Plan Snapshot
- Plan Sponsor: United Airlines, INC.
- Sponsor EIN: 742099724
- Sponsor Address: 233 SOUTH WACKER DRIVE, CHICAGO, IL, 606060649
- Plan Type: DC
- Total Participants: 68,568
- Total Assets: $10.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 68,568 | $10.3B | $164.9M | $452.2M |
| 2023 | 57,326 | $8.9B | $152.4M | $411.7M |
| 2022 | 47,594 | $7.4B | $133.5M | $360.0M |
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 | $1,700,281 | — | $1,700,281 |
| LEARNLUX INC. | CONSULTANT | $430,031 | — | $430,031 |
| UNITED AIRLINES, INC. | PLAN ADMINISTRATOR | $385,369 | — | $385,369 |
| MERCER | INVESTMENT ADVISOR | $204,191 | — | $204,191 |
| WILLIS TOWERS WATSON | CONSULTANT | $58,000 | — | $58,000 |
| MITCHELL & TITUS, LLP | ACCOUNTANT/AUDITOR | $33,820 | — | $33,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- WILLIS TOWERS WATSON — CONSULTANT
- 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: $2,811,692
- Estimated Expense Ratio: 0.027% 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 | $2,668,821 | $58,897 | — | $33,820 | — |
| 2023 | $2,769,168 | $48,023 | — | $33,820 | — |
| 2022 | $2,136,906 | $180,334 | — | — | $36,275 |