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Original filing (PDF)20251014123358NAL0001383347001
PIEDMONT AIRLINES, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF PIEDMONT AIRLINES, INC.
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
148
Accounts w/ balance
—
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS PENSION JOURNEY 60/40 COMMINGLED POOL (extraction pending)]" is 100% of plan.
- 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 PIEDMONT AIRLINES, INC..
Plan sponsor
Name
PIEDMONT AIRLINES, INC.
EIN
52-0970090
Address
5443 AIRPORT TERMINAL ROAD · SALISBURY, MD · 218019432
Phone
(410) 742-2996
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST COMPANY | 23-3080210 | — | TRUSTEE | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $13K | — |
Investments
1 pooled fund· $10.0M(97% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM GROUP TRUST FOR EMPLOYEE BENEF FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 152 | Common Collective Trust | — | — | $10.0M | 96.6% |