New York Yankees Employee Investment Plan — Form 5500 plan (New York Yankees Partnership)
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, New York Yankees Employee Investment Plan is a benefit plan reported by New York Yankees Partnership under EIN 34-1122131 and plan number 002. The latest loaded filing year is 2023. The filing reports 741 participants and $72,691,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York Yankees Partnership
- EIN
- 34-1122131
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 741
- End-of-year plan assets
- $72,691,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 741 | H, C | 20241016165131NAL0030885777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,691,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,691,901
- Net assets (BOY)
- $57,176,418
Income & contributions
- Employer contributions
- $619,086
- Participant contributions
- $3,751,003
- Total contributions
- $4,752,001
- Total income / additions
- $18,882,501
Expenses & distributions
- Benefits paid
- $3,240,788
- Administrative expenses
- $133,030
- Total expenses
- $3,367,018
- Net increase / (decrease)
- $15,515,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pwc Us Tax Llp | NONE | $77,621 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $34,672 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $11,035 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $5,342 | $0 | 2023 |