Retirement plan
AMERICAN AIRLINES, INC. NON-PILOT VARIABLE PLAN
AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #003PY 2019
MAIL DROP 8A209, 1 SKYVIEW DRIVE - FORT WORTH, TX 761551801682-278-4734LinkedIn10001+ employeesairlines/aviation
Prospect flagsHigh retiree %Low participationWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
PATRICK OKEEFFE
Signed 10/08/2020
Plan administrator entity
AMERICAN AIRLINES, INC. - HR SERVICES
EIN 131502798
MAIL DROP 8A207, 1 SKYVIEW DRIVE ยท FORT WORTH, TX 761551801
(800) 447-2000Summary metrics
Total assets (EOY)
$7.2M
+1.6% from 2016
Total participants
213
+7.5% from 2016
Average account balance
$47,682
-5.5% from 2016
Annual return
18.30%
-14.45 pp from 2016
Benchmarks
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants<25
Cohort6,729 peers
Snapshot2019
0
Participant deferral / active EE
$0
median $3,070
0
Employer contribution / active EE
$0
median $1,508
0
Participation rate
0.0%
median 87.5%
46
Avg account balance
$47,682
median $46,440
51
Admin fee / account holder
$256
median $442
37
Annual return
18.30%
median 19.75%
Overall peer rank
34of 100
34th 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 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN PC5+ years Service code 10 ยท EIN 43-1947695 | Accounting | $17,177 |
WILLIS TOWERS WATSON5+ years Service code 11 ยท EIN 53-0181291 | Actuarial | $13,624 |
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.
Plan features & details
Pension benefit codes2A2C3H
Plan features
- 2AAge/service weighted or new comparability planAge/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).
- 2CMoney purchase planMoney purchase pension plan other than a target benefit plan.
- 3HControlled group memberPlan 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
$39K
$2595 / participant
- Contract admin$6K16.1%
- Other / not subdivided$33K83.9%
% of EOY assets
0.537%
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