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Original filing (PDF)20251014100023NAL0003560128001
UNITED AIRLINES, INC.
Form 5500
FILING_RECEIVED
UNITED AIRLINES PILOT LONG-TERM DISABILITY PLAN
Health & welfare plan
Signals · 3
26% in single holdingNo recordkeeper disclosed6 service providers
Active participants
17,186
Accounts w/ balance
—
Plan assets (EOY)
$305.9M
Net assets (EOY)
$203.9M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Northern Trust CF WTC-CTF CORE BOND CUSIP: 990952210" is 26% of plan.
- 39 bps in Schedule C fees — 291% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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
BENEFITS DEPARTMENT-WHQHR · 233 SOUTH WACKER DRIVE · CHICAGO, IL · 60606
Phone
(877) 825-3729
Industry
Transportation & Warehousingsee all
Plan administrator
Name
UNITED AIRLINES PILOT LONG TERM DISABILITY ADMINISTRATIVE COMMITTEE
EIN
74-2099724
City
CHICAGO, IL
Phone
(877) 825-3729
Plan characteristics
Plan number
512
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | INVESTMENT MANAGER | $99K | — |
| WELLINGTON MANAGEMENT | — | BOSTON, MA | INVESTMENT MANAGER | $35K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | — | DALLAS, TX | TRUSTEE | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 86-1849232 | — | CONTRACT ADMINISTRATOR | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MITCHELL & TITUS, LLP | 13-2781641 | — | AUDITOR | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REED GROUP | — | WESTMINISTER, CO | CLAIMS PROCESSOR | $994K | — |
Investments
15 direct securities · 1 pooled fund· $305.5M(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.
Uncategorized
$226.6M
15 holdings
Common Collective Trust
$78.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CTF CORE BOND FUND WELLINGTON TRUST COMPANY · EIN 04-6721653 / PN 001 | Common Collective Trust | — | $87.3M | $78.9M | 25.8% | |
| Northern Trust MFO VANGUARD TOT STK MKT-INST PL CUSIP: 922908355 | — | — | $33.3M | $59.5M | 19.5% | |
| Northern Trust MFO VANGUARD TOT INT ST IDX CUSIP: 921909776 | — | — | $39.2M | $43.2M | 14.1% | |
| Northern Trust MFO PIMCO FDS PAC INVT MGMT SER INVT GRADE CR BD PORT INSTL CL CUSIP: 722005873 | — | — | $22.8M | $21.5M | 7.0% | |
| Northern Trust MFO PIMCO ABS AND SHORT TERM INVESTMENT PORT CUSIP: 72200Q109 | — | — | $20.9M | $20.3M | 6.6% | |
| Northern Trust MFO VANGUARD SCOTTSDALE FDS VANGRD SHRT TRM TRESRY IDX FD INSTL SHS CUSIP: 92206C201 | — | — | $14.6M | $14.2M | 4.6% | |
| Northern Trust VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND-INS 92206C508 | — | — | $14.3M | $14.2M | 4.6% | |
| Northern Trust NT COMMON SHORT TERM INVT FD CUSIP: 66586U437 | — | — | $13.5M | $13.5M | 4.4% | |
| Northern Trust MFO PIMCO FDS PAC INVT MGMT SER U S GOVTSECTOR PORTFOLIO INSTL CL CUSIP: 722005600 | — | — | $15.7M | $10.8M | 3.5% | |
| Northern Trust MFO PIMCO PAPS MORTGAGE PORTFOLIO INSTL CL CUSIP: 722005808 | — | — | $13.6M | $10.5M | 3.4% | |
| Northern Trust MFO PIMCO FDS PAC INVT MGMT SER INTL PORTFOLIO INSTL CL CUSIP: 722005857 | — | — | $4.8M | $5.3M | 1.7% | |
| Northern Trust MFO PIMCO FDS PAC INVT MGMT SER REAL RETURN BD PORTFOLIO INSTL CL FD#488 CUSIP: 722005832 | — | — | $4.6M | $4.3M | 1.4% | |
| Northern Trust MFO PIMCO FDS PAPS EMERGING MKTS PORTFOLIO INSTL CL CUSIP: 722005840 | — | — | $3.8M | $3.8M | 1.2% | |
| Northern Trust MFO PIMCO SHORT TERM FLOATING NAV II CUSIP: 72201P613 | — | — | $3.5M | $3.5M | 1.2% | |
| Party Identity of issue, borrower, lessor, Description of investment including maturity date, Current in-interest or similar party rate of interest, collateral, par or maturity value Cost value * Northern Trust MFO PIMCO FDS PAC INVT MGMT SER PVT ACCTPORTFOLIO SER MUN SECTOR CUSIP: 722005824 | — | — | $1.1M | $989K | 0.3% | |
| Northern Trust MFO PIMCO HI YIELD PORTFOLIO FD #477 CUSIP: 722005865 | — | — | $938K | $951K | 0.3% |