PlanOptica
Retirement plan

THE CONTINENTAL PILOTS RETIREMENT PLAN

UNITED AIRLINES, INC.EIN 74-2099724Plan #011PY 2017
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609 MAIN STREET, 18TH FLOOR HSCBP - HOUSTON, TX 77002877-825-3729united.comLinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
5 filings
#202Retirement-$9.01B assets#222Retirement-$7.03B assets#010Retirement-$3.36B assets#008Retirement-$3.34B assets#205Retirement-$158.0M assets
Prospect flagsNo flags tripped

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 10/13/2018
How to read this page

Summary metrics

Total assets (EOY)
$721M
-10.5% from 2017
Total participants
2,704
+5.4% from 2017
Average account balance
$0
No prior year
Annual return
13.78%
-8.06 pp from 2017

Benchmarks

See 34 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined benefit
Participants1,000-4,999
Cohort34 peers
Snapshot2017
Participant deferral / active EE
$0
median $43
Employer contribution / active EE
$36,555
median $11,082
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
13.78%
median 13.57%
Overall peer rank
70th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$231.48M
Average account balance
Total assets / participants with a balance (line 6g)
$144K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
424
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
$4.80M
Contributions per participant
Average employer and participant contribution per enrolled participant
$4K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.54%
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 3 by compensation
ProviderService typeCompensation
AON HEWITT2+ years
Service code 15 · EIN 36-2235791
Recordkeeping
$126,009
TOWERS WATSON DELAWARE INC.1 year
Service code 11 · EIN 53-0181291
Actuarial
$118,483
STATE STREET BANK AND TRUST CO.2+ years
Service code 18 · EIN 04-1867445
Investment management fees paid direc...
$6,742

Enrolled actuary

1 attachment
SB

ROBERT F. GEER

TOWERS WATSON DELAWARE, INC.
Enrollment #1706301
811 LOUISIANA, SUITE 2200
HOUSTON, TX 77002
(713) 754-5400
Signed 2018-09-28

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 codes1A1I3H3J
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)).
  • 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

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$3.0M
$1272 / participant
  • Investment mgmt$1M38.6%
  • Contract admin$126K4.2%
  • Other / not subdivided$2M57.3%
% of EOY assets
0.420%
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
WASHINGTON, PITTMAN & MCKEEVER, LLC
Auditor EIN
364189747
Audit fees
(not subdivided)
Opinion code
Disclaimer