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Retirement plan

THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR FLIGHT ATTENDANTS

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #008PY 2018
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MAIL DROP 8A209, 1 SKYVIEW DRIVE - FORT WORTH, TX 761551801682-278-4734LinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
9 filings
#013Retirement-$10.71B assets#022Retirement-$7.09B assets#006Retirement-$3.58B assets#002Retirement-$2.62B assets#001Retirement-$2.13B assets#003Retirement-$6.8M assets#011Retirement-$3.6M assets#021Retirement-$345K assets#023Retirement--
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(682) 278-4734
Plan administrator signer
NEISHA STRAMBLER-BUTLER
Signed 10/10/2019
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)
$2084.5M
-5.1% from 2016
Total participants
23,585
+0.7% from 2016
Average account balance
$0
No prior year
Annual return
-9.68%
-14.63 pp from 2016

Benchmarks

See 223 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort223 peers
Snapshot2018
Participant deferral / active EE
$0
median $34
Employer contribution / active EE
$6,795
median $5,100
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $7,764,297
Admin fee / account holder
$0
median $62,356
Annual return
-9.68%
median -3.72%
Overall peer rank
25th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.55B
Average account balance
Total assets / participants with a balance (line 6g)
$112K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
13,766
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
$52.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.30%
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 by compensation
ProviderService typeCompensation
MERCER HR SERVICES4+ years
Service code 13 ยท EIN 13-2834414
Contract Administrator
$944,516
STATE STREET4+ years
Service code 15 ยท EIN 04-1867445
Recordkeeping
$169,140
AMERICAN AIRLINES, INC.4+ years
Service code 14 ยท EIN 13-1502798
Plan Administrator
$106,982
WILLIS TOWERS WATSON4+ years
Service code 11 ยท EIN 53-0181291
Actuarial
$79,890
MAYER HOFFMAN MCCANN PC4+ years
Service code 10 ยท EIN 43-1947695
Accounting
$26,306
HAYNES AND BOONE, LLP4+ years
Service code 29 ยท EIN 75-1312888
Legal
$20,507
ERNST & YOUNG LLP4+ years
Service code 10 ยท EIN 34-6565596
Accounting
$8,696
CBIZ3 years
Service code 49 ยท EIN 31-1582098
Other Services
$6,025
JOHN HANCOCK2 years
Service code 28 ยท EIN 04-2769294
Investment Management
$5,705
DELOITTE HASKINS & SELLS3 years
Service code 10
Accounting
$5,372

Enrolled actuary

1 attachment
SB

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

WILLIS TOWERS WATSON US LLC
Enrollment #1705201
500 NORTH AKARD STREET
SUITE 4100
DALLAS, TX 75201
(214) 530-4200
Signed 2019-10-07

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

2 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.

Expense breakdown

Schedule H Part II
Admin total
$1.4M
$109 / participant
  • Contract admin$945K68.6%
  • Other / not subdivided$432K31.4%
% of EOY assets
0.066%
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