Major League Baseball Pension Plan For Non-Uniformed Personnel — Form 5500 plan (Athletics Investment Group, LLC)
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 Athletics Investment Group, LLC under EIN 94-3232189 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $67,284,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athletics Investment Group, LLC
- EIN
- 94-3232189
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $67,284,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241014123135NAL0013283827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,284,078
- Total liabilities (EOY)
- $1,095
- Net assets (EOY)
- $67,282,983
- Net assets (BOY)
- $61,717,622
Income & contributions
- Employer contributions
- $900,000
- Total contributions
- $900,000
- Total income / additions
- $8,143,966
Expenses & distributions
- Benefits paid
- $2,110,073
- Administrative expenses
- $468,532
- Total expenses
- $2,578,605
- Net increase / (decrease)
- $5,565,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investments Management Corp | NONE | $59,511 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $35,800 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $24,708 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $9,099 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athletics Investment Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Sei Investments Management Corp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation