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Retirement plan

THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR AGENT, MANAGEMENT, SPECIALIST, SUPPORT PERSONNEL AND OFFICERS

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #002PY 2017
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MAIL DROP 5113, 4333 AMON CARTER BLVD - FORT WORTH, TX 761552605817-967-1443LinkedIn10001+ employeesairlines/aviation
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10 filings
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Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(817) 967-1443
Plan administrator signer
PATRICK OKEEFFE
Signed 10/12/2018
Plan administrator entity
AMERICAN AIRLINES, INC. - HR SERVICES
EIN 131502798
MAIL DROP 5146, 4333 AMON CARTER BLVD ยท FORT WORTH, TX 761552605
(800) 447-2000
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Summary metrics

Total assets (EOY)
$2980.8M
-6.0% from 2016
Total participants
33,362
+1.5% from 2016
Average account balance
$0
No prior year
Annual return
17.87%
-14.26 pp from 2016

Benchmarks

See 206 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort206 peers
Snapshot2017
Participant deferral / active EE
$0
median $71
Employer contribution / active EE
$12,601
median $8,196
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
17.87%
median 13.38%
Overall peer rank
69th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.66B
Average account balance
Total assets / participants with a balance (line 6g)
$107K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
20,385
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$69.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$16K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.17%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 9 by compensation
ProviderService typeCompensation
MERCER HR SERVICES3+ years
Service code 13 ยท EIN 13-2834414
Contract Administrator
$2,247,093
STATE STREET3+ years
Service code 15 ยท EIN 04-1867445
Recordkeeping
$135,698
AMERICAN AIRLINES, INC.3+ years
Service code 14 ยท EIN 13-1502798
Plan Administrator
$104,070
WILLIS TOWERS WATSON3+ years
Service code 11 ยท EIN 53-0181291
Actuarial
$91,366
JOHN HANCOCK1 year
Service code 28 ยท EIN 04-2769294
Investment Management
$30,110
MAYER HOFFMAN MCCANN PC3+ years
Service code 10 ยท EIN 43-1947695
Accounting
$26,224
HAYNES AND BOONE, LLP3+ years
Service code 29 ยท EIN 75-1312888
Legal
$20,313
DELOITTE HASKINS & SELLS3+ years
Service code 10
Accounting
$15,116
ERNST & YOUNG LLP3+ years
Service code 10 ยท EIN 34-6565596
Accounting
$6,278

Enrolled actuary

1 attachment
SB

CARLA LIBBY, A.S.A., E.A.

TOWERS WATSON DELAWARE, INC.
Enrollment #1705201
500 NORTH AKARD ST., SUITE 4100
DALLAS, TX 75201
(214) 530-4200
Signed 2018-10-08

Top hat statement on fileNQDC

Filed October 18, 2004 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A1I3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$2.7M
$322 / participant
  • Contract admin$2M83.7%
  • Other / not subdivided$438K16.3%
% of EOY assets
0.090%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
MAYER HOFFMAN MCCANN PC
Auditor EIN
431947695
Audit fees
(not subdivided)
Opinion code
Disclaimer