Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE PHILLIES
EIN 23-2186951Latest filing 2025
Plans
3
Retirement
2
$229.5M assets
Welfare
1
$7.3M premiums
Participants
2,233
CITIZENS BANK PARK, ONE CITIZENS BANK WAY - PHILADELPHIA, PA 19148267-570-2274philadelphia.phillies.mlb.comLinkedIn201-500 employees
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $229.5M assets / 1,680 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.3M premiums / 918 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$6.9M
- Health$6.8M
- Vision$333K
- Life$229K
- Long-term disability$229K
- Other$229K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- HARTFORD LIFE AND ACCIDENT3%
- FOUR EVER LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
95%top
- NFP INSURANCE SERVICES INC95%
- CHARON PLANNING CORPORATION5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MAJOR LEAGUE BASEBALL PENSION PLAN FOR NON-UNIFORMED PERSONNEL
TraditionalDB
Assets$147.4M
Participants1,095
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE PHILLIES 401(K) INCENTIVE SAVINGS PLAN
401k
Assets$82.1M
Participants585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE PHILLIES GROUP HEALTH AND WELFARE PLAN
Mixed - INDEPENDENCE BLUE CROSS
Premiums$7.3M
Covered lives918
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAJOR LEAGUE BASEBALL PENSION PLAN FOR NON-UNIFORMED PERSONNEL | TraditionalDB | $147.4M | 1,095 | 2024 | |
| 004 | THE PHILLIES 401(K) INCENTIVE SAVINGS PLAN | 401k | $82.1M | 585 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE PHILLIES GROUP HEALTH AND WELFARE PLAN | Mixed | INDEPENDENCE BLUE CROSS | $7.3M | 918 | 2025 |
Retirement plans
Welfare plans