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Nonprofit · EIN 13-3031823

AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN

Tax-exempt · FORT WORTH, TX 76155

Financials

$12.9M$15.3M2023$27.3M$13.1M2024
Revenue Expenses · by fiscal year end
Financials of AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$27,286,295$13,090,222$14,196,073$262,586,955$0$262,586,955
December 31, 2023990$12,903,241$15,334,041-$2,430,800$248,390,880$0$248,390,880
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$6,349,075
Investment income
$20,937,220
Net gain from sales of assets
$1,339,947
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$11,763,485
Compensation of officers, directors and key employees
$3,196
Salaries, compensation and benefits (total)
$3,196
Professional fundraising fees
$0
Accounting fees
$23,498

Balance sheet and other

Total assets, start of year
$248,390,880
Total assets, end of year
$262,586,955
Total liabilities, end of year
$0
Net assets, end of year
$262,586,955
Publicly traded securities
$262,955,172
Gross receipts
$35,863,159
Employees
0
Volunteers
0
Year formed
1983
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
STATE STREET BANK TRUST COTRUSTEE (See Schedule O)
Institutional trustee
0$3,196
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STATE STREET BANK TRUST COTRUSTEE (See Schedule O)
Institutional trustee
0$3,369

Address and contacts

Address (IRS master file)
1 SKYVIEW DRIVE MAIL DROP 8A202, FORT WORTH, TX 76155-1801
In care of
% JACOB MUSMAN
Principal officer (990 for 2024)
LEKRESA BROWN, 1 Skyview Drive MD 8A202, Fort Worth, TX 76155
Signed the 990
Steven Pearson, STATE STREET,TRUSTEE
Phone
(682) 278-4734
Return prepared by
ERNST & YOUNG US LLP

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.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3031823
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
1981
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$262,586,955
Income (IRS master file)
$35,863,159

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$27,286,295$13,090,222$262,586,955XML
990December 2023$12,903,241$15,334,041$248,390,880XML
990December 2022$17,926,211$14,863,800$250,821,679IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3031823).

Questions about AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN

What is the EIN of AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN?
The employer identification number (EIN) of AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN is 13-3031823.
Is AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1981.
Which annual return does AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN?
The 990 for the year ended December 31, 2024 names LEKRESA BROWN.
Who are the officers and directors of AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $3,196 (STATE STREET BANK TRUST CO, TRUSTEE (See Schedule O)).
How much revenue does AMERICAN AIRLINES INC LONG TERM DISABILITY PLAN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $27,286,295, expenses of $13,090,222 and total assets of $262,586,955 at year end.

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