# American Airlines, INC. -Benefits Health & Welfare Plan
Source: https://planprovider.pro/companies/american-airlines-inc-benefits-131502798-515

> 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:** 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](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:** $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|

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