Overview

Plan Rating

BrightScope Rating
93
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (61)
Highest in Peer Group (93)

Plan Description

United Airlines Pilot Retirement Account Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 93, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. United Airlines Pilot Retirement Account Plan currently has over 14,100 active participants and over $9.0B in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 66100
  • Location
    Chicago , IL
  • 60666
  • Industry
    Transportation and Warehousing
  • Administrator
    F. Rainier Villatuya
  • Net Plan Assets
    $8,990,000,000
  • Total Participants
    14,000
  • Avg Account Balance
    $640,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

5

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Other Mutual Funds 49%
N/A
Self-Directed Brokerage Accounts 40%
N/A
Vanguard Total Stock Market Index 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
KMS Financial Services, Inc.
Recordkeeper
Charles Schwab
Investment Adviser
Total Investment Management Inc
Investment Adviser
United Wealth Management LLC
Investment Adviser
Efficient Wealth Management
Investment Adviser
MBO Cleary Advisors, Inc.
Investment Adviser
Solitude Financial Services
Investment Adviser
Parsons Capital Mgmt LLC
Investment Adviser
Fisher Investments
Investment Adviser
Saint Francis Capital LLC
Investment Adviser
Keep Safe Investments LLC
Investment Adviser
Act Wealth Management LLC
Investment Adviser
Envestnet Asset Management, Inc.
Investment Adviser
Morningstar, Inc.
Investment Adviser
Flexible Plan Investments, Ltd.
Investment Adviser
Financial Advocates Investment Management
Investment Adviser
Personal Investment Management
Investment Adviser
FDX Advisors, Inc.
Investment Adviser
Phh Investments Ltd
Investment Adviser
Aveo Capital Partners, LLC
Investment Adviser
Leslie Global Wealth LLC
Investment Adviser
Cambridge Investment Research
Investment Adviser
Zacks Investment Management, Inc.
Investment Adviser
Beta Management Consulting
Investment Adviser
Symphony Financial Ltd Co
Investment Adviser
Godsey & Gibb Associates
Investment Adviser
CLS Investments
Investment Adviser
American Money Management
Investment Adviser
Centaurus Financial, Inc.
Investment Adviser
United Capital Financial Advisers
Investment Adviser
Woodley Farra Manion Portfolio Management
Investment Adviser
Talis Advisory Services, LLC
Investment Adviser
Abundance Technologies, Inc.
Investment Adviser
Financial Engines
Investment Adviser
Wambolt & Associates
Investment Adviser
Toth Financial Advisory Corp
Investment Adviser
Wealthnet Investments LLC
Investment Adviser
Heritage Investment Group
Investment Adviser
Wisdom Wealth Strategies LLC
Investment Adviser
Mountain Capital Investment Ad
Investment Adviser
Signature Estate and Investment
Investment Adviser
Creative Planning, Inc.
Investment Adviser
Empirical Financial Services L
Investment Adviser
Stonemark Wealth Mgmt
Investment Adviser
White Wing Wealth Management L
Investment Adviser
Savant Capital LLC
Investment Adviser
Parallel Advisors LLC
Investment Adviser
Merriman Wealth Mgmt LLC
Investment Adviser
Intervest International, Inc
Investment Adviser
Index Fund Advisors, Inc.
Investment Adviser
Belpointe Asset Management LLC
Investment Adviser
Moneta Group LLC
Investment Adviser
Worthpointe LLC
Investment Adviser
Consilium Wealth Management Ll
Investment Adviser
Normandy Capital Management LLC
Investment Adviser
J.L. Bainbridge & Co., Inc.
Investment Adviser
Huber Financial Advisors, LLC
Investment Adviser
Hines & Warner Wealth Manageme
Investment Adviser
William E Sweet & Associates
Investment Adviser
MPI Investment Management, Inc.
Investment Adviser
Formula Folio Investments LLC
Investment Adviser
Bellingham Capital Management
Investment Adviser
AFAM Capital, Inc.
Investment Adviser
Iron Gate Global Advisors
Investment Adviser
Summit Global Investments LLC
Investment Adviser
Davidson Investment Advisors
Investment Adviser
Signature Investment Advisors
Investment Adviser
Ciccarelli Advisory Services I
Investment Adviser
Vomund Investment Mgmt LLC
Investment Adviser
Adviser Investments LLC
Investment Adviser
Private Asset Management, Inc.
Investment Adviser
Northstar Investment Advisors
Investment Adviser
Private Management Group Inc.
Investment Adviser
Schaefer Financial Management
Investment Adviser
Absolute Capital Management, LLC
Investment Adviser
Hart Capital Management, Inc.
Investment Adviser
Peak Capital Management LLC
Investment Adviser
HighTower Advisors, LLC
Investment Adviser
Sentinel Wealth Management, Inc.
Investment Adviser
Palisade Asset Mgmt LLC
Investment Adviser
Claraphi Advisory Network LLC
Investment Adviser
Ep Wealth Advisors LLC
Investment Adviser
H C Financial Advisors Inc
Investment Adviser
Loring Ward Securities, Inc.
Investment Adviser
Pinnacle Advisory Group
Investment Adviser
AHC Advisors, Inc.
Investment Adviser
Praxis Advisory Group Inc
Investment Adviser
Strategic Wealth Management Gr
Investment Adviser
Front Row Advisors LLC
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Kcr Wealth Management LLC
Investment Adviser
Advisory Services Network LLC
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Estate & Trust Advisors Inc
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Lifesteps Financial Inc
Investment Adviser
Sageview Advisory Group
Investment Adviser
NorthCoast Asset Management
Investment Adviser
Reilly Financial Advisors LLC
Investment Adviser
Live Oak Management Group LLC
Investment Adviser
Brooks Hughes & Jones Inc
Investment Adviser
Bouchey Financial Group Ltd
Investment Adviser
Curtis Advisory Group LLC
Investment Adviser
Carlton Hofferkamp and Jenks W
Investment Adviser
Strategic Investment Solutions, Inc.
Investment Adviser
Smith Anglin Financial LLC
Investment Adviser
Halter Ferguson Financial Inc
Investment Adviser
Vantage Investment Advisors Ll
Investment Adviser
Interocean Capital LLC
Investment Adviser
Friedberg Investment Managemen
Auditor
Washington, Pittman & Mckeever LLC

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