Employers › United Airlines › plan 202
Recordkeeping fees per participant · United Airlines Pilot Retirement Account Plan · plan year 2024
$12.63
Higher than 16% of the 790 plans over $1B that report it.
= $252,986 / 20,025
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260429165613NAL0006006931001, received 2026-04-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260429165613NAL0006006931001, received 2026-04-29
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 2026-04-29.
Administrative expenses excluding investment management, per participant
$12.63
Higher than 12% of the 1,045 plans over $1B that report it.
= $252,986 / 20,025
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260429165613NAL0006006931001, received 2026-04-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260429165613NAL0006006931001, received 2026-04-29
Administrative expenses per participant
$1,381.78
Higher than 100% of the 1,076 plans over $1B that report it.
= $27,670,183 / 20,025
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260429165613NAL0006006931001, received 2026-04-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260429165613NAL0006006931001, received 2026-04-29
Administrative expenses as a share of assets
0.164%
Higher than 97% of the 1,076 plans over $1B that report it.
= $27,670,183 / $16,835,964,452
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260429165613NAL0006006931001, received 2026-04-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260429165613NAL0006006931001, received 2026-04-29
Employer contributions per participant
$37,001
Higher than 100% of the 1,135 plans over $1B that report it.
= $740,948,382 / 20,025
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260429165613NAL0006006931001, received 2026-04-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260429165613NAL0006006931001, received 2026-04-29
Employer share of total contributions
65.5%
Higher than 98% of the 1,135 plans over $1B that report it.
= $740,948,382 / $1,130,381,708
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260429165613NAL0006006931001, received 2026-04-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260429165613NAL0006006931001, received 2026-04-29
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 3H controlled-group sponsor · 2S pre-approved plan document · 2T default investment (QDIA) · 3J · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260429165613NAL0006006931001, received 2026-04-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNITED AIRLINES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Plan name | UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Sponsor EIN / plan number | 74-2099724 / 202 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Filing received | 2026-04-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Participants, beginning of year | 19,509 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Active participants | 17,444 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Participants, end of year | 20,168 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Participants with an account balance | 20,025 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Total assets, beginning of year | $14,367,975,914 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Total assets, end of year | $16,835,964,452 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Net assets, end of year | $16,803,528,466 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Total income | $3,582,020,875 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Net income | $2,506,910,134 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Employer contributions | $740,948,382 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Participant contributions | $302,021,558 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Other contributions (incl. rollovers) | $87,411,768 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Total contributions | $1,130,381,708 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Benefit payments | $1,044,254,612 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Total expenses (incl. benefit payments) | $1,075,110,741 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Total administrative expenses | $27,670,183 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Recordkeeping fees | $252,986 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Investment advisory and management fees | $27,417,197 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Administrative expenses excluding investment management | $252,986 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Held in common/collective trusts | $2,693,151,468 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Held in mutual funds | $2,872,752,126 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260429165613NAL0006006931001, received 2026-04-29 |
| Independent auditor | MITCHELL & TITUS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260429165613NAL0006006931001, received 2026-04-29 |
Position = column in the DOL layout for form year 2024. Filing 20260429165613NAL0006006931001, received 2026-04-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| O'HAGAN GROUP INC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $3,524,996 | no |
| UNITED WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $1,510,049 | no |
| PARSONS CAPITAL MGMT LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $1,244,124 | no |
| FISHER INVESTMENTS | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $1,076,937 | no |
| SOLITUDE FINANCIAL SERVICES | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $1,069,369 | no |
| OARSMAN CAPITAL INC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $921,776 | no |
| AVIATOR FINANCIAL CONSULTING L | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $912,606 | no |
| SYMPHONY FINANCIAL LTD. CO | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $851,293 | no |
| MOUNTAIN CAPITAL INVESTMENT AD | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $757,849 | no |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $757,292 | no |
| ACT WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $723,860 | no |
| CHARLES SCHWAB & CO., INC.recordkeeper | RECORDKEEPER | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses | $709,366 | yes |
| RATIO WEALTH GROUP LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $676,883 | no |
| TOTAL INVESTMENT MANAGEMENT IN | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $675,182 | no |
| AVION WEALTH LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $619,787 | no |
| ALLIANCE BERNSTEIN LP | INVESTMENT MANAGER | 28 Investment management; 50 Direct payment from the plan | $575,961 | no |
| MORNINGSTAR INVESTMENT SERVICE | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $462,674 | no |
| ALLWORTH FINANCIAL LP | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $295,344 | no |
| JOHNSON WEALTH INC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $275,053 | no |
| SMITH ANGLIN FINANCIAL LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $264,868 | no |
| SCHWAB RETIREMENT PLAN SERVICES, INrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $260,866 | no |
| ROBERTSON STEPHENS WEALTH MANA | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $234,774 | no |
| AVEO CAPITAL PARTNERS LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $212,320 | no |
| ZACKS INVESTMENT MANAGEMENT IN | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $182,377 | no |
| SAINT FRANCIS CAPITAL LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants); 50 Direct payment from the plan | $162,895 | 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 20260429165613NAL0006006931001, received 2026-04-29.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $14,367,975,914 | $16,835,964,452 | 17.2% |
| Participants with a balance | 19,388 | 20,025 | 3.3% |
| Administrative expenses | $22,289,366 | $27,670,183 | 24.1% |
| Recordkeeping fees per participant | $17.72 | $12.63 | -28.7% |
| Employer contributions | $595,374,149 | $740,948,382 | 24.5% |
Prior filing 20260311161534NAL0005496625001, received 2026-03-11; the plan years are contiguous.