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Original filing (PDF)20251008084950NAL0005293425001
UNITED AIRLINES, INC.
Form 5500
FILING_RECEIVED
THE CONTINENTAL PILOTS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
7 service providers
Active participants
1,188
Accounts w/ balance
—
Plan assets (EOY)
$231.5M
Net assets (EOY)
$231.5M
How this plan invests
This plan
7 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
75
Participation health
100
Knocking points off
- 30 bps in Schedule C fees — 197% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 UNITED AIRLINES, INC..
Plan sponsor
Name
UNITED AIRLINES, INC.
EIN
74-2099724
Address
609 MAIN STREET · 18TH FLOOR HSCBP · HOUSTON, TX · 77002
Phone
(877) 825-3729
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2023
Plan year begin
2023-12-28
Tax period
2024-12-27
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 36-2235791 | — | RECORDKEEPER | $91K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | INVESTMENT MANAGER | $307K | — |
| TOWERS WATSON INVESTMENT SERVICE | 52-1868818 | — | ACTUARY, CONSULTANT | $213K | — |
| PARAMETRIC | 20-0292745 | — | INVESTMENT MANAGER | $26K | — |
| LEGAL & GENERAL INVESTMENT | 20-8058531 | — | INVESTMENT MANAGER | $9K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL & TITUS, LLP | 13-2781641 | — | AUDITOR | $18K | — |
Investments
7 pooled funds· $226.7M(98% 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 |
|---|---|---|---|
| UA RETURN SEEKING ACCOUNT UNITED AIRLINES, INC. · EIN 90-0134602 / PN 306 | Master Trust | $112.5M | 48.6% |
| UA CREDIT ACCOUNT UNITED AIRLINES, INC. · EIN 90-0134602 / PN 303 | Master Trust | $98.8M | 42.7% |
| CONTINENTAL AIRLINES,INC PENSION MT UNITED AIRLINES, INC. · EIN 90-0134602 / PN 001 | Master Trust | $6.5M | 2.8% |
| UA STRIPS ACCOUNT UNITED AIRLINES, INC. · EIN 90-0134602 / PN 307 | Master Trust | $4.0M | 1.7% |
| UA GOVERNMENT ACCOUNT UNITED AIRLINES, INC. · EIN 90-0134602 / PN 304 | Master Trust | $3.9M | 1.7% |
| UA CPRP OVERLAY ACCOUNT UNITED AIRLINES, INC. · EIN 90-0134602 / PN 302 | Master Trust | $951K | 0.4% |
| UA PE ACCOUNT UNITED AIRLINES, INC. · EIN 90-0134602 / PN 305 | Master Trust | $110K | <0.1% |