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 (2019) 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 2019

MAIL DROP 8A209, 1 SKYVIEW DRIVE - FORT WORTH, TX 761551801682-278-4734LinkedIn10001+ employeesairlines/aviation

Other plans on this EIN

8 filings

#013Retirement-$12.99B assets #022Retirement-$8.66B assets #006Retirement-$4.43B assets #001Retirement-$2.70B assets #008Retirement-$2.60B assets #003Retirement-$7.2M assets #011Retirement-$4.2M assets #021Retirement-$344K assets

Prospect flagsHigh retiree %

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)

$3189.2M

+21.8% from 2018

Total participants

32,530

-1.3% from 2018

Average account balance

No prior year

Annual return

22.76%

+32.22 pp from 2018

Benchmarks

See 196 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants5,000-9,999

Cohort196 peers

Snapshot2019

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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 10 by compensation

Provider	Service type	Compensation
MERCER5+ years Filed as: MERCER HR SERVICES Service code 13 · EIN 13-2834414	Contract Administrator	$1,015,261
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPPELL LIMITED Service code 13 · EIN 52-1883918	Contract Administrator	$492,353
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445	Recordkeeping	$216,181
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291	Actuarial	$128,458
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695	Accounting	$23,247
HAYNES AND BOONE, LLP5+ years Service code 29 · EIN 75-1312888	Legal	$22,066
PRICEWATERHOUSECOOPERS LLP1 year Filed as: PWC MANAGEMENT CONSULTING Service code 10	Accounting	$21,439
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596	Accounting	$7,030
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE HASKINS & SELLS Service code 10	Accounting	$6,309
JOHN HANCOCK LIFE INSURANCE COMPANY3 years Filed as: JOHN HANCOCK Service code 28 · EIN 04-2769294	Investment Management	$6,201

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

1 tripped

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

$1.9M

$261 / participant

Contract admin$2M77.6%
Other / not subdivided$435K22.4%

% of EOY assets

0.061%

all-in expense ratio

Categories reported

1 / 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: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,563-100.0%

Participation rate

0.0%

0.0%0pp

17.9%-17.9pp

0.0%0pp

Annual return

22.76%

1023.85%-1001.1pp

16.32%+6.4pp

1023.85%-1001.1pp

Employer contribution / active EE

$31,057

$11,605+167.6%

$31,806-2.4%

$11,605+167.6%

Participant deferral / active EE

$275-100.0%

$211-100.0%

$275-100.0%

Admin fee / account holder

Provider

Service type

Compensation

MERCER5+ years

Filed as: MERCER HR SERVICES

Service code 13 · EIN 13-2834414

Contract Administrator

$1,015,261

MORNEAU SHEPELL1 year

Filed as: MORNEAU SHEPPELL LIMITED

Service code 13 · EIN 52-1883918

Contract Administrator

$492,353

STATE STREET GLOBAL ADVISORS5+ years

Filed as: STATE STREET

Service code 15 · EIN 04-1867445

Recordkeeping

$216,181

WILLIS TOWERS WATSON US LLC5+ years

Filed as: WILLIS TOWERS WATSON

Service code 11 · EIN 53-0181291

Actuarial

$128,458

MAYER HOFFMAN MCCANN P.C.5+ years

Filed as: MAYER HOFFMAN MCCANN PC

Service code 10 · EIN 43-1947695

Accounting

$23,247

HAYNES AND BOONE, LLP5+ years

Service code 29 · EIN 75-1312888

Legal

$22,066

PRICEWATERHOUSECOOPERS LLP1 year

Filed as: PWC MANAGEMENT CONSULTING

Service code 10

Accounting

$21,439

ERNST & YOUNG LLP5+ years

Service code 10 · EIN 34-6565596

Accounting

$7,030

DELOITTE & TOUCHE LLP5+ years

Filed as: DELOITTE HASKINS & SELLS

Service code 10

Accounting

$6,309

JOHN HANCOCK LIFE INSURANCE COMPANY3 years

Filed as: JOHN HANCOCK

Service code 28 · EIN 04-2769294

Investment Management

$6,201

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