Plan Snapshot
- Plan Sponsor: American Airlines, INC. -Benefits
- Sponsor EIN: 131502798
- Sponsor Address: MD 8A202, FORT WORTH, TX, 76155
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 0
- Total Assets: $129.0M
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 | 0 | $129.0M | $0 | $123,524 |
| 2023 | 798 | $121.3M | $0 | $137,006 |
| 2022 | 948 | $108.2M | $0 | $156,611 |
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 |
|---|---|---|---|---|
| HEALTHFIRST, TPA | Recordkeeper | $309,627 | — | $309,627 |
| CBIZ CPAS P.C. | Other Service Provider | $27,075 | — | $27,075 |
| EARNST & YOUNG, LLP | Auditor | $8,189 | — | $8,189 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EARNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $344,891
- Estimated Expense Ratio: 0.267% 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 | $347,871 | — | $309,627 | $27,075 | — |
| 2023 | $239,881 | — | $202,565 | $26,270 | — |
| 2022 | $242,461 | — | $208,080 | — | $34,381 |