Major League Baseball Pension Plan For Non-Uniformed Personnel — Form 5500 plan (The Phillies)
Plain-English plan 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, Major League Baseball Pension Plan For Non-Uniformed Personnel is a benefit plan reported by The Phillies under EIN 23-2186951 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,031 participants and $137,709,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Phillies
- EIN
- 23-2186951
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,031
- End-of-year plan assets
- $137,709,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,031 | H, C | 20241014123550NAL0026153729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,709,367
- Total liabilities (EOY)
- $5,793
- Net assets (EOY)
- $137,703,574
- Net assets (BOY)
- $125,389,711
Income & contributions
- Employer contributions
- $6,500,000
- Total contributions
- $6,500,000
- Total income / additions
- $21,876,025
Expenses & distributions
- Benefits paid
- $8,845,261
- Administrative expenses
- $716,901
- Total expenses
- $9,562,162
- Net increase / (decrease)
- $12,313,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $83,876 | not reported in the loaded dataset | 2023 |
| Sei Investments Management Corp | NONE | $44,996 | $0 | 2023 |
| Grant Thornton Llp | NONE | $24,708 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $15,914 | $0 | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $6,567 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Phillies
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Willis Towers Watson Us LLC — Schedule C compensation
- Sei Investments Management Corp — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation