Employers › United Airlines › plan 008
Recordkeeping fees per participant · United Airlines Flight Attendant 401(k) Plan · plan year 2024
$22.49
Higher than 28% of the 790 plans over $1B that report it.
= $718,471 / 31,946
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013141952NAL0000708243001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013141952NAL0000708243001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$28.92
Higher than 26% of the 1,045 plans over $1B that report it.
= $923,857 / 31,946
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013141952NAL0000708243001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013141952NAL0000708243001, received 2025-10-13
Administrative expenses per participant
$30.34
Higher than 12% of the 1,076 plans over $1B that report it.
= $969,259 / 31,946
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013141952NAL0000708243001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013141952NAL0000708243001, received 2025-10-13
Administrative expenses as a share of assets
0.018%
Higher than 15% of the 1,076 plans over $1B that report it.
= $969,259 / $5,324,955,280
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013141952NAL0000708243001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013141952NAL0000708243001, received 2025-10-13
Employer contributions per participant
$2,677
Higher than 31% of the 1,135 plans over $1B that report it.
= $85,529,425 / 31,946
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013141952NAL0000708243001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013141952NAL0000708243001, received 2025-10-13
Employer share of total contributions
31.0%
Higher than 42% of the 1,135 plans over $1B that report it.
= $85,529,425 / $275,733,090
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013141952NAL0000708243001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013141952NAL0000708243001, received 2025-10-13
96.0% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $4,659 ($30.49 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013141952NAL0000708243001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNITED AIRLINES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Plan name | UNITED AIRLINES FLIGHT ATTENDANT 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Sponsor EIN / plan number | 74-2099724 / 008 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Participants, beginning of year | 32,306 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Active participants | 27,891 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Participants, end of year | 32,849 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Participants with an account balance | 31,946 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Total assets, beginning of year | $4,602,250,911 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Total assets, end of year | $5,324,955,280 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Net assets, end of year | $5,324,933,186 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Total income | $1,023,176,922 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Net income | $721,804,800 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Employer contributions | $85,529,425 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Participant contributions | $182,401,324 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $7,802,341 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Total contributions | $275,733,090 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Benefit payments | $299,629,212 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $301,372,122 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Total administrative expenses | $969,259 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Recordkeeping fees | $718,471 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| IQPA audit fees | $22,094 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Investment advisory and management fees | $45,402 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Administrative expenses excluding investment management | $923,857 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Held in master trusts | $5,114,089,863 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013141952NAL0000708243001, received 2025-10-13 |
| Independent auditor | MITCHELL & TITUS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013141952NAL0000708243001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013141952NAL0000708243001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FID INV INST OPS COrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $718,471 | yes |
| LEARNLUX INC. | CONSULTANT | 16 Consulting (general); 50 Direct payment from the plan | $183,292 | no |
| MERCER | INVESTMENT ADVISOR | 16 Consulting (general); 27 Investment advisory (plan); 50 Direct payment from the plan | $70,809 | no |
| MITCHELL & TITUS, LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing); 50 Direct payment from the plan | $22,094 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013141952NAL0000708243001, received 2025-10-13.
UNITED AIRLINES 401(K) MASTER TRUST (EIN 611785563, PN 224): plan interest $4,868,662,436, 32.6% of the trust. The trust's own filing (20251013141836NAL0003164194001, received 2025-10-13) reports net assets $14,939,500,406, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
UAL STABLE VALUE FUND (EIN 611785563, PN 226): plan interest $214,901,514, 28.2% of the trust. The trust's own filing (20251013141704NAL0003160466001, received 2025-10-13) reports net assets $763,346,099, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
UAL STATED RETURN FUND (EIN 611785563, PN 204): plan interest $30,525,913, 99.6% of the trust. The trust's own filing (20251013141800NAL0001406065001, received 2025-10-13) reports net assets $30,656,738, administrative expenses $4,679, recordkeeping fees not reported, investment management fees $4,679 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| THE PRUDENTIAL INSURANCE COMPANY | 27 72 | $4,679 | $4,659 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $4,602,250,911 | $5,324,955,280 | 15.7% |
| Participants with a balance | 31,422 | 31,946 | 1.7% |
| Administrative expenses | $988,241 | $969,259 | -1.9% |
| Recordkeeping fees per participant | $27.35 | $22.49 | -17.8% |
| Employer contributions | $80,492,673 | $85,529,425 | 6.3% |
Prior filing 20241010175443NAL0034933936001, received 2024-10-10; the plan years are contiguous.