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: 536
- Total Participants: 1,259
- Total Assets: $169.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,259 | $169.7M | $3.9M | $0 |
| 2023 | 1,184 | $152.5M | $2.1M | $0 |
| 2022 | 1,017 | $131.8M | $1.4M | $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 COMPANY | Other Service Provider | $237,934 | — | $237,934 |
| WITHUMSMITH+BROWN | Auditor | $86,239 | — | $86,239 |
| LOOMIS | Other Service Provider | $82,181 | — | $82,181 |
| CDS ADMINISTRATORS | Other Service Provider | $73,545 | — | $73,545 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $479,899
- Estimated Expense Ratio: 0.283% 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 | $514,494 | $82,181 | $73,545 | $86,239 | — |
| 2023 | $495,219 | $173,893 | $51,135 | $30,680 | — |
| 2022 | $482,000 | $336,538 | $72,848 | — | $33,280 |