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Original filing (PDF)20251009074944NAL0003721091001
SIGNATURE AVIATION USA, LLC
Form 5500
FILING_RECEIVED
BBA AVIATION DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 2
40% in single holding~108 bps in Sched C fees
Active participants
26
Accounts w/ balance
—
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "AON Long Credit Bond" is 40% of plan.
- 108 bps in Schedule C fees — 273% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIGNATURE AVIATION USA, LLC.
Plan sponsor
Name
SIGNATURE AVIATION USA, LLC
EIN
59-3096227
Address
13485 VETERANS WAY · SUITE 600 · ORLANDO, FL · 32827
Phone
(407) 206-5263
Industry
Transportation & Warehousingsee all
Plan administrator
Name
BBA AVIATION RETIREMENT COMMITTEE
EIN
59-3096227
City
ORLANDO, FL
Phone
(407) 648-7200
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $274K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $41K | — |
Investments
5 direct securities · 15 pooled funds· $35.4M(100% 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
$23.7M
15 holdings
Uncategorized
$11.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | $13.0M | $11.7M | 40.3% | |
| AON US Intermediate Government | — | — | $5.9M | $6.0M | 20.5% | |
| AON US INT GOVT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $6.0M | 20.5% | |
| AON INT CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | $3.5M | $3.5M | 12.1% | |
| Selling $ - Price | — | — | $5.5M | $3.5M | 12.0% | |
| AON CORE REAL ESTATE FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | $1.4M | $1.8M | 6.3% | |
| Money market fund JP Morgan Money Market | — | — | $882K | $882K | 3.0% | |
| or (Loss) (i) Net Gain $ on Date | — | — | $998K | $726K | 2.5% | |
| $ - Price | — | — | — | $660K | 2.3% | |
| AON US LONG GOVT BOND IDX FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $569K | $525K | 1.8% | |
| AON MID DURATION LONG CREDIT BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 039 | Common Collective Trust | — | $49K | $54K | 0.2% | |
| AON GLOBAL EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON GLOBAL REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON HIGH YIELD PLUS AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON MULTI-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON NON-US EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON NON-US EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON SMALL-MID CAP ACTIVE EQ AON TRUST COMPANY LLC · EIN 37-6543784 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON LARGE CAP EQUITY AON TRUST COMPANY LLC · EIN 37-6543784 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON LARGE CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | — | — | $0 | <0.1% |
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