PlanOptica
Retirement plan

THE CONTINENTAL PILOTS RETIREMENT PLAN

UNITED AIRLINES, INC.EIN 74-2099724Plan #011PY 2020
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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-$12.72B assets#222Retirement-$8.50B assets#008Retirement-$4.29B assets#010Retirement-$3.61B assets#205Retirement-$184.5M assets
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(877) 825-3729
How to read this page

Summary metrics

Total assets (EOY)
$486.5M
-10.5% from 2017
Total participants
2,146
+5.4% from 2017
Average account balance
$0
No prior year
Annual return
9.60%
-8.06 pp from 2017

Benchmarks

See 35 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined benefit
Participants1,000-4,999
Cohort35 peers
Snapshot2020
Participant deferral / active EE
$0
median $4
Employer contribution / active EE
$0
median $13,096
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
9.60%
median 11.41%
Overall peer rank
29th 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 9 by compensation
ProviderService typeCompensation
PIMCO2 years
Service code 28 · EIN 33-0629048
Investment Management
$327,753
TOWERS WATSON INVESTMENT SERVICE1 year
Service code 16 · EIN 52-1868818
Consulting
$293,359
LEGAL & GENERAL INVESTMENT1 year
Service code 28 · EIN 20-8058531
Investment Management
$281,195
ALIGHT SOLUTIONS LLC3 years
Service code 15 · EIN 36-2235791
Recordkeeping
$103,645
PARAMETRIC2 years
Service code 28 · EIN 20-0292745
Investment Management
$56,452
LEGG MASON, INC AND SUBSIDIARIES2 years
Service code 21 · EIN 52-1200960
Bank Trustee
$19,694
NORTHERN TRUST COMPANY2 years
Service code 21 · EIN 36-1561860
Bank Trustee
$18,876
MITCHELL & TITUS, LLP2 years
Service code 10 · EIN 13-2781641
Accounting
$17,958
STATE STREET GLOBAL ADVISORS2 years
Service code 28 · EIN 81-4017137
Investment Management
$12,276

Enrolled actuary

1 attachment
SB

REBECCA J. PETERSEN

WILLIS TOWERS WATSON US LLC
Enrollment #2007092
233 SOUTH WHACKER DRIVE
SUITE 1800
CHICAGO, IL 606061900
(312) 288-7700
Signed 2021-09-20

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

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
$2.3M
$1258 / participant
  • Investment mgmt$389K17.2%
  • Contract admin$104K4.6%
  • Other / not subdivided$2M78.2%
% of EOY assets
0.463%
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