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Retirement plan

AMERICAN AIRLINES, INC. NON-PILOT VARIABLE PLAN

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #003PY 2017
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MAIL DROP 5113, 4333 AMON CARTER BLVD - FORT WORTH, TX 761552605817-967-1443LinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
10 filings
#013Retirement-$10.96B assets#022Retirement-$7.12B assets#006Retirement-$4.07B assets#002Retirement-$2.98B assets#001Retirement-$2.39B assets#008Retirement-$2.36B assets#011Retirement-$3.3M assets#023Retirement-$2.5M assets#021Retirement-$492K assets#025Retirement--
Prospect flagsHigh retiree %Low participationWind-down / frozen

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)
$8.4M
+1.6% from 2016
Total participants
247
+7.5% from 2016
Average account balance
$47,355
-5.5% from 2016
Annual return
15.21%
-14.45 pp from 2016

Benchmarks

See 6,286 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants<25
Cohort6,286 peers
Snapshot2017
Participant deferral / active EE
$0
median $2,925
Employer contribution / active EE
$0
median $1,497
Participation rate
0.0%
median 87.5%
Avg account balance
$47,355
median $46,303
Admin fee / account holder
$253
median $433
Annual return
15.21%
median 14.90%
Overall peer rank
36th 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 PC3+ years
Service code 10 ยท EIN 43-1947695
Accounting
$18,524
WILLIS TOWERS WATSON3+ years
Service code 11 ยท EIN 53-0181291
Actuarial
$10,000
AMERICAN AIRLINES, INC.3+ years
Service code 14 ยท EIN 13-1502798
Plan Administrator
$7,797
MERCER2 years
Service code 13 ยท EIN 13-2834414
Contract Administrator
$6,509

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

3 tripped
  • OpportunityLow participation

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

  • 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
$45K
$2358 / participant
  • Contract admin$7K14.5%
  • Other / not subdivided$38K85.5%
% of EOY assets
0.535%
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