Civic Intelligence

American Airlines Inc Ltd Plan Trust

EIN 13-3031823 • 501(c)9 • Fort Worth, TX

Profile

The company maintains certain employee welfare benefit plans, through which it provides long-term disability benefits for the exclusive benefit of certain of its employees, and the company and its employees desire to continue the trust established pursuant to a trust agreement executed as of december 5, 1983.

1 Skyview Drive Mail Drop 8A202Fort Worth, TX 76155

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

88th percentile

52%

Higher net margin than 88% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

41st percentile

$3,196

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

50th percentile

5.7%

Faster asset growth than 50% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

111%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$262,586,955

Up $14,196,075 (+5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$262,586,955

Up $14,196,075 (+5.7%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin88th percentile

Revenue

Up

$27,286,295

Up $14,383,054 (+111%) from 2023

Expenses

Down

$13,090,222

Down $2,243,819 (-15%) from 2023

Net Income

Up

$14,196,073

Up $16,626,873 (+684%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $157,598,948Liabilities 2010: $0Net Assets 2010: $157,598,9482010Assets 2011: $160,946,814Liabilities 2011: $0Net Assets 2011: $160,946,8142011Assets 2012: $163,534,735Liabilities 2012: $0Net Assets 2012: $163,534,7352012Assets 2013: $173,007,011Liabilities 2013: $0Net Assets 2013: $173,007,0112013Assets 2014: $185,200,920Liabilities 2014: $0Net Assets 2014: $185,200,9202014Assets 2015: $189,460,091Liabilities 2015: $0Net Assets 2015: $189,460,0912015Assets 2016: $190,119,948Liabilities 2016: $0Net Assets 2016: $190,119,9482016Assets 2017: $216,876,170Liabilities 2017: $0Net Assets 2017: $216,876,1702017Assets 2018: $224,389,758Liabilities 2018: $0Net Assets 2018: $224,389,7582018Assets 2019: $227,684,012Liabilities 2019: $0Net Assets 2019: $227,684,0122019Assets 2020: $228,829,116Liabilities 2020: $0Net Assets 2020: $228,829,1162020Assets 2021: $247,759,268Liabilities 2021: $0Net Assets 2021: $247,759,2682021Assets 2022: $250,821,679Liabilities 2022: $0Net Assets 2022: $250,821,6792022Assets 2023: $248,390,880Liabilities 2023: $0Net Assets 2023: $248,390,8802023Assets 2024: $262,586,955Liabilities 2024: $0Net Assets 2024: $262,586,9552024

Highlighted filing

2024

Assets$262,586,955
Liabilities$0
Net Assets$262,586,955
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MRevenue 2010: $10,600,217Expenses 2010: $9,807,836Net Income 2010: $792,3812010Expenses 2011: $8,885,7622011Expenses 2012: $9,871,2512012Revenue 2013: $18,925,830Expenses 2013: $9,453,554Net Income 2013: $9,472,2762013Revenue 2014: $20,412,443Expenses 2014: $8,218,534Net Income 2014: $12,193,9092014Revenue 2015: $14,235,836Expenses 2015: $9,976,665Net Income 2015: $4,259,1712015Revenue 2016: $9,621,084Expenses 2016: $8,961,227Net Income 2016: $659,8572016Revenue 2017: $39,322,312Expenses 2017: $12,566,090Net Income 2017: $26,756,2222017Revenue 2018: $20,830,893Expenses 2018: $13,317,305Net Income 2018: $7,513,5882018Revenue 2019: $17,632,056Expenses 2019: $14,337,802Net Income 2019: $3,294,2542019Revenue 2020: $16,032,905Expenses 2020: $14,887,801Net Income 2020: $1,145,1042020Revenue 2021: $32,968,121Expenses 2021: $14,037,969Net Income 2021: $18,930,1522021Revenue 2022: $17,926,211Expenses 2022: $14,863,800Net Income 2022: $3,062,4112022Revenue 2023: $12,903,241Expenses 2023: $15,334,041Net Income 2023: -$2,430,8002023Revenue 2024: $27,286,295Expenses 2024: $13,090,222Net Income 2024: $14,196,0732024

Highlighted filing

2024

Revenue$27,286,295
Expenses$13,090,222
Net Income$14,196,073
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$262,586,955
Liabilities
$0
Net assets
$262,586,955
Revenue
$27,286,295
Expenses
$13,090,222
Net income
$14,196,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$263$0.00$263$27.3$13.1$14.2
2023Detailed filing. Detailed filing data is available for this year.$248$0.00$248$12.9$15.3$2.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$251$0.00$251$17.9$14.9$3.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$248$0.00$248$33.0$14.0$18.9
2020Detailed filing. Detailed filing data is available for this year.$229$0.00$229$16.0$14.9$1.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$228$0.00$228$17.6$14.3$3.29
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$0.00$224$20.8$13.3$7.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$217$0.00$217$39.3$12.6$26.8
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$190$0.00$190$9.62$8.96$0.66
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$189$0.00$189$14.2$9.98$4.26
2014Detailed filing. Detailed filing data is available for this year.$185$0.00$185$20.4$8.22$12.2
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$173$0.00$173$18.9$9.45$9.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$164$0.00$164$9.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$161$0.00$161$8.89
2010Summary only. Only limited summary data is available for this year.$158$0.00$158$10.6$9.81$0.79
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$25,378,410
Mission and Program Overview

Mission

The company maintains certain employee welfare benefit plans, through which it provides long-term disability benefits for the exclusive benefit of certain of its employees, and the company and its employees desire to continue the trust established pursuant to a trust agreement executed as of december 5, 1983.

Provide employee plan participants long-term disability benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$250,821,679$248,390,880▼ $2,430,799
Investments in Publicly Traded Securities$250,680,415$248,254,802▼ $2,425,613
Savings and Temporary Cash Investments$141,264$136,078▼ $5,186
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$250,821,679$248,390,880▼ $2,430,799
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$250,821,679$248,390,880▼ $2,430,799
Total Liabilities and Net Assets / Fund Balance$250,821,679$248,390,880▼ $2,430,799
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
State Street Bank Trust CoTRUSTEE (See Schedule O)$3,369$3,369

Highest Paid Contractors

ContractorServicesLocationCompensation
Metropolitan Life Insurance CompanyAdmin/ime & Fce Fees13455 NOEL ROAD STE 2110, Dallas, TX 75240$1,578,624
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,935,183
Investment Income
$6,968,058
Other Revenue
$0
Change in Net Assets
$-2,430,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,657,334
Salaries, Compensation, and Employee Benefits$3,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$13,673,337
Fees for Services Other---$52,000
Other Expenses---$27,651
Fees for Services Accounting---$26,710
Current Officers, Directors, Trustees, and Key Employees---$3,369
Total Functional Expenses$0$0$0$15,334,041
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
American Airlines Inc Ltd Plan Trust
EIN
13-3031823
In Care Of
% JACOB MUSMAN
Phone
6822780383
Address
1 Skyview Drive Mail Drop 8A202, Fort Worth, TX 76155

Signing Officer

Name
Aaron Poulin
Title
State Street,trustee
Phone
6175374715
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lekresa Brown
Formed
1983
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
7676 FORSYTH BOULEVARD, CLAYTON, MO 63105
Preparer
Jennifer Richter
Phone
3142901000
Supplemental Narrative

Additional Explanations

Members/stockholders Who Can Elect Governing Board Members

“Form 990, part vi, section a, line 7a according to the trust agreement, the company (american airlines group, inc.) has authority to terminate the trust and thus revoke trustee status of state street bank and trust company, the sole governing member.”

TRUSTEE'S ADDRESS

“Form 990, part vi, section a, line 9 the trustee is state street bank and trust company, 1776 heritage drive, n. Quincy, ma 02171.”

Review of Form 990 by the Governing Board

“Form 990, part vi, section b, line 11b no review of the 990 will be preformed prior to filing.”

Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public

“Form 990, part vi, section c, line 19 governing documents, conflict of interest policy and financial statements are not available to the general public. A copy of the form 990 is available upon request.”

Average Hours Per Week Devoted to Position

“Form 990, part vii, section a, line 1a, column (b) as trustee, state street bank & trust co. Provides administrative services such as acting as investment manager for american airlines, inc. Ltd plan trust. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis, but are calculated based upon factors such as the market value of the account and in accordance with the american airlines, inc. (the plan sponsor).”

Raw XML Appendix368 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE EMPLOYEE PLAN PARTICIPANTS LONG-TERM DISABILITY BENEFITS.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BenefitsToMembersGrp/TotalAmt013673337
IRS990/BooksInCareOfDetail/PersonNm0JACOB MUSMAN
IRS990/BooksInCareOfDetail/PhoneNum06175374715
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0STATE ST BANK 1776 HERITAGE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0N QUINCY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002171
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0250821679
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0248390880
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03369
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01578624
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt013455 NOEL ROAD STE 2110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd075240
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Metropolitan Life Insurance Company
IRS990/ContractorCompensationGrp/ServicesDesc0ADMIN/IME & FCE FEES
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt013673337
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06968058
IRS990/CYOtherExpensesAmt01657334
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05935183
IRS990/CYRevenuesLessExpensesAmt0-2430800
IRS990/CYSalariesCompEmpBnftPaidAmt03370
IRS990/CYTotalExpensesAmt015334041
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012903241
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDE EMPLOYEE PLAN PARTICIPANTS LONG-TERM DISABILITY BENEFITS. BENEFITS ARE FUNDED BY EMPLOYEE CONTRIBUTIONS, ALONE OR IN COMBINATION WITH EARNINGS OF INVESTMENT ASSETS OF THE TRUST.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt026710
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt052000
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0STATE STREET BANK TRUST CO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03369
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (See Schedule O)
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0547406
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013022575
IRS990/GrossReceiptsAmt025378410
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06420652
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06420652
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0250680415
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0248254802
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012475169
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE COMPANY MAINTAINS CERTAIN EMPLOYEE WELFARE BENEFIT PLANS, THROUGH WHICH IT PROVIDES LONG-TERM DISABILITY BENEFITS FOR THE EXCLUSIVE BENEFIT OF CERTAIN OF ITS EMPLOYEES, AND THE COMPANY AND ITS EMPLOYEES DESIRE TO CONTINUE THE TRUST ESTABLISHED PURSUANT TO A TRUST AGREEMENT EXECUTED AS OF DECEMBER 5, 1983.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0250821679
IRS990/NetAssetsOrFundBalancesEOYAmt0248390880
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0547406
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0547406
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0METLIFE ADMIN FEES
IRS990/OtherExpensesGrp/Desc1METLIFE IME & FCE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt01550973
IRS990/OtherExpensesGrp/TotalAmt127651
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, SECTION A, LINE 7A ACCORDING TO THE TRUST AGREEMENT, THE COMPANY (AMERICAN AIRLINES GROUP, INC.) HAS AUTHORITY TO TERMINATE THE TRUST AND THUS REVOKE TRUSTEE STATUS OF STATE STREET BANK AND TRUST COMPANY, THE SOLE GOVERNING MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, SECTION A, LINE 9 THE TRUSTEE IS STATE STREET BANK AND TRUST COMPANY, 1776 HERITAGE DRIVE, N. QUINCY, MA 02171.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW OF THE 990 WILL BE PREFORMED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. A COPY OF THE FORM 990 IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) AS TRUSTEE, STATE STREET BANK & TRUST CO. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR AMERICAN AIRLINES, INC. LTD PLAN TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE AMERICAN AIRLINES, INC. (THE PLAN SPONSOR).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0MEMBERS/STOCKHOLDERS WHO CAN ELECT GOVERNING BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1TRUSTEE'S ADDRESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2REVIEW OF FORM 990 BY THE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4AVERAGE HOURS PER WEEK DEVOTED TO POSITION
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Aaron Poulin
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Airlines Inc Ltd Plan Trust
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ReturnHeader/Filer/InCareOfNm0% JACOB MUSMAN
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 FORSYTH BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum03142901000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER RICHTER
ReturnHeader/ReturnTs02024-11-15T13:26:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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