United Airlines 401(K) Savings 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 401(K) Savings Plan is a benefit plan reported by United Airlines, Inc. under EIN 74-2099724 and plan number 222. The latest loaded filing year is 2023. The filing reports 67,689 participants and $8,888,710,210 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
222
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
67,689
End-of-year plan assets
$8,888,710,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202367,689H, C20241010175111NAL0021552849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,888,710,210
Total liabilities (EOY)
$70,330
Net assets (EOY)
$8,888,639,880
Net assets (BOY)
$7,420,558,891

Income & contributions

Employer contributions
$152,356,466
Participant contributions
$411,682,184
Total contributions
$602,675,393
Total income / additions
$2,074,897,360

Expenses & distributions

Benefits paid
$601,920,640
Administrative expenses
$2,769,168
Total expenses
$604,689,808
Net increase / (decrease)
$1,470,207,552

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$2,399,024$02023
MercerINVESTMENT ADVISOR$135,345not reported in the loaded dataset2023
Learnlux Inc.CONSULTANT$134,404not reported in the loaded dataset2023
Willis Towers WatsonCONSULTANT$85,205not reported in the loaded dataset2023
United Airlines, Inc.PLAN ADMINISTRATOR$68,692not reported in the loaded dataset2023
Mitchell & Titus, LlpACCOUNTANT/AUDITOR$33,820not reported in the loaded dataset2023

Related Form 5500 pages