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Sponsor portfolioTH

BOSTON RED SOX BASEBALL CLUB LIMITED PARTNERSHIP

EIN 04-2642695-sports-Latest filing 2025
Plans
4
Retirement
3
$166.4M assets
Welfare
1
$427K premiums
Participants
2,499
4 JERSEY STREET - BOSTON, MA 022153496617-226-6000LinkedIn1001-5000 employeessports
Plans on this EIN
4 filings
#005401k-$108.2M - 1,387 part#003TraditionalDB-$54.0M - 550 part#004401k-$4.2M - 46 part#503Mixed-$427K - 808 lives

Retirement portfolio analytics

3 plans aggregated / $166.4M assets / 1,983 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • RETIREMENT AND Savings (#005)65%
  • FOR NON-UNIFORMED PERSONNEL (#003)32%
  • RED SOX 401(K) (#004)3%
Total $166.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY65%
  • (Not disclosed)35%
Total $166.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#005)1,387
  • FOR NON-UNIFORMED PERSONNEL (#003)550
  • RED SOX 401(K) (#004)46
Total 1,983Click row to drill in

Benefits portfolio analytics

1 plan / $427K premiums / 808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$336K
  • Long-term disability$336K
  • Other$336K
  • Vision$66K
  • Health$24K
  • Prescription drug$24K
Total $427K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HARTFORD LIFE AND ACCIDENT79%
  • EYEMED VISION CARE16%
  • BLUE CROSS OF CALIFORNIA6%
Total $427K3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • CROSS INSURANCE77%
  • CROSS BENEFIT SOLUTIONS17%
  • TGA CROSS INSURANCE6%
Total $20K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

BOSTON RED SOX RETIREMENT AND SAVINGS PLAN

401k

Assets$108.2M
Participants1,387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MAJOR LEAGUE BASEBALL PENSION PLAN FOR NON-UNIFORMED PERSONNEL

TraditionalDB

Assets$54.0M
Participants550
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BOSTON RED SOX 401(K) PLAN

401k

Assets$4.2M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BOSTON RED SOX BASEBALL CLUB EMPLOYEE WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$427K
Covered lives808
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
005BOSTON RED SOX RETIREMENT AND SAVINGS PLAN401k$108.2M1,3872024
003MAJOR LEAGUE BASEBALL PENSION PLAN FOR NON-UNIFORMED PERSONNELTraditionalDB$54.0M5502024
004BOSTON RED SOX 401(K) PLAN401k$4.2M462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BOSTON RED SOX BASEBALL CLUB EMPLOYEE WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$427K8082025
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