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Retirement plan

MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN

PENSION COMMITTEE OF THE MLB PLAYERS BENEFIT PLANEIN 51-0185287Plan #001PY 2017
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911 RIDGEBROOK ROAD - SPARKS, MD 21152410-683-6500
Other plans on this EIN
1 filing
#002Retirement-$614.5M assets
Prospect flagsHigh retiree %Low returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(410) 683-6500
How to read this page

Summary metrics

Total assets (EOY)
$3197.2M
-4.6% from 2017
Total participants
8,557
-2.8% from 2017
Average account balance
$0
No prior year
Annual return
5.55%
-5.26 pp from 2017

Benchmarks

See 1,145 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants1,000-4,999
Cohort1,145 peers
Snapshot2017
Participant deferral / active EE
$0
median $22
Employer contribution / active EE
$90,038
median $8,997
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
5.55%
median 13.18%
Overall peer rank
43rd 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 27 by compensation
ProviderService typeCompensation
BARON CAPITAL1 year
Service code 28 ยท EIN 13-3122938
Investment Management
$1,478,649
GAMCO ASSET MANAGEMENT1 year
Service code 28 ยท EIN 13-4044521
Investment Management
$1,428,061
ACADIAN1 year
Service code 28 ยท EIN 04-2929221
Investment Management
$1,096,546
STATE STREET BANK1 year
Service code 19 ยท EIN 13-6058836
Securities Custodian
$861,271
LSV1 year
Service code 28 ยท EIN 23-2772200
Investment Management
$836,484
MONTAG & CALDWELL2+ years
Service code 28 ยท EIN 26-3165863
Investment Management
$683,489
EPOCH1 year
Service code 28 ยท EIN 20-1003862
Investment Management
$630,021
WALTER SCOTT1 year
Service code 28 ยท EIN 76-6192146
Investment Management
$588,919
ASSOCIATED ADMINISTRATORS1 year
Service code 10 ยท EIN 65-1205077
Accounting
$453,719
PIMCO2+ years
Service code 28 ยท EIN 33-0629048
Investment Management
$415,151

Enrolled actuary

1 attachment
MB

THOMAS C. CLIFFEL, FSA

HORIZON ACTUARIAL SERVICES, LLC
Enrollment #1706012
5005 ROCKSIDE ROAD
SUITE 600
INDEPENDENCE, OH 44131
(678) 317-4162
Signed 2017-12-13

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
$12.1M
$7592 / participant
  • Investment mgmt$9M75.2%
  • Contract admin$1M11.1%
  • Other / not subdivided$2M13.6%
% of EOY assets
0.378%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
WITHUMSMITH AND BROWN P.C.
Auditor EIN
222027092
Audit fees
(not subdivided)
Opinion code
Unqualified