Air Line Pilots Association International Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Air Line Pilots Association International
  • Sponsor EIN: 360710830
  • Sponsor Address: 7950 JONES BRANCH DRIVE, SUITE 400S, MCLEAN, VA, 22102
  • Plan Type: Health & Welfare
  • Plan Number: 530
  • Total Participants: 0
  • Total Assets: $198.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$198.2M$7.8M$0
20230$180.3M$7.8M$0
20220$155.1M$8.0M$0

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name Role Direct Compensation Indirect Compensation Total Fees
NORTHERN TRUST COMPANYOther Service Provider$258,982—$258,982
CENTRAL DATA SERVICES, INCOther Service Provider$160,235—$160,235
LOOMIS SAYLESOther Service Provider$97,591—$97,591
THE SEGAL COMPANYOther Service Provider$39,780—$39,780
WITHUMSMITH+BROWNAuditor$28,080—$28,080
AIR LINE PILOTS ASSOCIATION, INT'LOther Service Provider$14,863—$14,863
GRADY, AARONCustodian / Trustee$13,632—$13,632
JETER, DAVIDCustodian / Trustee$11,667—$11,667
BROOME, MICHAELCustodian / Trustee$6,381—$6,381

Verified Provider Profiles

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Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $631,211
  • Estimated Expense Ratio: 0.318% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year Total Admin Expenses Investment Mgmt Fees Contract Admin Fees IQPA Audit Fees Professional Fees
2024$683,345$258,982$160,235$28,080—
2023$799,524$78,400$154,860$29,901—
2022$630,742$299,744$117,247—$28,080

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