Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| MEMBERS/STOCKHOLDERS WHO CAN ELECT GOVERNING BOARD MEMBERS | FORM 990, PART VI, SECTION A, LINE 7A ACCORDING TO THE TRUST AGREEMENT, THE COMPANY (AMERICAN AIRLINES GROUP, INC.) HAS AUTHORITY TO TERMINATE THE TRUST AND THUS REVOKE TRUSTEE STATUS OF STATE STREET BANK AND TRUST COMPANY, THE SOLE GOVERNING MEMBER. |
| TRUSTEE'S ADDRESS | FORM 990, PART VI, SECTION A, LINE 9 THE TRUSTEE IS STATE STREET BANK AND TRUST COMPANY, 1200 CROWN COLONY DRIVE, QUINCY, MA 02169. |
| REVIEW OF FORM 990 BY THE GOVERNING BODY | FROM 990, PART VI, SECTION B, LINE 11B No review of the 990 will be performed prior to filing. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. A COPY OF THE FORM 990 IS AVAILABLE UPON REQUEST. |
| AVERAGE HOURS PER WEEK DEVOTED TO POSITION | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) AS TRUSTEE, STATE STREET BANK & TRUST CO. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR AMERICAN AIRLINES INC., HEALTH BENEFITS TRUST FOR UNION EMPLOYEES. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE STATE STREET BANK & TRUST CO. AGREEMENT WITH AMERICAN AIRLINES, INC. (THE PLAN SPONSOR). |
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