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Original filing (PDF)20251013112752NAL0002588818001
AMERICAN AIRLINES, INC. -BENEFITS
Form 5500
FILING_RECEIVED
TWA RETIREE HEALTH AND LIFE BENEFIT PLAN
Health & welfare plan
Signals · 2
100% in single holding~1586 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.5M
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)
85
/ 100
Grade A
Top-tier plan health
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
100
Participation health
90
Knocking points off
- Top holding "JPMorgan Asset JPMorgan U.S. Government Money Management Market Fund – OGVXX" is 100% of plan.
- 1586 bps in Schedule C fees — 2950% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
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
511
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT (AON HEWITT) | 82-1061233 | — | CONTRACT ADMINISTRATOR | $65K | — |
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 | 53-0181291 | — | ACTUARY | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE | 41-1289245 | — | CLAIMS PROCESSING | $162K | — |
Investments
1 direct security· $962K(58% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Asset JPMorgan U.S. Government Money Management Market Fund – OGVXX | — | — | $962K | $962K | 58.4% |