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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 2023
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MAIL DROP 8A209, 1 SKYVIEW DRIVE - FORT WORTH, TX 761551801682-278-4774LinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
8 filings
#013Retirement-$14.68B assets#022Retirement-$10.34B assets#002Retirement-$2.86B assets#001Retirement-$2.73B assets#008Retirement-$2.56B assets#003Retirement-$5.3M assets#011Retirement-$4.6M assets#021Retirement-$60K assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(682) 278-4774
Plan administrator signer
LAKRESA BROWN
Signed 10/11/2024
Plan administrator entity
AMERICAN AIRLINES, INC. - HR SERVICES
EIN 131502798
MAIL DROP 8A207, 1 SKYVIEW DRIVE ยท FORT WORTH, TX 761551801
(800) 447-2000
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Summary metrics

Total assets (EOY)
$4283.2M
-5.4% from 2016
Total participants
36,441
+1.1% from 2016
Average account balance
$0
No prior year
Annual return
10.40%
-14.55 pp from 2016

Benchmarks

See 191 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort191 peers
Snapshot2023
Participant deferral / active EE
$0
median $12
Employer contribution / active EE
$3,805
median $5,926
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
10.40%
median 8.27%
Overall peer rank
45th 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 9 by compensation
ProviderService typeCompensation
FIDELITY3 years
Service code 13 ยท EIN 04-3532603
Contract Administrator
$1,721,401
STATE STREET9+ years
Service code 21 ยท EIN 04-1867445
Bank Trustee
$225,213
WILLIS TOWERS WATSON9+ years
Service code 11 ยท EIN 53-0181291
Actuarial
$204,973
TELUS HEALTH1 year
Service code 13 ยท EIN 52-1883918
Contract Administrator
$141,712
DXC TECHNOLOGY SERVICES2 years
Service code 15 ยท EIN 82-2287119
Recordkeeping
$109,499
CBIZ CPAS P.C.1 year
Service code 10 ยท EIN 43-1947695
Accounting
$27,170
ERNST & YOUNG2 years
Service code 10 ยท EIN 34-6565596
Accounting
$23,654
QDRO CONSULTANTS2 years
Service code 16 ยท EIN 34-1820650
Consulting
$9,900
HAYNES AND BOONE, LLP9+ years
Service code 29 ยท EIN 75-1312888
Legal
$9,672

Enrolled actuary

1 attachment
SB

CARLA S LIBBY

WILLIS TOWERS WATSON US LLC
Enrollment #2305201
500 NORTH AKARD STREET
SUITE 4300
DALLAS, TX 75201
(214) 530-4200
Signed 2024-10-01

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
$30.1M
$2242 / participant
  • Recordkeeping$2M6.7%
  • Trustee / custodial$225K0.7%
  • Legal$10K0.0%
  • Actuarial$205K0.7%
  • Other / not subdivided$28M91.8%
% of EOY assets
0.702%
all-in expense ratio
Categories reported
4 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
CBIZ CPAS P.C.
Auditor EIN
431947695
Audit fees
$27,170
Opinion code
Unqualified