Plan Snapshot
- Plan Sponsor: United Airlines, INC.
- Sponsor EIN: 742099724
- Sponsor Address: BENEFITS DEPARTMENT-WHQHR, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Plan Number: 512
- Total Participants: 17,186
- Total Assets: $305.9M
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 | 17,186 | $305.9M | $96.8M | $33.3M |
| 2023 | 16,396 | $293.0M | $68.4M | $32.0M |
| 2022 | 14,602 | $230.5M | $29.2M | $16.4M |
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 |
|---|---|---|---|---|
| REED GROUP | Other Service Provider | $993,626 | — | $993,626 |
| PIMCO | Investment Advisor | $99,225 | — | $99,225 |
| ALIGHT SOLUTIONS | Recordkeeper | $38,005 | — | $38,005 |
| WELLINGTON MANAGEMENT | Investment Advisor | $35,318 | — | $35,318 |
| MITCHELL & TITUS, LLP | Auditor | $21,561 | — | $21,561 |
| COMERICA BANK | Custodian / Trustee | $9,244 | — | $9,244 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS — Recordkeeper
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,196,979
- Estimated Expense Ratio: 0.391% 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 | $1,355,290 | $219,419 | $38,005 | $21,561 | — |
| 2023 | $1,338,429 | $142,714 | $43,674 | $21,561 | — |
| 2022 | $1,199,914 | $258,686 | $884,945 | — | $56,283 |