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BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 401k Plan overview

Plan NameBRITISH AIRWAYS PLC PENSION PLAN (U.S.A.)
Plan identification number 001

BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRITISH AIRWAYS PLC has sponsored the creation of one or more 401k plans.

Company Name:BRITISH AIRWAYS PLC
Employer identification number (EIN):131546240
NAIC Classification:481000
NAIC Description: Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01BARBARA KUMERLE
0012016-04-01BARBARA KUMERLE
0012015-04-01BARBARA KUMERLE
0012014-04-01MICHELLE EHRLICH
0012013-04-01MICHELLE EHRLICH MICHELLE EHRLICH2015-01-15
0012012-04-01MICHELLE EHRLICH MICHELLE EHRLICH2015-01-15
0012011-04-01STUART KENNEDY
0012010-04-01STUART KENNEDY
0012009-04-01STUART KENNEDY

Plan Statistics for BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.)

401k plan membership statisitcs for BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.)

Measure Date Value
2023: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2023 401k membership
Market value of plan assets2023-03-31314,445,860
Acturial value of plan assets2023-03-31314,445,860
Funding target for retired participants and beneficiaries receiving payment2023-03-31354,814,535
Number of terminated vested participants2023-03-31371
Fundng target for terminated vested participants2023-03-3134,016,725
Active participant vested funding target2023-03-3134,134,799
Number of active participants2023-03-31231
Total funding liabilities for active participants2023-03-3134,464,239
Total participant count2023-03-312,245
Total funding target for all participants2023-03-31423,295,499
Balance at beginning of prior year after applicable adjustments2023-03-310
Prefunding balance at beginning of prior year after applicable adjustments2023-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-310
Amount remaining of prefunding balance2023-03-310
Present value of excess contributions2023-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-03-310
Reductions in caryover balances due to elections or deemed elections2023-03-310
Reductions in prefunding balances due to elections or deemed elections2023-03-310
Balance of carryovers at beginning of current year2023-03-310
Balance of prefunding at beginning of current year2023-03-310
Total employer contributions2023-03-3112,436,204
Total employee contributions2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-3111,995,122
Liquidity shortfalls end of Q12023-03-310
Liquidity shortfalls end of Q22023-03-310
Liquidity shortfalls end of Q32023-03-310
Liquidity shortfalls end of Q42023-03-310
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-31890,000
Net shortfall amortization installment of oustanding balance2023-03-31108,849,639
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-3111,995,122
Additional cash requirement2023-03-3111,995,122
Contributions allocatedtoward minimum required contributions for current year2023-03-3111,995,122
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2022 401k membership
Total participants, beginning-of-year2022-04-012,245
Total number of active participants reported on line 7a of the Form 55002022-04-01214
Number of retired or separated participants receiving benefits2022-04-011,432
Number of other retired or separated participants entitled to future benefits2022-04-01361
Total of all active and inactive participants2022-04-012,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-01191
Total participants2022-04-012,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
Market value of plan assets2022-03-31327,342,658
Acturial value of plan assets2022-03-31327,342,658
Funding target for retired participants and beneficiaries receiving payment2022-03-31359,799,619
Number of terminated vested participants2022-03-31353
Fundng target for terminated vested participants2022-03-3128,879,370
Active participant vested funding target2022-03-3147,386,905
Number of active participants2022-03-31295
Total funding liabilities for active participants2022-03-3147,604,569
Total participant count2022-03-312,286
Total funding target for all participants2022-03-31436,283,558
Funding target disregarding prescribed at-risk assumptions2022-03-31420,339,091
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2022-03-31428,499,438
Balance at beginning of prior year after applicable adjustments2022-03-310
Prefunding balance at beginning of prior year after applicable adjustments2022-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-310
Amount remaining of prefunding balance2022-03-310
Present value of excess contributions2022-03-316,507,092
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-316,876,044
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-310
Balance of prefunding at beginning of current year2022-03-310
Total employer contributions2022-03-3111,837,238
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-319,518
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-3111,381,772
Liquidity shortfalls end of Q12022-03-310
Liquidity shortfalls end of Q22022-03-310
Liquidity shortfalls end of Q32022-03-310
Liquidity shortfalls end of Q42022-03-310
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-31700,000
Net shortfall amortization installment of oustanding balance2022-03-31108,940,900
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-3111,381,772
Additional cash requirement2022-03-3111,381,772
Contributions allocatedtoward minimum required contributions for current year2022-03-3111,381,772
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2021 401k membership
Total participants, beginning-of-year2021-04-012,286
Total number of active participants reported on line 7a of the Form 55002021-04-01231
Number of retired or separated participants receiving benefits2021-04-011,457
Number of other retired or separated participants entitled to future benefits2021-04-01368
Total of all active and inactive participants2021-04-012,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-01189
Total participants2021-04-012,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
Market value of plan assets2021-03-31269,566,542
Acturial value of plan assets2021-03-31296,523,196
Funding target for retired participants and beneficiaries receiving payment2021-03-31334,727,416
Number of terminated vested participants2021-03-31365
Fundng target for terminated vested participants2021-03-3128,295,397
Active participant vested funding target2021-03-3157,364,355
Number of active participants2021-03-31400
Total funding liabilities for active participants2021-03-3157,819,056
Total participant count2021-03-312,306
Total funding target for all participants2021-03-31420,841,869
Funding target disregarding prescribed at-risk assumptions2021-03-31416,425,290
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2021-03-31427,466,737
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-310
Present value of excess contributions2021-03-311,137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-311,199
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-310
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-310
Total employer contributions2021-03-3121,217,892
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-3120,333,960
Liquidity shortfalls end of Q12021-03-310
Liquidity shortfalls end of Q22021-03-310
Liquidity shortfalls end of Q32021-03-310
Liquidity shortfalls end of Q42021-03-310
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-312,155,000
Net shortfall amortization installment of oustanding balance2021-03-31124,318,673
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-3113,826,868
Additional cash requirement2021-03-3113,826,868
Contributions allocatedtoward minimum required contributions for current year2021-03-3120,333,960
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2020 401k membership
Total participants, beginning-of-year2020-04-012,306
Total number of active participants reported on line 7a of the Form 55002020-04-01295
Number of retired or separated participants receiving benefits2020-04-011,451
Number of other retired or separated participants entitled to future benefits2020-04-01350
Total of all active and inactive participants2020-04-012,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-01190
Total participants2020-04-012,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
Market value of plan assets2020-03-31293,829,416
Acturial value of plan assets2020-03-31307,713,506
Funding target for retired participants and beneficiaries receiving payment2020-03-31347,152,576
Number of terminated vested participants2020-03-31343
Fundng target for terminated vested participants2020-03-3123,785,911
Active participant vested funding target2020-03-3163,473,395
Number of active participants2020-03-31474
Total funding liabilities for active participants2020-03-3165,542,970
Total participant count2020-03-312,366
Total funding target for all participants2020-03-31436,481,457
Funding target disregarding prescribed at-risk assumptions2020-03-31434,617,915
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2020-03-31443,935,624
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-310
Present value of excess contributions2020-03-316,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-317,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-310
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-310
Total employer contributions2020-03-3129,584,382
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-3127,953,684
Liquidity shortfalls end of Q12020-03-310
Liquidity shortfalls end of Q22020-03-310
Liquidity shortfalls end of Q32020-03-310
Liquidity shortfalls end of Q42020-03-310
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-312,304,499
Net shortfall amortization installment of oustanding balance2020-03-31128,767,951
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-3127,952,547
Additional cash requirement2020-03-3127,952,547
Contributions allocatedtoward minimum required contributions for current year2020-03-3127,953,684
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2019 401k membership
Total participants, beginning-of-year2019-04-012,345
Total number of active participants reported on line 7a of the Form 55002019-04-01400
Number of retired or separated participants receiving benefits2019-04-011,364
Number of other retired or separated participants entitled to future benefits2019-04-01361
Total of all active and inactive participants2019-04-012,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-01181
Total participants2019-04-012,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
Market value of plan assets2019-03-31318,599,171
Acturial value of plan assets2019-03-31296,044,294
Funding target for retired participants and beneficiaries receiving payment2019-03-31332,729,222
Number of terminated vested participants2019-03-31347
Fundng target for terminated vested participants2019-03-3122,318,043
Active participant vested funding target2019-03-3162,172,380
Number of active participants2019-03-31500
Total funding liabilities for active participants2019-03-3164,373,322
Total participant count2019-03-312,387
Total funding target for all participants2019-03-31419,420,587
Balance at beginning of prior year after applicable adjustments2019-03-310
Prefunding balance at beginning of prior year after applicable adjustments2019-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-310
Amount remaining of prefunding balance2019-03-310
Present value of excess contributions2019-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-310
Total employer contributions2019-03-3123,869,361
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-3122,221,855
Liquidity shortfalls end of Q12019-03-310
Liquidity shortfalls end of Q22019-03-310
Liquidity shortfalls end of Q32019-03-310
Liquidity shortfalls end of Q42019-03-310
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-312,266,293
Net shortfall amortization installment of oustanding balance2019-03-31123,376,293
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-3122,215,109
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-3122,215,109
Contributions allocatedtoward minimum required contributions for current year2019-03-3122,221,855
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2018 401k membership
Total participants, beginning-of-year2018-04-012,369
Total number of active participants reported on line 7a of the Form 55002018-04-01474
Number of retired or separated participants receiving benefits2018-04-011,359
Number of other retired or separated participants entitled to future benefits2018-04-01327
Total of all active and inactive participants2018-04-012,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-01185
Total participants2018-04-012,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
Market value of plan assets2018-03-31302,022,781
Acturial value of plan assets2018-03-31303,314,807
Funding target for retired participants and beneficiaries receiving payment2018-03-31263,783,974
Number of terminated vested participants2018-03-31471
Fundng target for terminated vested participants2018-03-3120,392,787
Active participant vested funding target2018-03-3150,319,529
Number of active participants2018-03-31555
Total funding liabilities for active participants2018-03-3152,323,321
Total participant count2018-03-312,554
Total funding target for all participants2018-03-31336,500,082
Balance at beginning of prior year after applicable adjustments2018-03-310
Prefunding balance at beginning of prior year after applicable adjustments2018-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-310
Amount remaining of prefunding balance2018-03-310
Present value of excess contributions2018-03-319,132,672
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-319,886,117
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-310
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-310
Balance of prefunding at beginning of current year2018-03-310
Total employer contributions2018-03-319,549,340
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-318,906,663
Liquidity shortfalls end of Q12018-03-310
Liquidity shortfalls end of Q22018-03-310
Liquidity shortfalls end of Q32018-03-310
Liquidity shortfalls end of Q42018-03-310
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-312,361,886
Net shortfall amortization installment of oustanding balance2018-03-3133,185,275
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-318,906,663
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-318,906,663
Contributions allocatedtoward minimum required contributions for current year2018-03-318,906,663
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2017 401k membership
Total participants, beginning-of-year2017-04-012,554
Total number of active participants reported on line 7a of the Form 55002017-04-01500
Number of retired or separated participants receiving benefits2017-04-011,357
Number of other retired or separated participants entitled to future benefits2017-04-01333
Total of all active and inactive participants2017-04-012,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-01179
Total participants2017-04-012,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
Market value of plan assets2017-03-31288,170,863
Acturial value of plan assets2017-03-31315,892,709
Funding target for retired participants and beneficiaries receiving payment2017-03-31264,079,121
Number of terminated vested participants2017-03-31458
Fundng target for terminated vested participants2017-03-3118,050,163
Active participant vested funding target2017-03-3153,424,680
Number of active participants2017-03-31606
Total funding liabilities for active participants2017-03-3156,961,317
Total participant count2017-03-312,581
Total funding target for all participants2017-03-31339,090,601
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-312,841
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-313,075
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-3113,960,265
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-3113,428,216
Liquidity shortfalls end of Q12017-03-310
Liquidity shortfalls end of Q22017-03-310
Liquidity shortfalls end of Q32017-03-310
Liquidity shortfalls end of Q42017-03-310
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-314,295,544
Net shortfall amortization installment of oustanding balance2017-03-3123,197,892
Total funding amount beforereflecting carryover/prefunding balances2017-03-314,295,544
Additional cash requirement2017-03-314,295,544
Contributions allocatedtoward minimum required contributions for current year2017-03-3113,428,216
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2016: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2016 401k membership
Total participants, beginning-of-year2016-04-012,581
Total number of active participants reported on line 7a of the Form 55002016-04-01555
Number of retired or separated participants receiving benefits2016-04-011,368
Number of other retired or separated participants entitled to future benefits2016-04-01459
Total of all active and inactive participants2016-04-012,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-01172
Total participants2016-04-012,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2015 401k membership
Total participants, beginning-of-year2015-04-012,626
Total number of active participants reported on line 7a of the Form 55002015-04-01606
Number of retired or separated participants receiving benefits2015-04-011,357
Number of other retired or separated participants entitled to future benefits2015-04-01456
Total of all active and inactive participants2015-04-012,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-01162
Total participants2015-04-012,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2014 401k membership
Total participants, beginning-of-year2014-04-013,122
Total number of active participants reported on line 7a of the Form 55002014-04-01654
Number of retired or separated participants receiving benefits2014-04-011,353
Number of other retired or separated participants entitled to future benefits2014-04-01462
Total of all active and inactive participants2014-04-012,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-01157
Total participants2014-04-012,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2013 401k membership
Total participants, beginning-of-year2013-04-013,169
Total number of active participants reported on line 7a of the Form 55002013-04-01799
Number of retired or separated participants receiving benefits2013-04-011,273
Number of other retired or separated participants entitled to future benefits2013-04-01897
Total of all active and inactive participants2013-04-012,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-01153
Total participants2013-04-013,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2012 401k membership
Total participants, beginning-of-year2012-04-013,198
Total number of active participants reported on line 7a of the Form 55002012-04-01840
Number of retired or separated participants receiving benefits2012-04-011,249
Number of other retired or separated participants entitled to future benefits2012-04-01929
Total of all active and inactive participants2012-04-013,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-01151
Total participants2012-04-013,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2011 401k membership
Total participants, beginning-of-year2011-04-013,231
Total number of active participants reported on line 7a of the Form 55002011-04-01869
Number of retired or separated participants receiving benefits2011-04-011,248
Number of other retired or separated participants entitled to future benefits2011-04-01937
Total of all active and inactive participants2011-04-013,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-01144
Total participants2011-04-013,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2010 401k membership
Total participants, beginning-of-year2010-04-013,257
Total number of active participants reported on line 7a of the Form 55002010-04-01934
Number of retired or separated participants receiving benefits2010-04-011,212
Number of other retired or separated participants entitled to future benefits2010-04-01939
Total of all active and inactive participants2010-04-013,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-01146
Total participants2010-04-013,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2009 401k membership
Total participants, beginning-of-year2009-04-013,277
Total number of active participants reported on line 7a of the Form 55002009-04-011,008
Number of retired or separated participants receiving benefits2009-04-011,173
Number of other retired or separated participants entitled to future benefits2009-04-01938
Total of all active and inactive participants2009-04-013,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-01138
Total participants2009-04-013,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.)

Measure Date Value
2023 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$100
Total unrealized appreciation/depreciation of assets2023-03-31$100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$198,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$341,930
Total income from all sources (including contributions)2023-03-31$-14,966,801
Total loss/gain on sale of assets2023-03-31$-1,998,910
Total of all expenses incurred2023-03-31$33,090,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$32,022,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$12,436,204
Value of total assets at end of year2023-03-31$266,623,185
Value of total assets at beginning of year2023-03-31$314,823,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$1,067,430
Total interest from all sources2023-03-31$6,408
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Administrative expenses professional fees incurred2023-03-31$585,021
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$34,664,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$2,662,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$92,134
Other income not declared elsewhere2023-03-31$-111,429
Administrative expenses (other) incurred2023-03-31$6,420
Liabilities. Value of operating payables at end of year2023-03-31$198,502
Liabilities. Value of operating payables at beginning of year2023-03-31$341,930
Total non interest bearing cash at end of year2023-03-31$0
Total non interest bearing cash at beginning of year2023-03-31$83,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-48,057,192
Value of net assets at end of year (total assets less liabilities)2023-03-31$266,424,683
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$314,481,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$3,977,479
Assets. partnership/joint venture interests at beginning of year2023-03-31$4,252,826
Investment advisory and management fees2023-03-31$475,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$137,500,755
Value of interest in common/collective trusts at end of year2023-03-31$236,132,071
Value of interest in common/collective trusts at beginning of year2023-03-31$65,333,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$7,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$5,819,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$5,819,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$6,408
Assets. Value of investments in 103.12 investment entities at end of year2023-03-31$19,615,072
Assets. Value of investments in 103.12 investment entities at beginning of year2023-03-31$63,650,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-10,641,577
Net investment gain or loss from common/collective trusts2023-03-31$-12,852,550
Net gain/loss from 103.12 investment entities2023-03-31$-1,805,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$12,436,204
Employer contributions (assets) at end of year2023-03-31$4,229,091
Employer contributions (assets) at beginning of year2023-03-31$3,427,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$32,022,961
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$34,517,218
Aggregate carrying amount (costs) on sale of assets2023-03-31$36,516,128
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31RSM US LLP
Accountancy firm EIN2023-03-31420714325
2022 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$1,581,442
Total unrealized appreciation/depreciation of assets2022-03-31$1,581,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$341,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$414,107
Total income from all sources (including contributions)2022-03-31$20,023,988
Total loss/gain on sale of assets2022-03-31$-216,389
Total of all expenses incurred2022-03-31$32,884,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$31,472,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$11,837,238
Value of total assets at end of year2022-03-31$314,823,805
Value of total assets at beginning of year2022-03-31$327,756,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$1,411,835
Total interest from all sources2022-03-31$10
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$6,442,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$3,910,000
Administrative expenses professional fees incurred2022-03-31$838,674
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$34,664,725
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$34,723,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$92,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$100,983
Other income not declared elsewhere2022-03-31$6,645
Liabilities. Value of operating payables at end of year2022-03-31$341,930
Liabilities. Value of operating payables at beginning of year2022-03-31$414,107
Total non interest bearing cash at end of year2022-03-31$83,515
Total non interest bearing cash at beginning of year2022-03-31$87,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-12,860,783
Value of net assets at end of year (total assets less liabilities)2022-03-31$314,481,875
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$327,342,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$4,252,826
Assets. partnership/joint venture interests at beginning of year2022-03-31$4,335,132
Investment advisory and management fees2022-03-31$573,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$137,500,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$146,867,999
Value of interest in common/collective trusts at end of year2022-03-31$65,333,162
Value of interest in common/collective trusts at beginning of year2022-03-31$75,177,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$5,819,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$2,721,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$2,721,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$10
Assets. Value of investments in 103.12 investment entities at end of year2022-03-31$63,650,308
Assets. Value of investments in 103.12 investment entities at beginning of year2022-03-31$63,742,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-6,953,019
Net investment gain or loss from common/collective trusts2022-03-31$3,418,285
Net gain/loss from 103.12 investment entities2022-03-31$3,907,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$11,837,238
Employer contributions (assets) at end of year2022-03-31$3,427,216
Employer contributions (assets) at beginning of year2022-03-31$0
Income. Dividends from common stock2022-03-31$2,532,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$31,472,936
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$281,663
Aggregate carrying amount (costs) on sale of assets2022-03-31$498,052
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31RSM US LLP
Accountancy firm EIN2022-03-31420714325
2021 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$14,427,336
Total unrealized appreciation/depreciation of assets2021-03-31$14,427,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$414,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$115,130
Total income from all sources (including contributions)2021-03-31$90,819,446
Total loss/gain on sale of assets2021-03-31$-9,680,777
Total of all expenses incurred2021-03-31$33,547,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$30,888,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$21,217,892
Value of total assets at end of year2021-03-31$327,756,765
Value of total assets at beginning of year2021-03-31$270,186,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$2,659,066
Total interest from all sources2021-03-31$-9,456
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$2,980,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$2,975,461
Administrative expenses professional fees incurred2021-03-31$724,908
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$34,723,457
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$28,833,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$100,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$79,632
Other income not declared elsewhere2021-03-31$3,373
Administrative expenses (other) incurred2021-03-31$1,438,807
Liabilities. Value of operating payables at end of year2021-03-31$414,107
Liabilities. Value of operating payables at beginning of year2021-03-31$115,130
Total non interest bearing cash at end of year2021-03-31$87,723
Total non interest bearing cash at beginning of year2021-03-31$83,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$57,271,696
Value of net assets at end of year (total assets less liabilities)2021-03-31$327,342,658
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$270,070,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Assets. partnership/joint venture interests at end of year2021-03-31$4,335,132
Assets. partnership/joint venture interests at beginning of year2021-03-31$29,054,632
Investment advisory and management fees2021-03-31$495,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$146,867,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$93,755,838
Value of interest in common/collective trusts at end of year2021-03-31$75,177,736
Value of interest in common/collective trusts at beginning of year2021-03-31$48,929,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$2,721,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$2,012,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$2,012,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$-9,456
Assets. Value of investments in 103.12 investment entities at end of year2021-03-31$63,742,702
Assets. Value of investments in 103.12 investment entities at beginning of year2021-03-31$54,526,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$19,569,025
Net investment gain or loss from common/collective trusts2021-03-31$26,940,271
Net gain/loss from 103.12 investment entities2021-03-31$15,371,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$21,217,892
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$12,910,611
Income. Dividends from common stock2021-03-31$4,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$30,888,684
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$52,739,757
Aggregate carrying amount (costs) on sale of assets2021-03-31$62,420,534
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31RSM US LLP
Accountancy firm EIN2021-03-31420714325
2020 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-7,826,316
Total unrealized appreciation/depreciation of assets2020-03-31$-7,826,316
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$115,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$248,334
Total income from all sources (including contributions)2020-03-31$8,073,877
Total loss/gain on sale of assets2020-03-31$-218,946
Total of all expenses incurred2020-03-31$32,519,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$30,060,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$29,584,382
Value of total assets at end of year2020-03-31$270,186,092
Value of total assets at beginning of year2020-03-31$294,765,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,459,527
Total interest from all sources2020-03-31$82,318
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$2,572,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$2,572,519
Administrative expenses professional fees incurred2020-03-31$612,554
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$28,833,316
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$27,823,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$79,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$186,368
Administrative expenses (other) incurred2020-03-31$1,432,419
Liabilities. Value of operating payables at end of year2020-03-31$115,130
Liabilities. Value of operating payables at beginning of year2020-03-31$248,334
Total non interest bearing cash at end of year2020-03-31$83,638
Total non interest bearing cash at beginning of year2020-03-31$84,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-24,445,825
Value of net assets at end of year (total assets less liabilities)2020-03-31$270,070,962
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$294,516,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$29,054,632
Assets. partnership/joint venture interests at beginning of year2020-03-31$27,264,230
Investment advisory and management fees2020-03-31$414,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$93,755,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$76,000,765
Value of interest in common/collective trusts at end of year2020-03-31$48,929,884
Value of interest in common/collective trusts at beginning of year2020-03-31$67,621,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$2,012,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$38,317,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$38,317,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$82,318
Assets. Value of investments in 103.12 investment entities at end of year2020-03-31$54,526,336
Assets. Value of investments in 103.12 investment entities at beginning of year2020-03-31$40,277,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$1,633,682
Net investment gain or loss from common/collective trusts2020-03-31$-7,867,732
Net gain/loss from 103.12 investment entities2020-03-31$-9,885,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$29,584,382
Employer contributions (assets) at end of year2020-03-31$12,910,611
Employer contributions (assets) at beginning of year2020-03-31$17,189,363
Income. Dividends from common stock2020-03-31$-208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$30,060,175
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$11,474,184
Aggregate carrying amount (costs) on sale of assets2020-03-31$11,693,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31RSM US LLP
Accountancy firm EIN2020-03-31420714325
2019 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$-2,337,586
Total unrealized appreciation/depreciation of assets2019-03-31$-2,337,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$248,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$1,050,776
Total income from all sources (including contributions)2019-03-31$18,989,953
Total loss/gain on sale of assets2019-03-31$-1,277,832
Total of all expenses incurred2019-03-31$33,233,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$30,410,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$23,869,361
Value of total assets at end of year2019-03-31$294,765,121
Value of total assets at beginning of year2019-03-31$309,811,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$2,823,287
Total interest from all sources2019-03-31$164,463
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$3,680,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$3,671,354
Administrative expenses professional fees incurred2019-03-31$1,240,030
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Assets. Other investments not covered elsewhere at end of year2019-03-31$27,823,971
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$26,228,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$186,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$156,265
Other income not declared elsewhere2019-03-31$48,464
Administrative expenses (other) incurred2019-03-31$775,484
Liabilities. Value of operating payables at end of year2019-03-31$248,334
Liabilities. Value of operating payables at beginning of year2019-03-31$1,050,776
Total non interest bearing cash at end of year2019-03-31$84,404
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-14,243,512
Value of net assets at end of year (total assets less liabilities)2019-03-31$294,516,787
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$308,760,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$27,264,230
Assets. partnership/joint venture interests at beginning of year2019-03-31$42,916,796
Investment advisory and management fees2019-03-31$807,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$76,000,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$86,663,982
Value of interest in common/collective trusts at end of year2019-03-31$67,621,172
Value of interest in common/collective trusts at beginning of year2019-03-31$84,235,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$38,317,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$2,760,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$2,760,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$164,463
Assets. Value of investments in 103.12 investment entities at end of year2019-03-31$40,277,123
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-31$39,559,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-4,916,044
Net investment gain or loss from common/collective trusts2019-03-31$-958,809
Net gain/loss from 103.12 investment entities2019-03-31$717,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$23,869,361
Employer contributions (assets) at end of year2019-03-31$17,189,363
Employer contributions (assets) at beginning of year2019-03-31$6,327,682
Income. Dividends from common stock2019-03-31$9,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$30,410,178
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$20,962,136
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$32,540,564
Aggregate carrying amount (costs) on sale of assets2019-03-31$33,818,396
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31RSM US LLP
Accountancy firm EIN2019-03-31420714325
2018 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$7,136,305
Total unrealized appreciation/depreciation of assets2018-03-31$7,136,305
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$1,050,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$451,939
Total income from all sources (including contributions)2018-03-31$45,176,578
Total loss/gain on sale of assets2018-03-31$1,363,752
Total of all expenses incurred2018-03-31$39,462,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$35,917,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$9,549,340
Value of total assets at end of year2018-03-31$309,811,075
Value of total assets at beginning of year2018-03-31$303,497,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$3,544,852
Total interest from all sources2018-03-31$13,616
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$3,025,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$2,794,401
Administrative expenses professional fees incurred2018-03-31$1,047,720
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Assets. Other investments not covered elsewhere at end of year2018-03-31$26,228,603
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$29,004,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$156,265
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$1,461,168
Other income not declared elsewhere2018-03-31$23,501
Administrative expenses (other) incurred2018-03-31$1,503,385
Liabilities. Value of operating payables at end of year2018-03-31$1,050,776
Liabilities. Value of operating payables at beginning of year2018-03-31$451,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$5,714,408
Value of net assets at end of year (total assets less liabilities)2018-03-31$308,760,299
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$303,045,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Assets. partnership/joint venture interests at end of year2018-03-31$42,916,796
Assets. partnership/joint venture interests at beginning of year2018-03-31$43,087,732
Investment advisory and management fees2018-03-31$993,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$86,663,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$89,710,963
Value of interest in common/collective trusts at end of year2018-03-31$84,235,487
Value of interest in common/collective trusts at beginning of year2018-03-31$80,547,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$2,760,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$1,960,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$1,960,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$13,616
Assets. Value of investments in 103.12 investment entities at end of year2018-03-31$39,559,806
Assets. Value of investments in 103.12 investment entities at beginning of year2018-03-31$36,788,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$6,388,686
Net investment gain or loss from common/collective trusts2018-03-31$14,903,749
Net gain/loss from 103.12 investment entities2018-03-31$2,771,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$9,549,340
Employer contributions (assets) at end of year2018-03-31$6,327,682
Employer contributions (assets) at beginning of year2018-03-31$3,490,067
Income. Dividends from common stock2018-03-31$231,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$35,917,318
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$20,962,136
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$17,447,562
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$29,402,994
Aggregate carrying amount (costs) on sale of assets2018-03-31$28,039,242
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31MARKS PANETH LLP
Accountancy firm EIN2018-03-31113518842
2017 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$8,279,626
Total unrealized appreciation/depreciation of assets2017-03-31$8,279,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$451,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$931,835
Total income from all sources (including contributions)2017-03-31$44,721,979
Total loss/gain on sale of assets2017-03-31$266,006
Total of all expenses incurred2017-03-31$32,389,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$29,145,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$13,960,264
Value of total assets at end of year2017-03-31$303,497,830
Value of total assets at beginning of year2017-03-31$291,645,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$3,244,313
Total interest from all sources2017-03-31$6,521
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$2,299,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$1,651,143
Administrative expenses professional fees incurred2017-03-31$898,643
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-03-31$218,314
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Assets. Other investments not covered elsewhere at end of year2017-03-31$29,004,023
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$30,840,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$1,461,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$204,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$87,067
Other income not declared elsewhere2017-03-31$24,111
Administrative expenses (other) incurred2017-03-31$1,480,184
Liabilities. Value of operating payables at end of year2017-03-31$451,939
Liabilities. Value of operating payables at beginning of year2017-03-31$844,768
Total non interest bearing cash at end of year2017-03-31$0
Total non interest bearing cash at beginning of year2017-03-31$3,143,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$12,332,417
Value of net assets at end of year (total assets less liabilities)2017-03-31$303,045,891
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$290,713,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$43,087,732
Assets. partnership/joint venture interests at beginning of year2017-03-31$40,292,013
Investment advisory and management fees2017-03-31$865,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$89,710,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$67,269,935
Value of interest in common/collective trusts at end of year2017-03-31$80,547,832
Value of interest in common/collective trusts at beginning of year2017-03-31$80,072,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$1,960,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$796,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$796,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$6,521
Assets. Value of investments in 103.12 investment entities at end of year2017-03-31$36,788,175
Assets. Value of investments in 103.12 investment entities at beginning of year2017-03-31$33,387,042
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$-40,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$6,509,703
Net investment gain or loss from common/collective trusts2017-03-31$9,975,092
Net gain/loss from 103.12 investment entities2017-03-31$3,401,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$13,960,264
Employer contributions (assets) at end of year2017-03-31$3,490,067
Employer contributions (assets) at beginning of year2017-03-31$5,823,906
Income. Dividends from preferred stock2017-03-31$5,890
Income. Dividends from common stock2017-03-31$642,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$29,186,036
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$17,447,562
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$29,597,229
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$29,917,451
Aggregate carrying amount (costs) on sale of assets2017-03-31$29,651,445
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31MARKS PANETH LLP
Accountancy firm EIN2017-03-31113518842
2016 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-6,709,914
Total unrealized appreciation/depreciation of assets2016-03-31$-6,709,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$931,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$9,802,177
Total income from all sources (including contributions)2016-03-31$-2,688,266
Total loss/gain on sale of assets2016-03-31$-2,817,163
Total of all expenses incurred2016-03-31$32,881,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$29,811,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$14,705,721
Value of total assets at end of year2016-03-31$291,645,309
Value of total assets at beginning of year2016-03-31$336,085,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$3,070,138
Total interest from all sources2016-03-31$3,356
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$3,296,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$2,545,958
Administrative expenses professional fees incurred2016-03-31$950,546
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-03-31$218,314
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-03-31$328,822
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Assets. Other investments not covered elsewhere at end of year2016-03-31$30,840,242
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$40,281,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$204,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$15,188,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$87,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$8,930,602
Other income not declared elsewhere2016-03-31$-4,376
Administrative expenses (other) incurred2016-03-31$1,267,194
Liabilities. Value of operating payables at end of year2016-03-31$844,768
Liabilities. Value of operating payables at beginning of year2016-03-31$871,575
Total non interest bearing cash at end of year2016-03-31$3,143,113
Total non interest bearing cash at beginning of year2016-03-31$4,823,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-35,569,575
Value of net assets at end of year (total assets less liabilities)2016-03-31$290,713,474
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$326,283,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$40,292,013
Assets. partnership/joint venture interests at beginning of year2016-03-31$63,333,213
Investment advisory and management fees2016-03-31$852,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$67,269,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$70,134,364
Value of interest in common/collective trusts at end of year2016-03-31$80,072,740
Value of interest in common/collective trusts at beginning of year2016-03-31$86,955,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$796,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$597,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$597,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$3,356
Assets. Value of investments in 103.12 investment entities at end of year2016-03-31$33,387,042
Assets. Value of investments in 103.12 investment entities at beginning of year2016-03-31$15,531,420
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$-40,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-4,424,163
Net investment gain or loss from common/collective trusts2016-03-31$-2,761,677
Net gain/loss from 103.12 investment entities2016-03-31$-3,977,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$14,705,721
Employer contributions (assets) at end of year2016-03-31$5,823,906
Employer contributions (assets) at beginning of year2016-03-31$5,160,106
Income. Dividends from preferred stock2016-03-31$7,298
Income. Dividends from common stock2016-03-31$743,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$29,851,430
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$29,597,229
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$33,750,220
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$24,861,822
Aggregate carrying amount (costs) on sale of assets2016-03-31$27,678,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31MARKS PANETH LLP
Accountancy firm EIN2016-03-31113518842
2015 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$6,491,758
Total unrealized appreciation/depreciation of assets2015-03-31$6,491,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$9,802,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$865,819
Total income from all sources (including contributions)2015-03-31$25,498,515
Total loss/gain on sale of assets2015-03-31$-1,847,496
Total of all expenses incurred2015-03-31$53,877,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$49,926,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$12,516,310
Value of total assets at end of year2015-03-31$336,085,226
Value of total assets at beginning of year2015-03-31$355,528,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$3,951,527
Total interest from all sources2015-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$5,152,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$4,418,014
Administrative expenses professional fees incurred2015-03-31$1,406,118
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-03-31$328,822
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-03-31$259,861
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$40,281,290
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$37,550,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$15,188,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$1,281,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$8,930,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$0
Other income not declared elsewhere2015-03-31$23,283
Administrative expenses (other) incurred2015-03-31$1,439,242
Liabilities. Value of operating payables at end of year2015-03-31$871,575
Liabilities. Value of operating payables at beginning of year2015-03-31$865,819
Total non interest bearing cash at end of year2015-03-31$4,823,567
Total non interest bearing cash at beginning of year2015-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-28,379,375
Value of net assets at end of year (total assets less liabilities)2015-03-31$326,283,049
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$354,662,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$63,333,213
Assets. partnership/joint venture interests at beginning of year2015-03-31$60,454,502
Investment advisory and management fees2015-03-31$1,106,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$70,134,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$88,728,927
Interest earned on other investments2015-03-31$0
Value of interest in common/collective trusts at end of year2015-03-31$86,955,557
Value of interest in common/collective trusts at beginning of year2015-03-31$100,406,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$597,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$4,099,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$4,099,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-03-31$15,531,420
Assets. Value of investments in 103.12 investment entities at beginning of year2015-03-31$22,367,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$3,074,686
Net investment gain or loss from common/collective trusts2015-03-31$6,923,214
Net gain/loss from 103.12 investment entities2015-03-31$-6,835,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$12,516,310
Employer contributions (assets) at end of year2015-03-31$5,160,106
Employer contributions (assets) at beginning of year2015-03-31$2,479,075
Income. Dividends from preferred stock2015-03-31$6,549
Income. Dividends from common stock2015-03-31$728,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$49,926,363
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$33,750,220
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$37,899,979
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$41,332,319
Aggregate carrying amount (costs) on sale of assets2015-03-31$43,179,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31MARKS PANETH LLP
Accountancy firm EIN2015-03-31113518842
2014 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$2,994,356
Total unrealized appreciation/depreciation of assets2014-03-31$2,994,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$865,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$859,755
Total income from all sources (including contributions)2014-03-31$37,235,302
Total loss/gain on sale of assets2014-03-31$3,804,812
Total of all expenses incurred2014-03-31$29,703,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$26,409,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$10,265,217
Value of total assets at end of year2014-03-31$355,528,243
Value of total assets at beginning of year2014-03-31$347,990,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$3,293,944
Total interest from all sources2014-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$4,215,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$2,696,620
Administrative expenses professional fees incurred2014-03-31$859,394
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-03-31$259,861
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-03-31$70,285
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$37,550,629
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$42,519,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$1,281,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$313,969
Other income not declared elsewhere2014-03-31$30,047
Administrative expenses (other) incurred2014-03-31$1,400,698
Liabilities. Value of operating payables at end of year2014-03-31$865,819
Liabilities. Value of operating payables at beginning of year2014-03-31$859,755
Total non interest bearing cash at end of year2014-03-31$0
Total non interest bearing cash at beginning of year2014-03-31$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$7,532,021
Value of net assets at end of year (total assets less liabilities)2014-03-31$354,662,424
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$347,130,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$60,454,502
Assets. partnership/joint venture interests at beginning of year2014-03-31$18,126,653
Investment advisory and management fees2014-03-31$1,033,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$88,728,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$146,308,998
Value of interest in common/collective trusts at end of year2014-03-31$100,406,314
Value of interest in common/collective trusts at beginning of year2014-03-31$75,939,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$4,099,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,513,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,513,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-03-31$22,367,376
Assets. Value of investments in 103.12 investment entities at beginning of year2014-03-31$19,734,150
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$-67,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$-567,418
Net investment gain or loss from common/collective trusts2014-03-31$16,492,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$10,265,217
Employer contributions (assets) at end of year2014-03-31$2,479,075
Employer contributions (assets) at beginning of year2014-03-31$3,460,414
Income. Dividends from preferred stock2014-03-31$0
Income. Dividends from common stock2014-03-31$1,518,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$26,477,334
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$37,899,979
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$40,003,239
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$57,450,990
Aggregate carrying amount (costs) on sale of assets2014-03-31$53,646,178
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31MARKS PANETH LLP
Accountancy firm EIN2014-03-31113518842
2013 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$12,818,782
Total unrealized appreciation/depreciation of assets2013-03-31$12,818,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$859,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$758,737
Total income from all sources (including contributions)2013-03-31$44,343,350
Total loss/gain on sale of assets2013-03-31$-220,017
Total of all expenses incurred2013-03-31$29,211,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$26,117,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$10,964,550
Value of total assets at end of year2013-03-31$347,990,158
Value of total assets at beginning of year2013-03-31$332,757,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$3,094,266
Total interest from all sources2013-03-31$1,140
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$5,521,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$4,331,991
Administrative expenses professional fees incurred2013-03-31$752,914
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-03-31$70,285
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-03-31$0
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$42,519,617
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$36,068,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$313,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$336,495
Other income not declared elsewhere2013-03-31$13,766
Administrative expenses (other) incurred2013-03-31$1,300,506
Liabilities. Value of operating payables at end of year2013-03-31$859,755
Liabilities. Value of operating payables at beginning of year2013-03-31$758,737
Total non interest bearing cash at end of year2013-03-31$87
Total non interest bearing cash at beginning of year2013-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$15,131,590
Value of net assets at end of year (total assets less liabilities)2013-03-31$347,130,403
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$331,998,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Assets. partnership/joint venture interests at end of year2013-03-31$18,126,653
Assets. partnership/joint venture interests at beginning of year2013-03-31$7,030,531
Investment advisory and management fees2013-03-31$1,040,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$146,308,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$140,883,732
Value of interest in common/collective trusts at end of year2013-03-31$75,939,493
Value of interest in common/collective trusts at beginning of year2013-03-31$111,148,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,513,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$904,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$904,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$1,140
Assets. Value of investments in 103.12 investment entities at end of year2013-03-31$19,734,150
Assets. Value of investments in 103.12 investment entities at beginning of year2013-03-31$19,786,990
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$-75,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$5,952,589
Net investment gain or loss from common/collective trusts2013-03-31$9,290,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$10,964,550
Employer contributions (assets) at end of year2013-03-31$3,460,414
Employer contributions (assets) at beginning of year2013-03-31$4,700,000
Income. Dividends from common stock2013-03-31$1,189,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$26,192,982
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$40,003,239
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$11,897,747
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$20,955,740
Aggregate carrying amount (costs) on sale of assets2013-03-31$21,175,757
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31MARKS PANETH LLP
Accountancy firm EIN2013-03-31113518842
2012 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$1,476,010
Total unrealized appreciation/depreciation of assets2012-03-31$1,476,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$758,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$641,033
Total income from all sources (including contributions)2012-03-31$12,892,500
Total loss/gain on sale of assets2012-03-31$-1,671,275
Total of all expenses incurred2012-03-31$27,669,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$25,454,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$4,700,000
Value of total assets at end of year2012-03-31$332,757,550
Value of total assets at beginning of year2012-03-31$347,417,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$2,215,808
Total interest from all sources2012-03-31$1,642
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$509,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$498,065
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$36,068,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$336,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$399,016
Other income not declared elsewhere2012-03-31$-16,522
Administrative expenses (other) incurred2012-03-31$854,001
Liabilities. Value of operating payables at end of year2012-03-31$758,737
Liabilities. Value of operating payables at beginning of year2012-03-31$641,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-14,777,439
Value of net assets at end of year (total assets less liabilities)2012-03-31$331,998,813
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$346,776,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Assets. partnership/joint venture interests at end of year2012-03-31$7,030,531
Investment advisory and management fees2012-03-31$863,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$140,883,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$149,947,794
Value of interest in common/collective trusts at end of year2012-03-31$111,148,718
Value of interest in common/collective trusts at beginning of year2012-03-31$176,346,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$904,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$2,466,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$2,466,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$1,642
Assets. Value of investments in 103.12 investment entities at end of year2012-03-31$19,786,990
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$-81,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$2,090,981
Net investment gain or loss from common/collective trusts2012-03-31$5,802,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$4,700,000
Employer contributions (assets) at end of year2012-03-31$4,700,000
Employer contributions (assets) at beginning of year2012-03-31$4,425,000
Income. Dividends from common stock2012-03-31$509,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$25,535,495
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$11,897,747
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$13,832,756
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$9,102,915
Aggregate carrying amount (costs) on sale of assets2012-03-31$10,774,190
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31MARKS PANETH & SHRON LLP
Accountancy firm EIN2012-03-31113518842
2011 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$445,089
Total unrealized appreciation/depreciation of assets2011-03-31$445,089
Total transfer of assets from this plan2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$641,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$512,535
Total income from all sources (including contributions)2011-03-31$54,480,332
Total loss/gain on sale of assets2011-03-31$1,331,649
Total of all expenses incurred2011-03-31$26,424,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$24,379,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$12,900,000
Value of total assets at end of year2011-03-31$347,417,285
Value of total assets at beginning of year2011-03-31$319,233,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$2,045,704
Total interest from all sources2011-03-31$1,836
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$7,519,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$7,069,056
Administrative expenses professional fees incurred2011-03-31$385,120
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$399,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$2,278,340
Other income not declared elsewhere2011-03-31$-203,707
Administrative expenses (other) incurred2011-03-31$829,541
Liabilities. Value of operating payables at end of year2011-03-31$641,033
Liabilities. Value of operating payables at beginning of year2011-03-31$512,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$28,055,604
Value of net assets at end of year (total assets less liabilities)2011-03-31$346,776,252
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$318,720,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$831,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$149,947,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$144,846,158
Value of interest in common/collective trusts at end of year2011-03-31$176,346,080
Value of interest in common/collective trusts at beginning of year2011-03-31$139,001,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$2,466,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$1,018,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$1,018,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$1,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$7,784,092
Net investment gain or loss from common/collective trusts2011-03-31$24,701,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$12,900,000
Employer contributions (assets) at end of year2011-03-31$4,425,000
Income. Dividends from common stock2011-03-31$450,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$24,379,024
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$13,832,756
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$32,088,274
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$33,905,311
Aggregate carrying amount (costs) on sale of assets2011-03-31$32,573,662
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31MARKS PANETH & SHRON LLP
Accountancy firm EIN2011-03-31113518842
2010 : BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.)

2022: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedYes
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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