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: 511
- Total Participants: 0
- Total Assets: $1.6M
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 | $1.6M | $4.5M | $1.9M |
| 2023 | 7,072 | $2.1M | $4.5M | $2.0M |
| 2022 | 7,365 | $2.5M | $4.8M | $2.2M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE | Other Service Provider | $162,016 | — | $162,016 |
| ALIGHT (AON HEWITT) | Recordkeeper | $65,076 | — | $65,076 |
| CBIZ CPAS P.C. | Other Service Provider | $23,496 | — | $23,496 |
| WILLIS TOWERS WATSON | Actuary | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT (AON HEWITT) — Recordkeeper
- WILLIS TOWERS WATSON — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,088
- Estimated Expense Ratio: 15.859% 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 | $267,270 | — | $229,212 | $23,496 | — |
| 2023 | $284,559 | — | $242,714 | $22,780 | — |
| 2022 | $306,855 | — | $268,565 | — | $38,290 |