Retirement plan

AMERICAN AIRLINES, INC. PILOT RETIREMENT BENEFIT PROGRAM VARIABLE INCOME PLAN

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #011PY 2017
MAIL DROP 5113, 4333 AMON CARTER BLVD - FORT WORTH, TX 761552605817-967-1443LinkedIn10001+ employeesairlines/aviation
Prospect flagsWind-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

Summary metrics

Total assets (EOY)
$3.3M
-12.0% from 2016
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
43.38%
+98.20 pp from 2016

Benchmarks

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
$0
median $46,303
Admin fee / account holder
$0
median $433
Annual return
43.38%
median 14.90%
Overall peer rank
86th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$5.03M
Average account balance
Total assets / participants with a balance (line 6g)
Not enough data
0 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
Not enough data
0 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
Not enough data
0 years with eligibility data
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
+8.36%
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
Not enough data
0 years with F_SCH_H allocation on file

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

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 codes2C3H
Plan features
  • 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

1 tripped
  • 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
$20K
  • Other / not subdivided$20K100.0%
% of EOY assets
0.600%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-