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Original filing (PDF)20251008091021NAL0003148483001

UNITED AIRLINES, INC.

Form 5500
FILING_RECEIVED
UA PE ACCOUNT
Pooled investment trusta fund that other plans invest in — not a participant plan
Active participants
Accounts w/ balance
Plan assets (EOY)
$674K
Net assets (EOY)
$674K
How this plan invests
3 plans
invest in this fund
This trust
pooled vehicle
Underlying securities
on this filing

This is a pooled fund: many plans invest in it, and it holds the underlying securities.

Master trust / DFE filing
Pooled investment vehicle

This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.

Pooled assets (EOY)
$674K
Net assets (EOY)
$674K
Participating plans
3
latest filings citing this trust
Cited interest
$1.3M
across citing plans' latest filings

Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.

Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.

Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED AIRLINES, INC..
Plan sponsor
Name
UNITED AIRLINES, INC.
EIN
90-0134602
Address
609 MAIN STREET, 18TH FLOOR HSCBP · HOUSTON, TX · 77002
Phone
(877) 825-3729
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
305
Plan year
2023
Plan year begin
2023-12-28
Tax period
2024-12-27
Filed
2025-10-08
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $11K(2% 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.

InvestmentTypeCurrent value% of plan
NT COLLECTIVE SHORT-TERM INVT FUND
NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084
Common Collective Trust
$11K1.6%

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