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Retirement plan

MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN

PENSION COMMITTEE OF THE MLB PLAYER S BENEFIT PLANEIN 51-0185287Plan #001PY 2016
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911 RIDGEBROOK ROAD - SPARKS, MD 21152410-683-6500
Other plans on this EIN
1 filing
#002Retirement-$530.9M assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(410) 683-6500
Plan administrator signer
STEPHEN D. ROGERS
Signed 01/17/2017
How to read this page

Summary metrics

Total assets (EOY)
$3049.8M
-4.6% from 2017
Total participants
8,321
-2.8% from 2017
Average account balance
$0
No prior year
Annual return
0.30%
-5.26 pp from 2017

Benchmarks

See 1,190 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort1,190 peers
Snapshot2016
Participant deferral / active EE
$0
median $5
Employer contribution / active EE
$131,829
median $8,029
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $381,942,733
Admin fee / account holder
$0
median $2,655,710
Annual return
0.30%
median 6.50%
Overall peer rank
46th percentileavg across 6 metrics

Analytics

2016 - 2025
Total assets (EOY)
Plan-year ending balance
$4.76B
Average account balance
Total assets / participants with a balance (line 6g)
$474K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
8,953
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
$142.84M
Contributions per participant
Average employer and participant contribution per enrolled participant
$130K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.11%
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 26 by compensation
ProviderService typeCompensation
BARON CAPITAL MANAGEMENT, INC.1+ years
Service code 28 · EIN 13-3122938
Investment Management
$1,477,441
LSV ASSET MANAGEMENT1+ years
Service code 28 · EIN 23-2772200
Investment Management
$1,321,810
GAMCO ASSET MANAGEMENT INC.1+ years
Service code 28 · EIN 13-4044521
Investment Management
$1,074,755
STATE STREET BANK & TRUST COMPANY1+ years
Service code 19 · EIN 04-1867445
Securities Custodian
$1,021,821
ACADIAN ASSET MANAGEMENT LLC1+ years
Service code 28 · EIN 04-2929221
Investment Management
$973,456
EPOCH INVESMENT PARTNERS, INC.1+ years
Service code 28 · EIN 20-1003862
Investment Management
$776,275
MERCER1+ years
Service code 12 · EIN 13-2834414
Claims processing; Direct payment fro...
$767,749
MONTAG & CALDWELL1+ years
Service code 28 · EIN 26-3165863
Investment Management
$609,368
BARROW HANLEY MEWHINNEY & STRAUSS1+ years
Service code 27 · EIN 75-2403190
Advisory (Plan)
$550,191
ABERDEEN ASSET MANAGEMENT INC1+ years
Service code 28 · EIN 51-0368279
Investment Management
$477,454

Enrolled actuary

1 attachment
MB

THOMAS C. CLIFFEL, FSA

HORIZON ACTUARIAL SERVICES, LLC
Enrollment #1406012
5005 ROCKSIDE ROAD
SUITE 600
INDEPENDENCE, OH 44131
(678) 317-4162
Signed 2016-12-19

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
$12.7M
$11704 / participant
  • Investment mgmt$10M74.8%
  • Contract admin$2M14.1%
  • Other / not subdivided$1M11.2%
% of EOY assets
0.418%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
BOND BEEBE
Auditor EIN
521044197
Audit fees
(not subdivided)
Opinion code
Disclaimer