2023 Form 5500 filing — Major League Baseball Pension Plan For Non-Uniformed Personnel
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014123550NAL0026153729001) for Major League Baseball Pension Plan For Non-Uniformed Personnel, reported by The Phillies under EIN 23-2186951 and plan number 002. It reports 1,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123550NAL0026153729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Phillies
- EIN
- 23-2186951
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 1,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,709,367
- Total liabilities (EOY)
- $5,793
- Net assets (EOY)
- $137,703,574
- Employer contributions
- $6,500,000
- Total income / additions
- $21,876,025
- Benefits paid
- $8,845,261
- Administrative expenses
- $716,901
- Total expenses
- $9,562,162
- Net increase / (decrease)
- $12,313,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $83,876 | not reported in the loaded dataset |
| Sei Investments Management Corp | NONE | $44,996 | $0 |
| Grant Thornton Llp | NONE | $24,708 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $15,914 | $0 |
| Morgan, Lewis & Bockius Llp | NONE | $6,567 | not reported in the loaded dataset |