# American Airlines, INC. -Benefits Health & Welfare Plan
Source: https://planprovider.pro/companies/american-airlines-inc-benefits-131502798-511

> 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:** 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)](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-airlines-inc-benefits-131502798-511)

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