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Retirement plan

THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR EMPLOYEES REPRESENTED BY THE TRANSPORT WORKERS UNION OF AMERICA, AFL-CIO

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #006PY 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#002Retirement-$2.52B assets#008Retirement-$1.91B assets#001Retirement-$1.88B assets#024Retirement-$1.25B assets#023Retirement-$724.6M assets#003Retirement-$8.0M assets#021Retirement-$3.7M assets#011Retirement-$2.0M assets
Prospect flagsHigh retiree %Low returnsWind-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)
$3336.2M
-5.4% from 2016
Total participants
42,472
+1.1% from 2016
Average account balance
$0
No prior year
Annual return
-4.01%
-14.55 pp from 2016

Benchmarks

See 209 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort209 peers
Snapshot2015
Participant deferral / active EE
$0
median $28
Employer contribution / active EE
$0
median $5,273
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $47,522
Admin fee / account holder
$0
median $275
Annual return
-4.01%
median -0.88%
Overall peer rank
7th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$4.26B
Average account balance
Total assets / participants with a balance (line 6g)
$120K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
22,692
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
$70.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$5K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.37%
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 10 of 11 by compensation
ProviderService typeCompensation
MERCER HR SERVICES1+ years
Service code 13 ยท EIN 13-2834414
Contract Administrator
$1,060,265
IBM1+ years
Service code 13 ยท EIN 13-0871985
Contract Administrator
$473,118
STATE STREET1+ years
Service code 15 ยท EIN 04-1867445
Recordkeeping
$236,322
AMERICAN AIRLINES, INC.1+ years
Service code 13 ยท EIN 13-1502798
Contract Administrator
$174,708
WILLIS TOWERS WATSON1+ years
Service code 11 ยท EIN 53-0181291
Actuarial
$127,713
MAYER HOFFMAN MCCANN PC1+ years
Service code 10 ยท EIN 43-1947695
Accounting
$25,690
HAYNES AND BOONE, LLP1+ years
Service code 29 ยท EIN 75-1312888
Legal
$23,509
THE ALDEN GROUP1+ years
Service code 13
4626 1/2 PROSPECT AVENUE ยท LOS ANGELES, CA 90027
Contract Administrator
$18,584
DELOITTE HASKINS & SELLS1+ years
Service code 10
Accounting
$7,973
ERNST & YOUNG LLP1+ years
Service code 10 ยท EIN 34-6565596
Accounting
$5,050

Enrolled actuary

1 attachment
SB

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

TOWERS WATSON DELAWARE, INC.
Enrollment #1405201
500 NORTH AKARD ST., SUITE 4100
DALLAS, TX 75201
(214) 530-4200
Signed 2016-10-04

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

3 tripped
  • 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
$2.2M
$110 / participant
  • Contract admin$2M70.7%
  • Other / not subdivided$635K29.3%
% of EOY assets
0.065%
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