Ua Carp Overlay Account — 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, Ua Carp Overlay Account is a benefit plan reported by United Airlines, Inc. under EIN 90-0134602 and plan number 301. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $26,374,567 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26.4MPlan net assets, end of year$26,374,567
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$38.6K1 Schedule C provider row(s)$38,586
- Plan sponsor
- United Airlines, Inc.
- EIN
- 90-0134602
- Plan number
- 301
- Plan type
- 4
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20251008085944NAL0005304561001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$26.4M total assets
Net assets$26.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,374,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,374,567
- Net assets (BOY)
- $84,971,618
Income & contributions
- Total contributions
- $0
- Total income / additions
- -$47,558,465
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $38,586
- Total expenses
- $38,586
- Net increase / (decrease)
- -$47,597,051
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | TRUSTEE | $38,586 | not reported in the loaded dataset | 2023 |