Back to filter
Original filing (PDF)20250415150032NAL0001495475001
DELTA AIR LINES, INC.
Form 5500
FILING_RECEIVED
DELTA PILOTS DISABILITY AND SURVIVORSHIP PLAN
Health & welfare plan
Signals · 2
~446 bps in Sched C feesNo recordkeeper disclosed
Active participants
16,570
Accounts w/ balance
—
Plan assets (EOY)
$45.0M
Net assets (EOY)
$336K
How this plan invests
This plan
4 collective trusts
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
- 446 bps in Schedule C fees — 1438% above peer band of 29 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
504
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE | 13-4994650 | — | TRUSTEE | $332K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONDUENT | 32-0293031 | — | CONTRACT ADMINISTRATOR | $61K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $44K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | ACTUARY | $52K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARVEY WATT AND CO. | 58-1873472 | — | CLAIMS PROCESSING | $1.5M | — |
Investments
4 pooled funds· $21.3M(47% 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 |
|---|---|---|---|
| MSCI ACWI IMI INDEX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 80-0560245 / PN 001 | Common Collective Trust | $10.9M | 24.3% |
| STATE STREET US AGGREGATE BOND NON STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6928341 / PN 001 | Common Collective Trust | $6.2M | 13.9% |
| STATE STREET S&P GLOBAL INFRASTRUCT STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 81-6136560 / PN 001 | Common Collective Trust | $2.1M | 4.7% |
| STATE STREET GLOBAL REAL ESTATE NON STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 27-6455179 / PN 001 | Common Collective Trust | $2.0M | 4.5% |
Related plans
Similar-size Transportation & Warehousing plans
DYNAMIC AVIATION GROUP, INC.
DYNAMIC AVIATION GROUP, INC. 401(K) PROFIT SHARING PLAN
$44.8M · 486 participants
JAPAN AIRLINES CO., LTD
JAL PENSION PLAN FOR EMPLOYEES IN THE U.S.A.
$44.8M · 51 participants
COMMUTEAIR LLC
COMMUTEAIR 401K RETIREMENT PLAN
$43.7M · 1,324 participants
RELATIVITY SPACE, INC.
RELATIVITY SPACE 401(K) PLAN
$46.8M · 1,269 participants
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN FOR SEASONAL EMPLOYEES
$42.5M · 2,004 participants
HAWAIIAN AIRLINES, INC.
HAWAIIAN AIRLINES, INC. PILOTS' VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION DISABILITY AND SURVIVORS' BENEFITS PLAN
$48.0M · 1,122 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