Retirement plan

AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP.

Name: AIR LINE PILOTS ASSOCIATION INTERNATIONAL - AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP. (2019) Form 5500
Creator: AIR LINE PILOTS ASSOCIATION INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP., AIR LINE PILOTS ASSOCIATION INTERNATIONAL

AIR LINE PILOTS ASSOCIATION INTERNATIONALEIN 36-0710830Plan #006PY 2019

7950 JONES BRANCH DR,, SUITE 400S - MCLEAN, VA 22102703-689-4238alpa.orgLinkedIn201-500 employeesairlines/aviation

Other plans on this EIN

3 filings

#004Retirement-$67.4M assets #005Retirement-$18.1M assets #007Retirement-$13.0M assets

Prospect flagsHigh assets / participantFailed to provide benefit

Top hat statement on fileNQDC

Filed February 26, 2024 (most recent of 3 filings on file)

Plan administrator

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7950 Jones Branch Dr., Suite 400S

McLean, VA 22102

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Plans declared (1)

ALPA Deferred Compensation Plan350 emp

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Total assets (EOY)

$94.6M

-7.3% from 2016

Total participants

246

-5.5% from 2016

Average account balance

$416,941

-3.5% from 2016

Annual return

20.90%

-7.25 pp from 2016

Benchmarks

See 1,705 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,705 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$138.30M

Not enough data

1 years with asset history on file

Average account balance

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

$497K

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.

278

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+18.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$-145

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 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$25,732
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 64 · EIN 04-2647786	Recordkeeping Fees	$10,983

Plan features & details

Pension benefit codes2G2J2K2R2T2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$36K

$182 / participant

Investment mgmt$26K71.9%
Other / not subdivided$10K28.1%

% of EOY assets

0.038%

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: WITHUMSMITH+BROWN
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$416,941

$51,620+707.7%

$90,336+361.5%

$65,188+539.6%

Participation rate

90.4%

68.6%+21.7pp

73.3%+17.1pp

70.2%+20.2pp

Annual return

20.90%

24.94%-4.0pp

78.15%-57.3pp

29.38%-8.5pp

Employer contribution / active EE

$14,653

$2,235+555.7%

$2,856+413.0%

$2,177+573.2%

Participant deferral / active EE

$12,796

$2,871+345.8%

$3,886+229.3%

$3,514+264.1%

Admin fee / account holder

$158

$384-59.0%

$5,357-97.1%

$847-81.4%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.5+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$25,732

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$10,983

AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP.

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP.

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

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