Retirement plan

THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR AGENT, MANAGEMENT, SPECIALIST, SUPPORT PERSONNEL AND OFFICERS

Name: AMERICAN AIRLINES, INC. - RETIREMENT - THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR AGENT, MANAGEMENT, SPECIALIST, SUPPORT PERSONNEL AND OFFICERS (2024) Form 5500
Creator: AMERICAN AIRLINES, INC. - RETIREMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR AGENT, MANAGEMENT, SPECIALIST, SUPPORT PERSONNEL AND OFFICERS, AMERICAN AIRLINES, INC. - RETIREMENT

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #002PY 2024

MAIL DROP 8A209, 1 SKYVIEW DRIVE - FORT WORTH, TX 761551801682-278-4774LinkedIn10001+ employeesairlines/aviation

Other plans on this EIN

8 filings

#013Retirement-$16.19B assets #022Retirement-$11.66B assets #006Retirement-$4.26B assets #001Retirement-$2.71B assets #008Retirement-$2.55B assets #003Retirement-$5.3M assets #011Retirement-$5.0M assets #021Retirement-$59K assets

Prospect flagsHigh retiree %Low returns

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.

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Total assets (EOY)

$2658.7M

-6.9% from 2023

Total participants

24,831

-18.7% from 2023

Average account balance

No prior year

Annual return

4.17%

-5.88 pp from 2023

Benchmarks

See 34 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined benefit

Participants1,000-4,999

Cohort34 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.66B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$107K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

20,385

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4 years Filed as: FIDELITY Service code 13 · EIN 04-3532603	Contract Administrator	$1,440,781
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291	Actuarial	$161,844
WILLIS TOWERS WATSON US LLC1 year Filed as: WILLIS TOWERS WATSON (GAC) Service code 11 · EIN 53-0181291	Actuarial	$160,024
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445	Bank Trustee	$156,522
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST Service code 50 · EIN 27-2037969	Direct Payment	$102,500
K&L GATES1 year Service code 50 · EIN 25-0921018	Direct Payment	$73,489
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596	Accounting	$32,819
CBIZ RETIREMENT PLAN SERVICES2 years Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695	Accounting	$27,075

Enrolled actuary

1 attachment

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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

$26.3M

$5908 / participant

Recordkeeping$1M5.6%
Trustee / custodial$157K0.6%
Legal$74K0.3%
Actuarial$162K0.6%
Other / not subdivided$24M92.9%

% of EOY assets

0.988%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: $27,075
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,814-100.0%

Participation rate

0.0%

0.0%0pp

22.2%-22.2pp

0.0%0pp

Annual return

4.17%

9.32%-5.1pp

10.52%-6.3pp

9.30%-5.1pp

Employer contribution / active EE

$15,520

$14,511+7.0%

$26,749-42.0%

$12,551+23.7%

Participant deferral / active EE

$1,678-100.0%

$122-100.0%

$2,867-100.0%

Admin fee / account holder

$129-100.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Filed as: FIDELITY

Service code 13 · EIN 04-3532603

Contract Administrator

$1,440,781

WILLIS TOWERS WATSON US LLC10+ years

Filed as: WILLIS TOWERS WATSON

Service code 11 · EIN 53-0181291

Actuarial

$161,844

WILLIS TOWERS WATSON US LLC1 year

Filed as: WILLIS TOWERS WATSON (GAC)

Service code 11 · EIN 53-0181291

Actuarial

$160,024

STATE STREET GLOBAL ADVISORS10+ years

Filed as: STATE STREET

Service code 21 · EIN 04-1867445

Bank Trustee

$156,522

NEWPORT GROUP, INC.1 year

Filed as: NEWPORT TRUST

Service code 50 · EIN 27-2037969

Direct Payment

$102,500

K&L GATES1 year

Service code 50 · EIN 25-0921018

Direct Payment

$73,489

ERNST & YOUNG LLP3 years

Filed as: ERNST & YOUNG

Service code 10 · EIN 34-6565596

Accounting

$32,819

CBIZ RETIREMENT PLAN SERVICES2 years

Filed as: CBIZ CPAS P.C.

Service code 10 · EIN 43-1947695

Accounting

$27,075

THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR AGENT, MANAGEMENT, SPECIALIST, SUPPORT PERSONNEL AND OFFICERS

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE RETIREMENT BENEFIT PLAN OF AMERICAN AIRLINES, INC. FOR AGENT, MANAGEMENT, SPECIALIST, SUPPORT PERSONNEL AND OFFICERS

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion