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Sponsor portfolio

ATHLETICS INVESTMENT GROUP, LLC

EIN 94-3232189-Latest filing 2025
Plans
3
Retirement
2
$109.3M assets
Welfare
1
$825K premiums
Participants
1,994
400 BALLPARK DRIVE - WEST SACRAMENTO, CA 95691510-746-4424
Plans on this EIN
3 filings
#001TraditionalDB-$69.2M - 520 part#002401k-$40.1M - 1,236 part#504Fully Insured-$825K - 232 lives

Retirement portfolio analytics

2 plans aggregated / $109.3M assets / 1,756 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • FOR NON-UNIFORMED PERSONNEL (#001)63%
  • INVESTMENT GROUP 401(K) (#002)37%
Total $109.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • CHARLES SCHWAB & CO., INC.37%
Total $109.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTMENT GROUP 401(K) (#002)1,236
  • FOR NON-UNIFORMED PERSONNEL (#001)520
Total 1,756Click row to drill in

Benefits portfolio analytics

1 plan / $825K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$367K
  • Prescription drug$367K
  • Dental$270K
  • Life$159K
  • Other$159K
  • Short-term disability$126K
  • +2 more
Total $825K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • STARMOUNT LIFE INSURANCE COMPANY33%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • VISION SERVICE PLAN4%
Total $825K4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • EDGEWOOD PARTNERS INSURANCE CENTER77%
  • PROFESSIONAL GROUP PLANS INC23%
Total $93K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MAJOR LEAGUE BASEBALL PENSION PLAN FOR NON-UNIFORMED PERSONNEL

TraditionalDB

Assets$69.2M
Participants520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ATHLETICS INVESTMENT GROUP 401(K) PLAN

401k

Assets$40.1M
Participants1,236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ATHLETICS INVESTMENT GROUP, LLC HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$825K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MAJOR LEAGUE BASEBALL PENSION PLAN FOR NON-UNIFORMED PERSONNELTraditionalDB$69.2M5202024
002ATHLETICS INVESTMENT GROUP 401(K) PLAN401k$40.1M1,2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ATHLETICS INVESTMENT GROUP, LLC HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$825K2322025
Retirement plans
Welfare plans
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