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Nonprofit · EIN 75-2377858

AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES

Tax-exempt · FORT WORTH, TX 76155

Financials

$3.7M$14.3M2023$10.4M$14.9M2024
Revenue Expenses · by fiscal year end
Financials of AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,362,613$14,851,619-$4,489,006$109,321,689$0$109,321,689
December 31, 2023990$3,699,617$14,346,527-$10,646,910$113,810,695$0$113,810,695
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$10,362,613
Net gain from sales of assets
$2,210,329
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,888,396
Compensation of officers, directors and key employees
$2,227
Salaries, compensation and benefits (total)
$2,227
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$113,810,695
Total assets, end of year
$109,321,689
Total liabilities, end of year
$0
Net assets, end of year
$109,321,689
Publicly traded securities
$108,459,868
Gross receipts
$23,365,938
Employees
0
Volunteers
0
Year formed
1990
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$2,227
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STATE STREET BANK TRUST COTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$2,511

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 HAS ESTABLISHED THE AMERICAN AIRLINES, INC. HEALTH AND LIFE PLAN FOR RETIREES PROVIDING HEALTH AND LIFE COVERAGE FOR RETIRED EMPLOYEES REPRESENTED BY CERTAIN COLLECTIVE BARGAINING ASSOCIATIONS.

990 for the year ended December 31, 2024

Program accomplishments

  • Provide payment of Health AND LIFE Benefits to Plan Participants. BENEFITS ARE FUNDED BY EMPLOYER CONTRIBUTIONS, EMPLOYEE CONTRIBUTIONS, OR IN COMBINATION WITH EARNINGS OF THE 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
75-2377858
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1991
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$109,321,689
Income (IRS master file)
$23,365,938

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,362,613$14,851,619$109,321,689XML
990December 2023$3,699,617$14,346,527$113,810,695XML
990December 2022$6,494,787$16,649,945$124,457,606IRS
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 75-2377858).

Questions about AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES

What is the EIN of AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES?
The employer identification number (EIN) of AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES is 75-2377858.
Is AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
Are donations to AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES 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 HEALTH BENEFITS TR FOR UNION EMPLOYEES 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 HEALTH BENEFITS TR FOR UNION EMPLOYEES 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 HEALTH BENEFITS TR FOR UNION EMPLOYEES?
The 990 for the year ended December 31, 2024 names LEKRESA BROWN.
Who are the officers and directors of AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $2,227 (STATE STREET BANK TRUST CO, TRUSTEE (SEE SCHEDULE O)).
How much revenue does AMERICAN AIRLINES INC HEALTH BENEFITS TR FOR UNION EMPLOYEES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,362,613, expenses of $14,851,619 and total assets of $109,321,689 at year end.

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