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 (2021) 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 2021

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

Other plans on this EIN

8 filings

#013Retirement-$15.48B assets #022Retirement-$11.10B assets #006Retirement-$5.07B assets #001Retirement-$3.20B assets #008Retirement-$3.00B assets #003Retirement-$7.5M assets #011Retirement-$4.1M assets #021Retirement-$71K 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)

$3507.3M

+5.8% from 2020

Total participants

31,639

-1.3% from 2020

Average account balance

No prior year

Annual return

13.02%

+1.00 pp from 2020

Benchmarks

See 183 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants5,000-9,999

Cohort183 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

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
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD Service code 13 · EIN 52-1883918	Contract Administrator	$1,492,692
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291	Actuarial	$158,822
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445	Recordkeeping	$157,677
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY Service code 16 · EIN 04-3532603	Consulting	$35,506
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695	Accounting	$25,200
HAYNES AND BOONE, LLP7+ years Service code 29 · EIN 75-1312888	Legal	$19,672
GLOBE TAX SERVICES INC1 year Filed as: GLOBE TAX SERVICES, INC. Service code 16 · EIN 13-3647361	Consulting	$7,956
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 22-2945469	Consulting	$5,359

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

$353 / participant

Contract admin$1M77.2%
Other / not subdivided$440K22.8%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$490,804-100.0%

Participation rate

0.0%

0.0%0pp

7.1%-7.1pp

0.0%0pp

Annual return

13.02%

19.39%-6.4pp

14.84%-1.8pp

19.39%-6.4pp

Employer contribution / active EE

$6,409

$8,446-24.1%

$37,950-83.1%

$8,446-24.1%

Participant deferral / active EE

$353-100.0%

$127-100.0%

$353-100.0%

Admin fee / account holder

$1-100.0%

Provider

Service type

Compensation

MORNEAU SHEPELL1 year

Filed as: LIFEWORKS (US) LTD

Service code 13 · EIN 52-1883918

Contract Administrator

$1,492,692

WILLIS TOWERS WATSON US LLC7+ years

Filed as: WILLIS TOWERS WATSON

Service code 11 · EIN 53-0181291

Actuarial

$158,822

STATE STREET GLOBAL ADVISORS7+ years

Filed as: STATE STREET

Service code 15 · EIN 04-1867445

Recordkeeping

$157,677

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY

Service code 16 · EIN 04-3532603

Consulting

$35,506

MAYER HOFFMAN MCCANN P.C.7+ years

Filed as: MAYER HOFFMAN MCCANN PC

Service code 10 · EIN 43-1947695

Accounting

$25,200

HAYNES AND BOONE, LLP7+ years

Service code 29 · EIN 75-1312888

Legal

$19,672

GLOBE TAX SERVICES INC1 year

Filed as: GLOBE TAX SERVICES, INC.

Service code 16 · EIN 13-3647361

Consulting

$7,956

AON CONSULTING1 year

Filed as: AON

Service code 16 · EIN 22-2945469

Consulting

$5,359

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