PlanOptica
Retirement plan

BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN

RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANEIN 13-6043636Plan #001PY 2024
Sign in to saveView 5500 PDF
200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202800-638-3186
Other plans on this EIN
1 filing
#003Retirement-$5.3M assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
SAM MCCULLUM
Signed 12/23/2024
(800) 638-3186
Plan administrator signer
KATHERINE BLACKBURN
Signed 12/24/2024
How to read this page

Summary metrics

Total assets (EOY)
$3855.9M
-15.3% from 2017
Total participants
15,346
-2.1% from 2017
Average account balance
$0
No prior year
Annual return
4.62%
-18.63 pp from 2017

Benchmarks

See 782 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort782 peers
Snapshot2024
Participant deferral / active EE
$0
median $197
Employer contribution / active EE
$103,385
median $9,844
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
4.62%
median 7.40%
Overall peer rank
53rd 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, CHARTERED3 years
Service code 29 ยท EIN 52-1219029
Legal
$5,013,591
NEPC, LLC9+ years
Service code 27 ยท EIN 26-1429809
Advisory (Plan)
$1,477,652
AON CONSULTING, INC.2 years
Service code 11 ยท EIN 22-2232264
Actuarial
$1,341,571
NEUMEIER POMA INVESTMENT COUNSEL9+ years
Service code 28 ยท EIN 77-0444891
Investment Management
$949,900
VITECH SYSTEMS SUB, LLC3 years
Service code 49 ยท EIN 13-3785492
Other Services
$804,199
SILCHESTER INTERNATIONAL INVESTORS3 years
Service code 28 ยท EIN 45-3056700
Investment Management
$741,924
J.P. MORGAN INVESTMENT MANAGEMENT9+ years
Service code 27 ยท EIN 13-3200244
Advisory (Plan)
$700,486
RIGGS COUNSELMAN MICHAELS & DOWNES8 years
Service code 22 ยท EIN 52-0555835
Insurance Broker
$633,841
CAREFIRST BLUECROSS BLUESHIELD4 years
Service code 49
10455 MILL RUN CIRCLE ยท OWINGS MILLS, MD 211175559
Other Services
$561,050
RDA COMPANY, LLC3 years
Service code 49 ยท EIN 51-0307421
Other Services
$534,840

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 2024-11-06

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

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
$30.3M
$12303 / participant
  • Recordkeeping$85K0.3%
  • Trustee / custodial$415K1.4%
  • Investment mgmt$22M71.5%
  • Legal$3M8.4%
  • Actuarial$1M4.4%
  • Other / not subdivided$4M14.1%
% of EOY assets
0.786%
all-in expense ratio
Categories reported
5 / 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
$58,115
Opinion code
Unqualified