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Retirement plan

BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN

RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANEIN 13-6043636Plan #001PY 2019
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200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202800-638-3186
Other plans on this EIN
1 filing
#003Retirement-$2.6M assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
SAM MCCULLUM
Signed 01/01/2020
(800) 638-3186
Plan administrator signer
STEVE UNDERWOOD
Signed 01/07/2020
How to read this page

Summary metrics

Total assets (EOY)
$2545.2M
-15.3% from 2017
Total participants
13,418
-2.1% from 2017
Average account balance
$0
No prior year
Annual return
0.75%
-18.63 pp from 2017

Benchmarks

See 1,029 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort1,029 peers
Snapshot2019
Participant deferral / active EE
$0
median $102
Employer contribution / active EE
$67,680
median $9,206
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $341,093,897
Admin fee / account holder
$0
median $1,551,325
Annual return
0.75%
median 17.22%
Overall peer rank
38th percentileavg across 6 metrics

Analytics

2016 - 2025
Total assets (EOY)
Plan-year ending balance
$4.00B
Average account balance
Total assets / participants with a balance (line 6g)
$257K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
13,074
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$244.38M
Contributions per participant
Average employer and participant contribution per enrolled participant
$97K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+3.82%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 50 by compensation
ProviderService typeCompensation
GROOM LAW GROUP4+ years
Service code 29 · EIN 52-1219029
Legal
$4,220,329
NEPC, LLC4+ years
Service code 27 · EIN 26-1429809
Advisory (Plan)
$1,151,029
AON3 years
Service code 11 · EIN 22-2232264
Actuarial
$944,016
ARTISAN PARTNERS, L.P.1 year
Service code 28 · EIN 30-0551775
Investment Management
$902,340
VITECH SYSTEMS GROUP, INC.4+ years
Service code 49 · EIN 13-3785492
Other Services
$832,372
J.P. MORGAN INVESTMENT MANAGEMENT4+ years
Service code 28 · EIN 13-3200244
Investment Management
$756,045
MTS HEALTH INVESTORS IV MANAGEMENT3 years
Service code 28 · EIN 81-2484925
Investment Management
$685,913
MELLON CAPITAL MANAGEMENT4+ years
Service code 28 · EIN 25-6078093
Investment Management
$655,244
GRANTHAM, MAYO, VAN OTTERLOO & CO.1 year
Service code 28 · EIN 04-2691242
Investment Management
$638,139
AXIOM INTERNATIONAL INVESTORS, LLC4+ years
Service code 28 · EIN 64-0963574
Investment Management
$631,725

Enrolled actuary

1 attachment
MB

CHRISTOPHER E. FLOHR

AON CONSULTING, INC.
Enrollment #1706359
500 EAST PRATT STREET
BALTIMORE, MD 21202
(410) 547-2800
Signed 2019-12-02

Plan features & details

Pension benefit codes1B
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).

Opportunity flags

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$22.4M
$9966 / participant
  • Investment mgmt$16M72.6%
  • Other / not subdivided$6M27.4%
% of EOY assets
0.880%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
ABRAMS,FOSTER,NOLE & WILLIAMS, PA
Auditor EIN
521854049
Audit fees
(not subdivided)
Opinion code
Unqualified