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 20241014123135NAL0013283827001) for Major League Baseball Pension Plan For Non-Uniformed Personnel, reported by Athletics Investment Group, LLC under EIN 94-3232189 and plan number 001. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014123135NAL0013283827001
Filing year
2023
Form type
2
Plan sponsor
Athletics Investment Group, LLC
EIN
94-3232189
Plan number
001
Location
Oakland, CA
Participants
522
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$67,284,078
Total liabilities (EOY)
$1,095
Net assets (EOY)
$67,282,983
Employer contributions
$900,000
Total income / additions
$8,143,966
Benefits paid
$2,110,073
Administrative expenses
$468,532
Total expenses
$2,578,605
Net increase / (decrease)
$5,565,361
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sei Investments Management CorpNONE$59,511$0
Willis Towers Watson Us LLCNONE$35,800not reported in the loaded dataset
Grant Thornton LlpNONE$24,708not reported in the loaded dataset
U.S. Bank National AssociationNONE$9,099$0

Related Form 5500 pages