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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 2023
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200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202800-638-3186
Other plans on this EIN
1 filing
#003Retirement-$4.9M assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
SAM MCCULLUM
Signed 01/07/2024
(800) 638-3186
Plan administrator signer
KATHERINE BLACKBURN
Signed 01/03/2024
How to read this page

Summary metrics

Total assets (EOY)
$3673.1M
-15.3% from 2017
Total participants
15,122
-2.1% from 2017
Average account balance
$0
No prior year
Annual return
3.15%
-18.63 pp from 2017

Benchmarks

See 831 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort831 peers
Snapshot2023
Participant deferral / active EE
$0
median $102
Employer contribution / active EE
$156,319
median $8,821
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $13,363
Admin fee / account holder
$0
median $125
Annual return
3.15%
median 9.05%
Overall peer rank
42nd 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 GROUP, CHARTERED2 years
Service code 29 · EIN 52-1219029
Legal
$5,579,922
AON CONSULTING, INC.1 year
Service code 11 · EIN 22-2232264
Actuarial
$1,555,229
NEPC, LLC8+ years
Service code 27 · EIN 26-1429809
Advisory (Plan)
$1,359,551
NEUMEIER POMA INVESTMENT COUNSEL8+ years
Service code 28 · EIN 77-0444891
Investment Management
$944,533
J.P. MORGAN INVESTMENT MANAGEMENT8+ years
Service code 28 · EIN 13-3200244
Investment Management
$832,538
SILCHESTER INTERNATIONAL INVESTORS2 years
Service code 28 · EIN 45-3056700
Investment Management
$734,300
VITECH SYSTEMS SUB, LLC2 years
Service code 49 · EIN 13-3785492
Other Services
$654,262
BLACKROCK INSTITUTIONAL TRUST COMP.5 years
Service code 21 · EIN 94-3112180
Bank Trustee
$584,411
RIGGS COUNSELMAN MICHAELS & DOWNES7 years
Service code 22 · EIN 52-0555835
Insurance Broker
$581,921
RDA COMPANY, LLC2 years
Service code 49 · EIN 51-0307421
Other Services
$533,081

Enrolled actuary

1 attachment
MB

CHRISTOPHER E. FLOHR

AON CONSULTING, INC.
Enrollment #2306359
111 SOUTH CALVERT STREET
SUITE 2010
BALTIMORE, MD 21202
(410) 547-2888
Signed 2023-10-26

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
$24.7M
$9928 / participant
  • Investment mgmt$16M63.7%
  • Other / not subdivided$9M36.3%
% of EOY assets
0.671%
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