PlanOptica
Retirement plan

AMERICAN AIRLINES, INC. NON-PILOT VARIABLE PLAN

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #003PY 2015
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4333 AMON CARTER BOULEVARD, MAIL DROP 5113 - FORT WORTH, TX 76155817-967-1443LinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
10 filings
#013Retirement-$7.05B assets#022Retirement-$4.68B assets#006Retirement-$3.34B assets#002Retirement-$2.52B assets#008Retirement-$1.91B assets#001Retirement-$1.88B assets#024Retirement-$1.25B assets#023Retirement-$724.6M assets#021Retirement-$3.7M assets#011Retirement-$2.0M assets
Prospect flagsHigh retiree %Low returnsLow participationWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(817) 967-1443
Plan administrator signer
LORAL BLINDE
Signed 10/14/2016
Plan administrator entity
AMERICAN AIRLINES, INC. - HR SERVICES
EIN 131502798
4333 AMON CARTER BLVD., MAIL DROP 5146 ยท FORT WORTH, TX 76155
(800) 447-2000
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Summary metrics

Total assets (EOY)
$8M
+1.6% from 2016
Total participants
273
+7.5% from 2016
Average account balance
$42,572
-5.5% from 2016
Annual return
-5.59%
-14.45 pp from 2016

Benchmarks

See 5,259 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants<25
Cohort5,259 peers
Snapshot2015
Participant deferral / active EE
$0
median $2,838
Employer contribution / active EE
$0
median $1,502
Participation rate
0.0%
median 87.5%
Avg account balance
$42,572
median $41,105
Admin fee / account holder
$284
median $402
Annual return
-5.59%
median -1.44%
Overall peer rank
27th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$5.31M
Average account balance
Total assets / participants with a balance (line 6g)
$44K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
160
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
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+7.06%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$828
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 4 by compensation
ProviderService typeCompensation
MAYER HOFFMAN MCCANN PC1+ years
Service code 10 ยท EIN 43-1947695
Accounting
$19,898
WILLIS TOWERS WATSON1+ years
Service code 11 ยท EIN 53-0181291
Actuarial
$10,000
AMERICAN AIRLINES, INC.1+ years
Service code 13 ยท EIN 13-1502798
Contract Administrator
$8,030
THE ALDEN GROUP1+ years
Service code 13
4626 1/2 PROSPECT AVENUE ยท LOS ANGELES, CA 90027
Contract Administrator
$6,361

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 codes2A2C3H
Plan features
  • 2A
    Age/service weighted or new comparability plan
    Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
  • 2C
    Money purchase plan
    Money purchase pension plan other than a target benefit plan.
  • 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

4 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

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

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$53K
$2429 / participant
  • Other / not subdivided$53K100.0%
% of EOY assets
0.668%
all-in expense ratio
Categories reported
0 / 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