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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 2025
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200 ST. PAUL STREET, SUITE 2420 - BALTIMORE, MD 21202800-638-3186
Other plans on this EIN
1 filing
#003Retirement-$5.1M assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
SAM MCCULLUM
Signed 12/31/2025
(800) 638-3186
Plan administrator signer
KATHERINE BLACKBURN
Signed 12/30/2025
How to read this page

Summary metrics

Total assets (EOY)
$4001.3M
-15.3% from 2017
Total participants
15,591
-2.1% from 2017
Average account balance
$0
No prior year
Annual return
3.82%
-18.63 pp from 2017

Benchmarks

See 122 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort122 peers
Snapshot2025
Participant deferral / active EE
$0
median $37
Employer contribution / active EE
$97,090
median $13,442
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
3.82%
median 8.32%
Overall peer rank
48th 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, CHARTERED4 years
Service code 29 · EIN 52-1219029
Legal
$4,179,807
AON CONSULTING, INC.3 years
Service code 11 · EIN 22-2232264
Actuarial
$1,770,472
NEPC, LLC10+ years
Service code 27 · EIN 26-1429809
Advisory (Plan)
$1,577,438
VITECH SYSTEMS SUB, LLC4 years
Service code 49 · EIN 13-3785492
Other Services
$989,198
NEUMEIER POMA INVESTMENT COUNSEL10+ years
Service code 28 · EIN 77-0444891
Investment Management
$820,906
SILCHESTER INTERNATIONAL INVESTORS4 years
Service code 28 · EIN 45-3056700
Investment Management
$817,694
RDA COMPANY, LLC4 years
Service code 49 · EIN 51-0307421
Other Services
$746,887
J.P. MORGAN INVESTMENT MANAGEMENT10+ years
Service code 27 · EIN 13-3200244
Advisory (Plan)
$632,271
RIGGS COUNSELMAN MICHAELS & DOWNES9 years
Service code 22 · EIN 52-0555835
Insurance Broker
$606,363
LINEA SOLUTIONS, INC.2 years
Service code 49 · EIN 95-4723968
Other Services
$589,996

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 2025-11-05

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
$31.4M
$12478 / participant
  • Recordkeeping$64K0.2%
  • Trustee / custodial$429K1.4%
  • Investment mgmt$22M70.3%
  • Legal$2M5.6%
  • Actuarial$2M5.6%
  • Other / not subdivided$5M16.9%
% of EOY assets
0.785%
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
$59,351
Opinion code
Unqualified