Back to filter
Original filing (PDF)20250429110658NAL0000603424001
DELTA AIR LINES, INC.
Form 5500
FILING_RECEIVED
DELTA PILOTS HIGH-DEDUCTIBLE HEALTH PLAN
Health & welfare plan
Signals · 2
~2168 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,922
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
-$1.0M
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
- 2168 bps in Schedule C fees — 4070% 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
506
Plan year
2024
Plan year begin
2024-01-01
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)
4 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CONTRACT ADMINISTRATOR | $318K | — |
| QUANTUM HEALTH, INC. | 20-8423895 | — | CONTRACT ADMINISTRATOR | $276K | — |
| SHARECARE, INC. | 27-0876664 | — | CONTRACT ADMINISTRATOR | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CVS PHARMACY, INC. | 05-0340626 | — | OWNER OF THE PLAN'S PBM | $33K | — |
Investments
1 pooled fund· $436K(14% 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 | $436K | 14.3% |