2023 Form 5500 filing — Tampa Bay Rays 401k Plan

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 20241114121732NAL0030346272001) for Tampa Bay Rays 401k Plan, reported by Tampa Bay Rays Baseball Ltd. under EIN 59-3300424 and plan number 002. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241114121732NAL0030346272001
Filing year
2023
Form type
2
Plan sponsor
Tampa Bay Rays Baseball Ltd.
EIN
59-3300424
Plan number
002
Location
St. Petersburg, FL
Participants
583
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$50,522,961
Total liabilities (EOY)
$0
Net assets (EOY)
$50,522,961
Employer contributions
$2,810,876
Participant contributions
$3,614,293
Total income / additions
$13,652,670
Benefits paid
$2,881,632
Administrative expenses
$84,162
Total expenses
$2,959,587
Net increase / (decrease)
$10,693,083
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sageview Advisory Group, LLCNONE$47,862not reported in the loaded dataset
Prudential Retirement Insurance AndNONE$36,126$0

Related Form 5500 pages