Form 5500 · Employee benefit plan · FORT WORTH, TX

AMERICAN AIRLINES, INC. - RETIREMENT

The filing calls this plan AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST.

AMERICAN AIRLINES, INC. - RETIREMENT of FORT WORTH, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in July.

Benefits broker of record

Not disclosed

Insurance carrier

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

Policy year ends

Julyas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1502798 · plan 020 · plan year 2023, filed Oct 11, 2024

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

How this plan is funded

Self-funded as reported

The filing reports money held and paid out by the plan itself, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year

—

Active at start of year

Active at end of year

Disclosed commissions

Typical renewal

August 1

Plan brief

The most recent policy period ended in July, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY	—	488	Aug 1, 2023	—	$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

AMERICAN AIRLINES, INC. - HR SERVICES

EIN 13-1502798

TRILANTIC CAPITAL PARTNERS VI

Named on Schedule C · EIN 82-1904470

$3,017,331

paid directly by the plan

TRIDENT VI LP

Named on Schedule C · EIN 98-1131820

$2,536,850

paid directly by the plan

PIMCO

Named on Schedule C · EIN 33-0629048

$2,498,433

paid directly by the plan

TRIDENT IX LP

Named on Schedule C · EIN 98-1602367

$2,141,378

paid directly by the plan

METLIFE

Named on Schedule C · EIN 82-2405817

$1,944,592

paid directly by the plan

MFS INSTITUTIONAL ADVISORS, INC.

Named on Schedule C · EIN 04-3247425

$1,339,163

paid directly by the plan

CAUSEWAY CAPITAL MANAGEMENT LLC

Named on Schedule C · EIN 95-4861680

$1,335,878

paid directly by the plan

PZENA

Named on Schedule C · EIN 13-3860154

$1,271,949

paid directly by the plan

NISA INVESTMENT ADVISORS LLC & HALO

Named on Schedule C · EIN 48-1140940

$1,145,075

paid directly by the plan

LAZARD ASSET MANAGEMENT

Named on Schedule C · EIN 13-5545100

$1,125,958

paid directly by the plan

ARISTOTLE CAPITAL MANAGEMENT

Named on Schedule C · EIN 95-4833644

$1,020,353

paid directly by the plan

NUANCE INVESTMENTS

Named on Schedule C · EIN 26-3649176

$945,071

paid directly by the plan

KAYNE ANDERSON ENERGY FUND VI

Named on Schedule C · EIN 38-3865939

$912,774

paid directly by the plan

PWP GROWTH EQUITY FUND

Named on Schedule C · EIN 32-0513417

$880,548

paid directly by the plan

GW&K INVESTMENTS

Named on Schedule C · EIN 80-0250512

$807,244

paid directly by the plan

CARLYLE PARTNERS VIII, LP

Named on Schedule C · EIN 86-1903594

$700,000

paid directly by the plan

ALPINVEST CO INVESTMENT FUND VIII

Named on Schedule C · EIN 38-4157236

$673,592

paid directly by the plan

ALPINE INVESTORS IX, LP

Named on Schedule C · EIN 92-0557771

$616,272

paid directly by the plan

ALPHA PRIVATE EQUITY FUND VII

Named on Schedule C · EIN 98-1365313

$569,565

paid directly by the plan

CARLYLE PARTNERS VI, LP

Named on Schedule C · EIN 45-4407326

$492,137

paid directly by the plan

NGP ROYALTY PARTNERS

Named on Schedule C · EIN 84-4571262

$471,788

paid directly by the plan

GI PARTNERS VI

Named on Schedule C · EIN 85-1317279

$459,299

paid directly by the plan

CARLYLE PARTNERS VII, LP

Named on Schedule C · EIN 82-1944623

$418,769

paid directly by the plan

ALPINVEST CO INVESTMENT FUND VII

Named on Schedule C · EIN 32-0518176

$352,162

paid directly by the plan

LANDMARK REALTY ADVISORS, LLC

Named on Schedule C · EIN 06-1471488

paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 93,302 employees, 7,193 recordable cases, 255,069 days away from work.

EmployeesThe company's own average for the year

93,302

Hours worked

120,960,811

Recordable cases

7,193

Days away from work

255,069

Establishments filed under this EIN

Source: OSHA Injury Tracking Application establishment data, 2025.

Money the plan held and paid out

Plan assets at year end

$12,587,495,377

Paid out in benefits

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

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