PlanOptica
Retirement plan

THE CONTINENTAL RETIREMENT PLAN

UNITED AIRLINES, INC.EIN 74-2099724Plan #010PY 2018
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609 MAIN STREET, HSCBP - HOUSTON, TX 77002877-825-3729united.comLinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
5 filings
#202Retirement-$8.70B assets#222Retirement-$6.78B assets#008Retirement-$3.29B assets#011Retirement-$581.9M assets#205Retirement-$149.8M assets
Prospect flagsLow returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(877) 825-3729
Plan administrator signer
F. RAINIER VILLATUYA
Signed 10/09/2019
How to read this page

Summary metrics

Total assets (EOY)
$3633.6M
-10.8% from 2017
Total participants
41,198
-4.1% from 2017
Average account balance
$0
No prior year
Annual return
-5.64%
-8.32 pp from 2017

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
$18,902
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
-5.64%
median -3.72%
Overall peer rank
44th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$3.51B
Average account balance
Total assets / participants with a balance (line 6g)
$99K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
9,216
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
$280.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$11K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.14%
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 5 by compensation
ProviderService typeCompensation
ALIGHT SOLUTIONS LLC1 year
Service code 15 · EIN 36-2235791
Recordkeeping
$1,658,697
TOWERS WATSON INVESTMENT SERVICES I1 year
Service code 16 · EIN 52-1868818
Consulting
$201,745
STATE STREET BANK AND TRUST CO.3+ years
Service code 18 · EIN 04-1867445
Investment management fees paid direc...
$58,752
UNITED AIRLINES, INC.1 year
Service code 49 · EIN 74-2099724
Other Services
$47,167
WASHINGTON, PITTMAN & MCKEEVER, LLC3+ years
Service code 10 · EIN 36-4189747
Accounting
$32,650

Enrolled actuary

1 attachment
SB

REBECCA J. PETERSEN

WILLIS TOWERS WATSON US LLC
Enrollment #1707092
233 SOUTH WACKER DRIVE
SUITE 1800
CHICAGO, IL 606061900
(312) 288-7700
Signed 2019-09-19

Top hat statement on fileNQDC

Filed December 24, 2004 (most recent of 6 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 codes1A3H3J
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).
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
  • 3J
    U.S.-based Puerto Rico dual-qualified plan
    U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

Opportunity flags

1 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$12.0M
$356 / participant
  • Investment mgmt$7M59.2%
  • Contract admin$2M13.9%
  • Other / not subdivided$3M27.0%
% of EOY assets
0.329%
all-in expense ratio
Categories reported
2 / 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
MITCHELL & TITUS
Auditor EIN
132781641
Audit fees
(not subdivided)
Opinion code
Disclaimer