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Original filing (PDF)20251013112815NAL0002590338001
AMERICAN AIRLINES, INC. -BENEFITS
Form 5500
FILING_RECEIVED
AMERICAN AIRLINES, INC. LONG TERM DISABILITY PLAN
Health & welfare plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
30,083
Accounts w/ balance
—
Plan assets (EOY)
$286.8M
Net assets (EOY)
$280.1M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Beacon Advisors American Beacon Diversified Fund – AAL Class" is 100% of plan.
- 46 bps in Schedule C fees — 359% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN AIRLINES, INC. -BENEFITS.
Plan sponsor
Name
AMERICAN AIRLINES, INC. -BENEFITS
EIN
13-1502798
Address
MD 8A202 · 1 SKYVIEW DR · FORT WORTH, TX · 76155
Phone
(800) 447-2000
Industry
Transportation & Warehousingsee all
Plan administrator
Name
AMERICAN AIRLINES, INC. -HR SERVICES
EIN
13-1502798
City
FORT WORTH, TX
Phone
(800) 447-2000
Plan characteristics
Plan number
509
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | CONTRACT ADMINISTRATOR | $1.2M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTING | $23K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 23-1159360 | — | ACTUARY | $54K | — |
Investments
1 direct security· $286.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Beacon Advisors American Beacon Diversified Fund – AAL Class | — | — | $263.0M | $286.3M | 99.8% |