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Original filing (PDF)20260115152626NAL0019062531001
BRITISH AIRWAYS PLC
Form 5500
FILING_RECEIVED
BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.)
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
—
Plan assets (EOY)
$314.9M
Net assets (EOY)
$313.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 211% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRITISH AIRWAYS PLC.
Plan sponsor
Name
BRITISH AIRWAYS PLC
EIN
13-1546240
Address
11 WEST 42ND STREET, 24TH FLOOR · NEW YORK, NY · 10036
Phone
(750) 076-7472
Industry
Transportation & Warehousingsee all
Plan administrator
Name
BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) COMMITTEE
EIN
13-1546240
City
NEW YORK, NY
Phone
(750) 076-7472
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $29K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. (NJ) | 22-2232264 | — | ADMINISTRATOR & ACTUARY | $345K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLARD SPAHR LLP | 23-0382195 | — | LEGAL | $60K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL TRUST COMPANY | 91-1116938 | — | DIRECTED TRUST RETIREE | $530K | — |
| RUSSELL INVESTMENTS IMPLEMENTATION | 91-0604934 | — | IM-OVERLAY SERVICES | $16K | — |
Investments
5 direct securities · 14 pooled funds· $312.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$270.1M
13 holdings
Uncategorized
$25.7M
5 holdings
103-12 Investment Entity
$16.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 14 YEAR LDI FIXED INCOME FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 008 | Common Collective Trust | — | $39.6M | $40.0M | 12.7% | |
| WORLD EQUITY FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 046 | Common Collective Trust | — | $31.9M | $38.4M | 12.2% | |
| RUSSELL INVESTMENTS RUSSELL 1000 IN RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 016 | Common Collective Trust | — | $27.3M | $38.4M | 12.2% | |
| 15 TO 20 YR STRIPS FIXED INCOME FUN RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 011 | Common Collective Trust | — | $36.9M | $36.9M | 11.7% | |
| INTERNATIONAL FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 005 | Common Collective Trust | — | $19.6M | $23.9M | 7.6% | |
| 25 PLUS YEAR STRIPS FIXED INCOME FU RUSSELL INVESTMENTS TRUST COMPANY · EIN 26-6609096 / PN 001 | Common Collective Trust | — | $27.0M | $22.9M | 7.3% | |
| HIGH YIELD BOND FUND RUSSELL INVESTMENTS INSTITUTIONAL FUNDS LLC · EIN 32-0245912 / PN 001 | 103-12 Investment Entity | — | $13.9M | $16.9M | 5.4% | |
| EMERGING MARKETS FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 010 | Common Collective Trust | — | $12.7M | $14.3M | 4.5% | |
| GLOBAL LISTED INFRASTRUCTURE RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 073 | Common Collective Trust | — | $10.3M | $12.3M | 3.9% | |
| REAL ESTATE EQUITY FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 008 | Common Collective Trust | — | $13.0M | $10.9M | 3.4% | |
| Russell Investments Institutional Funds LLC Russell Private Market Fund 2021 LLC | — | — | $8.9M | $10.7M | 3.4% | |
| GLOBAL REAL ESTATE SECS FD RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 041 | Common Collective Trust | — | $10.2M | $10.7M | 3.4% | |
| Russell Investments Trust Company 10 to 15 Year STRIPS Fixed Income Fund | — | — | $10.5M | $10.6M | 3.4% | |
| SHORT-TERM INVESTMENT FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 001 | Common Collective Trust | — | — | $10.6M | 3.4% | |
| SMALL CAP FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 029 | Common Collective Trust | — | $8.7M | $9.3M | 3.0% | |
| Russell Investments Trust Company Short-Term Investment Fund | — | — | $4.1M | $4.1M | 1.3% | |
| FIXED INCOME II FUND RUSSELL INVESTMENTS TRUST COMPANY · EIN 91-1117282 / PN 009 | Common Collective Trust | — | $1.5M | $1.7M | 0.5% | |
| US Long Bond(CBT) Jun 25 XCBT Future Contract - | — | — | — | $326K | 0.1% | |
| US 10YR Ultra Fut Jun25 XCBT Future Contract - | — | — | — | $43K | <0.1% |