Original filing (PDF)20250930120046NAL0019368530001

INDEPENDENT PILOTS ASSOCIATION

Name: INDEPENDENT PILOTS ASSOCIATION — INDEPENDENT PILOTS ASSOCIATION STAFF RETIREMENT PLAN, Form 5500 (2024)
Creator: INDEPENDENT PILOTS ASSOCIATION

Form 5500

FILING_RECEIVED

INDEPENDENT PILOTS ASSOCIATION STAFF RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

10 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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDEPENDENT PILOTS ASSOCIATION.

Plan sponsor

Name

INDEPENDENT PILOTS ASSOCIATION

EIN

61-1171169

Address

3607 FERN VALLEY ROAD · LOUISVILLE, KY · 40219

Phone

(502) 968-0341

Industry

Other Services (ex. Public Admin)see 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

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

10 pooled funds· $7.6M

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.

			% of plan
TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	$2.6M	33.7%
TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	$1.5M	19.7%
TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	$1.3M	17.1%
TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	$769K	10.1%
TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	$581K	7.7%
TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	$551K	7.3%
TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	$196K	2.6%
TRP RETIRE BAL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001	Common Collective Trust	$82K	1.1%
TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	$32K	0.4%
TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001	Common Collective Trust	$18K	0.2%

1–10 of 10

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