Plan Snapshot
- Plan Sponsor: United Airlines, INC.
- Sponsor EIN: 742099724
- Sponsor Address: 233 SOUTH WACKER DRIVE, CHICAGO, IL, 606060649
- Plan Type: DC
- Total Participants: 27,891
- Total Assets: $5.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 27,891 | $5.3B | $85.5M | $182.4M |
| 2023 | 27,196 | $4.6B | $80.5M | $165.5M |
| 2022 | 24,331 | $3.9B | $74.0M | $160.6M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $718,471 | — | $718,471 |
| LEARNLUX INC. | CONSULTANT | $183,292 | — | $183,292 |
| MERCER | INVESTMENT ADVISOR | $70,809 | — | $70,809 |
| MITCHELL & TITUS, LLP | ACCOUNTANT/AUDITOR | $22,094 | — | $22,094 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- MITCHELL & TITUS, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $994,666
- Estimated Expense Ratio: 0.019% 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 | $969,259 | $45,402 | — | $22,094 | — |
| 2023 | $988,241 | $53,241 | — | $22,094 | — |
| 2022 | $832,313 | $94,666 | — | — | $24,324 |