Retirement plan
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANEIN 13-6043636Plan #001PY 2022
200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202800-638-3186
Other plans on this EIN
1 filingProspect flagsHigh retiree %
Filing contacts
From the Form 5500, federal recordPlan administrator signer
KATHERINE BLACKBURN
Signed 01/16/2023
Summary metrics
Total assets (EOY)
$3414.9M
-15.3% from 2017
Total participants
14,963
-2.1% from 2017
Average account balance
$0
No prior year
Annual return
9.49%
-18.63 pp from 2017
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort875 peers
Snapshot2022
0
Participant deferral / active EE
$0
median $89
66
Employer contribution / active EE
$109,911
median $9,495
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $2,456,633
0
Admin fee / account holder
$0
median $14,884
97
Annual return
9.49%
median -14.80%
Overall peer rank
82of 100
82nd 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
| Provider | Service type | Compensation |
|---|---|---|
Service code 29 ยท EIN 52-1219029 | Legal | $6,688,279 |
GEORGIAN PARTNERS2 years Service code 28 | Investment Management | $1,920,574 |
AON6 years Service code 11 ยท EIN 22-2232264 | Actuarial | $1,488,309 |
NEPC, LLC7+ years Service code 27 ยท EIN 26-1429809 | Advisory (Plan) | $1,386,019 |
NEUMEIER POMA INVESTMENT COUNSEL7+ years Service code 28 ยท EIN 77-0444891 | Investment Management | $1,118,778 |
Service code 28 ยท EIN 45-3056700 | Investment Management | $818,992 |
VITECH SYSTEMS SUB, LLC1 year Service code 49 ยท EIN 13-3785492 | Other Services | $815,618 |
Service code 28 ยท EIN 13-3200244 | Investment Management | $782,437 |
Service code 21 ยท EIN 94-3112180 | Bank Trustee | $724,315 |
ARTISAN PARTNERS, L.P.4 years Service code 28 ยท EIN 30-0551775 | Investment Management | $588,019 |
Enrolled actuary
1 attachment
MB
CHRISTOPHER E. FLOHR
AON CONSULTING, INC.
Enrollment #2006359
111 SOUTH CALVERT STREET
SUITE 2010
BALTIMORE, MD 21202
(410) 547-2888
Signed 2022-11-21
Plan features & details
Pension benefit codes1B
Plan features
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
Opportunity flags
1 tripped
- 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
$48.3M
$18669 / participant
- Investment mgmt$39M81.2%
- Other / not subdivided$9M18.8%
% of EOY assets
1.414%
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
- MITCHELL & TITUS, LLP
- Auditor EIN
- 132781641
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified