# American Airlines, INC. -Benefits Health & Welfare Plan
Source: https://planprovider.pro/companies/american-airlines-inc-benefits-131502798-503

> American Airlines, INC. -Benefits's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ernst-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-airlines-inc-benefits-131502798-503)

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