Back to filter
Original filing (PDF)20250429110732NAL0000247315001
DELTA AIR LINES, INC.
Form 5500
FILING_RECEIVED
DELTA PILOTS MEDICAL PLAN
Health & welfare plan
Signals · 3
~4379 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
1,530
Accounts w/ balance
—
Plan assets (EOY)
$8.0M
Net assets (EOY)
-$196K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 4379 bps in Schedule C fees — 8320% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELTA AIR LINES, INC..
Plan sponsor
Name
DELTA AIR LINES, INC.
EIN
58-0218548
Address
1030 DELTA BOULEVARD · DEPARTMENT 216 · ATLANTA, GA · 303546001
Phone
(404) 715-2600
Industry
Transportation & Warehousingsee all
Plan administrator
Name
THE ADMINISTRATIVE COMMITTEE OF DELTA AIR LINES, INC.
EIN
58-1282408
City
ATLANTA, GA
Phone
(404) 715-8500
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-29
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE | 13-4994650 | — | TRUSTEE | $12K | — |
TPA / Administrator
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CONTRACT ADMINISTRATOR | $2.1M | — |
| QUANTUM HEALTH, INC. | 20-8423895 | — | CONTRACT ADMINISTRATOR | $630K | — |
| UNITED HEALTHCARE SERVICES, INC. | 36-2735957 | — | CONTRACT ADMINISTRATOR | $500K | — |
| DELTA DENTAL INSURANCE COMPANY | 94-2761537 | — | CONTRACT ADMINISTRATOR | $108K | — |
| SHARECARE, INC. | 27-0876664 | — | CONTRACT ADMINISTRATOR | $36K | — |
| HELLO HEART | 82-3489727 | — | CONTRACT ADMINISTRATOR | $13K | — |
| TRANSCARENT FKA AS BRIDGEHEALTH | 84-3296541 | — | CONTRACT ADMINISTRATOR | $13K | — |
| NOX HEALTH GROUP FKA AS FUSION HEAL | 36-4797693 | — | CONTRACT ADMINISTRATOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CVS PHARMACY, INC. | 05-0340626 | — | OWNER OF THE PLAN'S PBM | $56K | — |
Investments
1 pooled fund· $3.7M(46% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DELTA PILOTS MEDICAL TRUST DELTA AIR LINES, INC. · EIN 58-0218548 / PN 507 | Master Trust | $3.7M | 46.2% |
Related plans
Other plans using UMR, INC.
ABBOTT LABORATORIES
ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN
$8.6B · 16,718 participants
WALMART INC.
WALMART INC. ASSOCIATES' HEALTH AND WELFARE PLAN
$902.6M · 1,650,312 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
GROUP BENEFITS PROGRAM
$862.0M · 72,921 participants
TRUSTEES OF MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH C
MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES
$680.8M
BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND
CARPENTERS & JOINERS WELFARE FUND
$349.6M · 11,199 participants
TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND
ELECTRICAL WELFARE TRUST FUND
$300.4M · 11,969 participants
Similar-size Transportation & Warehousing plans
MIDWEST AERO CLUB LLC
MIDWEST AERO CLUB LLC 401(K) PROFIT SHARING PLAN & TRUST
$8.0M · 71 participants
KANSAS CITY AVIATION CENTER, INC
KANSAS CITY AVIATION CENTER, INC. 401(K) PROFIT SHARING PLAN
$8.0M · 78 participants
CORPORATE EAGLE MANAGEMENT SER
CORPORATE EAGLE MANAGEMENT SER 401(K) PROFIT SHARING PLAN & TRUST
$8.0M · 78 participants
KANEY AEROSPACE, INC.
KANEY AEROSPACE, INC. 401(K) PLAN
$8.0M · 118 participants
10 TANKER AIR CARRIER, LLC
10 TANKER AIR CARRIER 401(K) PLAN
$7.9M · 58 participants
DELTA AIR LINES, INC.
THE DELTA 401(K) RETIREMENT PLAN - PUERTO RICO
$8.1M · 144 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants