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: 515
- Total Participants: 0
- Total Assets: $127.7M
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 | 0 | $127.7M | $2.6M | $2.3M |
| 2023 | 28,030 | $132.6M | $3.0M | $2.6M |
| 2022 | 29,073 | $131.2M | $2.6M | $2.9M |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS | Recordkeeper | $1,704,627 | — | $1,704,627 |
| EMPOWER GREAT WEST TRUST | Recordkeeper | $1,000,000 | — | $1,000,000 |
| UNITED HEALTHCARE | Other Service Provider | $241,519 | — | $241,519 |
| BLUE CROSS BLUE SHIELD | Other Service Provider | $207,691 | — | $207,691 |
| CVS HEALTH | Other Service Provider | $57,763 | — | $57,763 |
| WILLIS TOWERS WATSON | Actuary | $46,000 | — | $46,000 |
| CBIZ CPAS P.C. | Other Service Provider | $38,312 | — | $38,312 |
| ERNST & YOUNG, LLP | Other Service Provider | $14,630 | — | $14,630 |
| STATE STREET BANK AND TRUST | Custodian / Trustee | $5,641 | — | $5,641 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS — 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: $3,316,183
- Estimated Expense Ratio: 2.596% 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 | $3,316,183 | — | $2,211,600 | $38,312 | — |
| 2023 | $3,590,794 | — | $2,508,913 | $37,150 | — |
| 2022 | $3,508,953 | — | $3,432,682 | — | $76,271 |