Plan Snapshot
- Plan Sponsor: Delta Air Lines, INC.
- Sponsor EIN: 580218548
- Sponsor Address: 1030 DELTA BOULEVARD, ATLANTA, GA, 303546001
- Plan Type: Health & Welfare
- Plan Number: 547
- Total Participants: 0
- Total Assets: $6.8M
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. |
|---|---|---|---|---|
| 2025 | 0 | $6.8M | $0 | $0 |
| 2024 | 0 | $6.1M | $1.5M | $3.1M |
| 2023 | 0 | $7.4M | $2.5M | $3.5M |
| 2022 | 0 | $6.6M | $2.5M | $4.2M |
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 |
|---|---|---|---|---|
| UMR, INC. | Recordkeeper | $192,963 | — | $192,963 |
| QUANTUM HEALTH, INC. | Recordkeeper | $98,242 | — | $98,242 |
| BDO USA, P.C. | Auditor | $34,319 | — | $34,319 |
| DELTA DENTAL INSURANCE COMPANY | Recordkeeper | $24,172 | — | $24,172 |
| CVS PHARMACY, INC. | Other Service Provider | $19,063 | — | $19,063 |
| JP MORGAN CHASE | Custodian / Trustee | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $376,759
- Estimated Expense Ratio: 5.531% 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 |
|---|---|---|---|---|---|
| 2025 | $4,266,089 | — | $334,440 | $34,319 | — |
| 2024 | $976,520 | — | $814,874 | $27,646 | — |
| 2023 | $918,985 | — | $823,014 | $48,211 | — |
| 2022 | $524,736 | — | $461,194 | — | $63,542 |