarsman Capital IncINVESTMENT ADVISOR$91,752not reported in the loaded dataset2023
Bonfire Financial LLCINVESTMENT ADVISOR$80,783not reported in the loaded dataset2023
Mariner LLCINVESTMENT ADVISOR$75,662not reported in the loaded dataset2023
Brinker Capital Investments LlINVESTMENT ADVISOR$68,042not reported in the loaded dataset2023
Centaurus Financial IncINVESTMENT ADVISOR$67,262not reported in the loaded dataset2023
Wisdom Wealth Strategies LLCINVESTMENT ADVISOR$67,190not reported in the loaded dataset2023
Axxcess Wealth Management LLCINVESTMENT ADVISOR$66,429not reported in the loaded dataset2023
On Course FinancialINVESTMENT ADVISOR$64,791not reported in the loaded dataset2023
Savant Capital LLCINVESTMENT ADVISOR$58,459not reported in the loaded dataset2023
Alpine Wealth Advisors LLCINVESTMENT ADVISOR$52,133not reported in the loaded dataset2023
Ep Wealth Advisors LLCINVESTMENT ADVISOR$48,586not reported in the loaded dataset2023
American Money Management LLCINVESTMENT ADVISOR$46,496not reported in the loaded dataset2023
Eversource Wealth Advisors LLCINVESTMENT ADVISOR$44,723not reported in the loaded dataset2023
Cetera Investment Advisers LLCINVESTMENT ADVISOR$44,111not reported in the loaded dataset2023
Beacon Pointe Advisors LLCINVESTMENT ADVISOR$42,937not reported in the loaded dataset2023
Matson Money IncINVESTMENT ADVISOR$41,219not reported in the loaded dataset2023
Hightower Advisors LLCINVESTMENT ADVISOR$41,050not reported in the loaded dataset2023
Cerity Partners LLCINVESTMENT ADVISOR$40,400not reported in the loaded dataset2023
Flexible Plan Investments LtdINVESTMENT ADVISOR$38,421not reported in the loaded dataset2023
Merriman Wealth Management LLCINVESTMENT ADVISOR$38,227not reported in the loaded dataset2023
Parallel Advisors LLCINVESTMENT ADVISOR$37,573not reported in the loaded dataset2023
Godsey & Gibb IncINVESTMENT ADVISOR$36,226not reported in the loaded dataset2023
Brookstone Capital ManagementINVESTMENT ADVISOR$36,011not reported in the loaded dataset2023
Wambolt & AssociatesINVESTMENT ADVISOR$35,736not reported in the loaded dataset2023
Wealthnet Investments LLCINVESTMENT ADVISOR$35,013not reported in the loaded dataset2023
Financial Advocates InvestmentINVESTMENT ADVISOR$32,957not reported in the loaded dataset2023
Financial Engines Advisors LLCINVESTMENT ADVISOR$32,846not reported in the loaded dataset2023
Regal Investment Advisors LLCINVESTMENT ADVISOR$31,230not reported in the loaded dataset2023
Market GuardINVESTMENT ADVISOR$30,130not reported in the loaded dataset2023
Generational Wealth AdvisorsINVESTMENT ADVISOR$29,561not reported in the loaded dataset2023
Pacific Financial Group IncINVESTMENT ADVISOR$29,263not reported in the loaded dataset2023
Financial Engines Advisors LLCINVESTMENT ADVISOR$29,019not reported in the loaded dataset2023
Chemistry WealthINVESTMENT ADVISOR$28,224not reported in the loaded dataset2023
Private Capital Management LLCINVESTMENT ADVISOR$28,007not reported in the loaded dataset2023
Segall Bryant & Hamill LLCINVESTMENT ADVISOR$25,798not reported in the loaded dataset2023
First Foundation AdvisorsINVESTMENT ADVISOR$25,706not reported in the loaded dataset2023
Capfinancial Partners LLCINVESTMENT ADVISOR$23,322not reported in the loaded dataset2023
Polaris Wealth Advisory GroupINVESTMENT ADVISOR$23,314not reported in the loaded dataset2023
Balboa Wealth Partners IncINVESTMENT ADVISOR$23,282not reported in the loaded dataset2023
Avidian Wealth Solutions LLCINVESTMENT ADVISOR$23,211not reported in the loaded dataset2023
Toth Financial Advisory CorpINVESTMENT ADVISOR$23,153not reported in the loaded dataset2023
Manhattan West Asset ManagemenINVESTMENT ADVISOR$22,310not reported in the loaded dataset2023
Stratos Wealth Partners LtdINVESTMENT ADVISOR$21,973not reported in the loaded dataset2023
Lmcg Investments LLCINVESTMENT ADVISOR$21,565not reported in the loaded dataset2023
Corient Private Wealth LLCINVESTMENT ADVISOR$21,271not reported in the loaded dataset2023
Bellingham Capital ManagementINVESTMENT ADVISOR$21,268not reported in the loaded dataset2023
Mpi Wealth Management LLCINVESTMENT ADVISOR$21,168not reported in the loaded dataset2023
Index Fund Advisors IncINVESTMENT ADVISOR$21,047not reported in the loaded dataset2023
Graver Capital Management LLCINVESTMENT ADVISOR$20,920not reported in the loaded dataset2023
Beta Management ConsultingINVESTMENT ADVISOR$20,518not reported in the loaded dataset2023
Efficient Advisors LLCINVESTMENT ADVISOR$20,236not reported in the loaded dataset2023
Martel Wealth Advisors IncINVESTMENT ADVISOR$20,173not reported in the loaded dataset2023
Stonemark Wealth MgmtINVESTMENT ADVISOR$20,065not reported in the loaded dataset2023
Manchester Financial IncINVESTMENT ADVISOR$19,975not reported in the loaded dataset2023
Mcshane PartnersINVESTMENT ADVISOR$19,536not reported in the loaded dataset2023
Cwa Asset Management Group LLCINVESTMENT ADVISOR$19,242not reported in the loaded dataset2023
Interocean Capital Group LLCINVESTMENT ADVISOR$18,986not reported in the loaded dataset2023
Brooks Hughes & Jones IncINVESTMENT ADVISOR$18,848not reported in the loaded dataset2023
Stoker Ostler Wealth AdvisorsINVESTMENT ADVISOR$18,602not reported in the loaded dataset2023
Heritage Investment GroupINVESTMENT ADVISOR$18,273not reported in the loaded dataset2023
Alpha Financial ManagementINVESTMENT ADVISOR$18,050not reported in the loaded dataset2023
Kozak & Tripp Private Asset MaINVESTMENT ADVISOR$17,764not reported in the loaded dataset2023
Cibc Private Wealth Advisors IINVESTMENT ADVISOR$17,492not reported in the loaded dataset2023
Zhang Financial LLCINVESTMENT ADVISOR$17,408not reported in the loaded dataset2023
Mission Wealth Management LpINVESTMENT ADVISOR$16,436not reported in the loaded dataset2023
The Mather Group LLCINVESTMENT ADVISOR$16,423not reported in the loaded dataset2023
Hedeker Wealth LLCINVESTMENT ADVISOR$16,334not reported in the loaded dataset2023
Vomund Investment Mgmt LLCINVESTMENT ADVISOR$16,058not reported in the loaded dataset2023
Fortune Wealth Management LLCINVESTMENT ADVISOR$15,954not reported in the loaded dataset2023
Latitude Advisors LLCINVESTMENT ADVISOR$15,896not reported in the loaded dataset2023
Avior Wealth Management LLCINVESTMENT ADVISOR$15,791not reported in the loaded dataset2023
Cookson Peirce & Co IncINVESTMENT ADVISOR$15,532not reported in the loaded dataset2023
The Capital Managment CorporatINVESTMENT ADVISOR$15,368not reported in the loaded dataset2023
The Private Investment Group IINVESTMENT ADVISOR$15,343not reported in the loaded dataset2023
Integrated Advisors Network LlINVESTMENT ADVISOR$15,288not reported in the loaded dataset2023
J V Bruni And CompanyINVESTMENT ADVISOR$15,140not reported in the loaded dataset2023
Lido Advisors LLCINVESTMENT ADVISOR$15,097not reported in the loaded dataset2023
Halter Ferguson Financial IncINVESTMENT ADVISOR$14,938not reported in the loaded dataset2023
John-Luke Financial LLCINVESTMENT ADVISOR$14,851not reported in the loaded dataset2023
Normandy Capital Management LLCINVESTMENT ADVISOR$14,463not reported in the loaded dataset2023
United Capital Financial AdvisINVESTMENT ADVISOR$14,460not reported in the loaded dataset2023
Northcoast Asset ManagementINVESTMENT ADVISOR$14,153not reported in the loaded dataset2023
Hall Private WealthINVESTMENT ADVISOR$14,101not reported in the loaded dataset2023
Marathon Investment ManagementINVESTMENT ADVISOR$13,867not reported in the loaded dataset2023
Trinity Legacy Partners LLCINVESTMENT ADVISOR$13,799not reported in the loaded dataset2023
Lpl Financial LLCINVESTMENT ADVISOR$13,678not reported in the loaded dataset2023
Team Hewins, LLCINVESTMENT ADVISOR$13,524not reported in the loaded dataset2023
River Wealth Advisors LLCINVESTMENT ADVISOR$13,483not reported in the loaded dataset2023
Kcr Wealth Management LLCINVESTMENT ADVISOR$13,266not reported in the loaded dataset2023
Spire Wealth Management LLCINVESTMENT ADVISOR$12,997not reported in the loaded dataset2023
Bsw Wealth Partners Inc A PublINVESTMENT ADVISOR$12,896not reported in the loaded dataset2023
Rg Financial LLCINVESTMENT ADVISOR$12,649not reported in the loaded dataset2023
Sentinel Wealth Management IncINVESTMENT ADVISOR$12,603not reported in the loaded dataset2023
Financial Synergies Wealth AdvINVESTMENT ADVISOR$12,524not reported in the loaded dataset2023
Private Wealth Partners LLCINVESTMENT ADVISOR$12,446not reported in the loaded dataset2023
Brasada Capital Management LpINVESTMENT ADVISOR$12,399not reported in the loaded dataset2023
Glass Jacobson Wealth AdvisorsINVESTMENT ADVISOR$12,342not reported in the loaded dataset2023
Steward Wealth ManagementINVESTMENT ADVISOR$12,319not reported in the loaded dataset2023
Olio Financial Planning LLCINVESTMENT ADVISOR$12,091not reported in the loaded dataset2023
Private Management Group IncINVESTMENT ADVISOR$11,915not reported in the loaded dataset2023
Partnership Wealth MgmntINVESTMENT ADVISOR$11,869not reported in the loaded dataset2023
Blue Trust IncINVESTMENT ADVISOR$11,848not reported in the loaded dataset2023
Argi Investment Services LLCINVESTMENT ADVISOR$11,796not reported in the loaded dataset2023
Bouchey Financial Group LtdINVESTMENT ADVISOR$11,782not reported in the loaded dataset2023
Carlton Hofferkamp And Jenks WINVESTMENT ADVISOR$11,620not reported in the loaded dataset2023
Cuso Financial Services LpINVESTMENT ADVISOR$11,272not reported in the loaded dataset2023
Coldstream Wealth ManagementINVESTMENT ADVISOR$11,190not reported in the loaded dataset2023
Mcnaughton WealthINVESTMENT ADVISOR$11,160not reported in the loaded dataset2023
Highlander Wealth Services LLCINVESTMENT ADVISOR$10,942not reported in the loaded dataset2023
Optimize Financial IncINVESTMENT ADVISOR$10,807not reported in the loaded dataset2023
Moisand Fitzgerald Tamayo LLCINVESTMENT ADVISOR$10,697not reported in the loaded dataset2023
Buckingham Strategic PartnersINVESTMENT ADVISOR$10,651not reported in the loaded dataset2023
Rwa Wealth Partners LLCINVESTMENT ADVISOR$10,481not reported in the loaded dataset2023
Sanctuary Advisors, LLCINVESTMENT ADVISOR$10,377not reported in the loaded dataset2023
Wealthcare Advisory PartnersINVESTMENT ADVISOR$10,361not reported in the loaded dataset2023
Steven Rzucidlo DbaINVESTMENT ADVISOR$10,319not reported in the loaded dataset2023
Empirical Financial Services LINVESTMENT ADVISOR$10,315not reported in the loaded dataset2023
Cave IncINVESTMENT ADVISOR$10,244not reported in the loaded dataset2023
Financial Security Advisory InINVESTMENT ADVISOR$10,202not reported in the loaded dataset2023
Mills Wealth Advisors LLCINVESTMENT ADVISOR$10,175not reported in the loaded dataset2023
Wealthspire Advisors LLCINVESTMENT ADVISOR$10,159not reported in the loaded dataset2023
Financial Advocates Inv MgmtINVESTMENT ADVISOR$9,842not reported in the loaded dataset2023
Nbc Trust CompanyINVESTMENT ADVISOR$9,768not reported in the loaded dataset2023
Opes Wealth Management LLCINVESTMENT ADVISOR$9,766not reported in the loaded dataset2023
Research Financial StrategiesINVESTMENT ADVISOR$9,671not reported in the loaded dataset2023
Martin Investment Management LINVESTMENT ADVISOR$9,639not reported in the loaded dataset2023
Curran Wealth ManagementINVESTMENT ADVISOR$9,328not reported in the loaded dataset2023
Revisor Wealth Management LLCINVESTMENT ADVISOR$9,116not reported in the loaded dataset2023
Mitchell, Mcleod, Pugh &INVESTMENT ADVISOR$9,098not reported in the loaded dataset2023
Kovitz Investment Group PartneINVESTMENT ADVISOR$9,076not reported in the loaded dataset2023
Financial Advisory Network LLCINVESTMENT ADVISOR$9,042not reported in the loaded dataset2023
Diamond Head Financial AdvisorINVESTMENT ADVISOR$8,991not reported in the loaded dataset2023
Baker Wealth Group LLCINVESTMENT ADVISOR$8,870not reported in the loaded dataset2023
Front Row Advisors LLCINVESTMENT ADVISOR$8,801not reported in the loaded dataset2023
PathstoneINVESTMENT ADVISOR$8,787not reported in the loaded dataset2023
Cornerstone Asset MgmntINVESTMENT ADVISOR$8,732not reported in the loaded dataset2023
Karpinski Financial LLCINVESTMENT ADVISOR$8,670not reported in the loaded dataset2023
Maryland Capital ManagementINVESTMENT ADVISOR$8,617not reported in the loaded dataset2023
Leslie Global Wealth LLCINVESTMENT ADVISOR$8,329not reported in the loaded dataset2023
Breen Wealth Management LLCINVESTMENT ADVISOR$8,314not reported in the loaded dataset2023
Novem GroupINVESTMENT ADVISOR$8,187not reported in the loaded dataset2023
Wellington Capital Advisors LlINVESTMENT ADVISOR$8,100not reported in the loaded dataset2023
Kaltbaum Capital Management LlINVESTMENT ADVISOR$8,092not reported in the loaded dataset2023
Schaefer Financial ManagementINVESTMENT ADVISOR$8,059not reported in the loaded dataset2023
Highpoint Advisor Grp LLCINVESTMENT ADVISOR$8,036not reported in the loaded dataset2023
Sequoia Financial Advisors LLCINVESTMENT ADVISOR$7,953not reported in the loaded dataset2023
Gill Capital Partners LLCINVESTMENT ADVISOR$7,745not reported in the loaded dataset2023
Main Street Research LLCINVESTMENT ADVISOR$7,745not reported in the loaded dataset2023
Wealth Enhancement Advisory SeINVESTMENT ADVISOR$7,741not reported in the loaded dataset2023
Private Advisor Group LLCINVESTMENT ADVISOR$7,735not reported in the loaded dataset2023
Capital Advisors IncINVESTMENT ADVISOR$7,721not reported in the loaded dataset2023
Diligent Investors LLCINVESTMENT ADVISOR$7,639not reported in the loaded dataset2023
Steelpeak Wealth LLCINVESTMENT ADVISOR$7,552not reported in the loaded dataset2023
Providence Asset Mgmt LLCINVESTMENT ADVISOR$7,526not reported in the loaded dataset2023
Webb Financial Group LLCINVESTMENT ADVISOR$7,518not reported in the loaded dataset2023
Broadleaf Partners LLCINVESTMENT ADVISOR$7,423not reported in the loaded dataset2023
Worthpointe LLCINVESTMENT ADVISOR$7,356not reported in the loaded dataset2023
Alpha Financial Advisors LLCINVESTMENT ADVISOR$7,292not reported in the loaded dataset2023
Winans InternationalINVESTMENT ADVISOR$7,282not reported in the loaded dataset2023
Amfg Wealth Management LLCINVESTMENT ADVISOR$7,181not reported in the loaded dataset2023
Private Asset Management IncINVESTMENT ADVISOR$7,036not reported in the loaded dataset2023
Creativeone Wealth LLCINVESTMENT ADVISOR$6,874not reported in the loaded dataset2023
Svb Wealth LLCINVESTMENT ADVISOR$6,818not reported in the loaded dataset2023
Ciovacco Capital ManagementINVESTMENT ADVISOR$6,799not reported in the loaded dataset2023
Nabity-Jensen Investment MgmtINVESTMENT ADVISOR$6,776not reported in the loaded dataset2023
Curtis Advisory Group LLCINVESTMENT ADVISOR$6,731not reported in the loaded dataset2023
Stack Financial Management IncINVESTMENT ADVISOR$6,600not reported in the loaded dataset2023
Vital InvestmentINVESTMENT ADVISOR$6,454not reported in the loaded dataset2023
Veerkloh LLCINVESTMENT ADVISOR$6,392not reported in the loaded dataset2023
Freestone Capital Management LINVESTMENT ADVISOR$6,358not reported in the loaded dataset2023
Strategic Investment SolutionsINVESTMENT ADVISOR$6,268not reported in the loaded dataset2023
Svb Wealth LLCINVESTMENT ADVISOR$6,015not reported in the loaded dataset2023
Copley Investment Management LINVESTMENT ADVISOR$5,890not reported in the loaded dataset2023
Alpha Cubed Investments LLCINVESTMENT ADVISOR$5,863not reported in the loaded dataset2023
Sns Financial Group LLCINVESTMENT ADVISOR$5,847not reported in the loaded dataset2023
Manske Wealth Management LLCINVESTMENT ADVISOR$5,846not reported in the loaded dataset2023
Independent Financial PartnersINVESTMENT ADVISOR$5,668not reported in the loaded dataset2023
Mtr Financial Services LLCINVESTMENT ADVISOR$5,608not reported in the loaded dataset2023
Ameritas Advisory Services LLCINVESTMENT ADVISOR$5,534not reported in the loaded dataset2023
Oxbow Advisors LLCINVESTMENT ADVISOR$5,515not reported in the loaded dataset2023
V Wealth Advisors LLCINVESTMENT ADVISOR$5,275not reported in the loaded dataset2023
Black Diamond Financial LLCINVESTMENT ADVISOR$5,245not reported in the loaded dataset2023
Fpl Capital Management LLCINVESTMENT ADVISOR$5,000not reported in the loaded dataset2023

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