Tampa Bay Rays 401k Plan — Form 5500 plan (Tampa Bay Rays Baseball Ltd.)
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, Tampa Bay Rays 401k Plan is a benefit plan reported by Tampa Bay Rays Baseball Ltd. under EIN 59-3300424 and plan number 002. The latest loaded filing year is 2023. The filing reports 583 participants and $50,522,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tampa Bay Rays Baseball Ltd.
- EIN
- 59-3300424
- Plan number
- 002
- Plan type
- 2
- Location
- St. Petersburg, FL
- Latest filing year
- 2023
- Participants
- 583
- End-of-year plan assets
- $50,522,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20241114121732NAL0030346272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,522,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,522,961
- Net assets (BOY)
- $39,829,878
Income & contributions
- Employer contributions
- $2,810,876
- Participant contributions
- $3,614,293
- Total contributions
- $7,105,260
- Total income / additions
- $13,652,670
Expenses & distributions
- Benefits paid
- $2,881,632
- Administrative expenses
- $84,162
- Total expenses
- $2,959,587
- Net increase / (decrease)
- $10,693,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | NONE | $47,862 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $36,126 | $0 | 2023 |