Major League Baseball Players Pension Plan
Sponsored by Pension Committee Of Mlb Players Benefit Plan · EIN 510185287 · Plan #001
- Total assets
- $4.8B
- Net assets
- $4.7B
- Active participants
- 1,098
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lsv Asset Management CRD 109918 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baron Capital | Investment management, Investment management fees (direct) | $1,254,139 |
| Lsv Asset Management | Investment management, Investment management fees (direct) | $1,122,983 |
| Jp Morgan Investment Management Inc | Investment advisory (plan), Investment management, Direct payment from the plan | $1,107,298 |
| Bny Mellon | Investment management, Investment management fees (direct), Investment management fees (indirect) | $1,081,508 |
| William Blair | Investment management, Investment management fees (direct), Soft dollars commissions | $909,081 |
| Associated Administrators Llc | Accounting, Claims processing, Contract administrator | $773,547 |
| State Street Bank And Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $745,047 |
| Pacific Investment Management Co | Investment management, Investment management fees (direct), Investment management fees (indirect) | $706,947 |
| Bredhoff & Kaiser | Legal, Direct payment from the plan | $358,694 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan), Direct payment from the plan | $356,685 |
| Polen Capital Management Llc | Investment management, Investment management fees (direct) | $306,381 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $295,700 |
| Horizon Actuarial Services Llc | Actuarial, Direct payment from the plan | $282,945 |
| Western Asset Management Co | Investment management, Investment management fees (direct) | $261,247 |
| Morgan Lewis & Bockius Llp | Legal, Direct payment from the plan | $199,059 |
| Blackrock Institutional | Trustee (institutional), Trustee (discretionary), Investment management | $131,031 |
| State Street Global Advisors | Investment management, Investment management fees (direct), Soft dollars commissions | $102,102 |
| Schaefer Printing Company | Other services, Direct payment from the plan | $11,805 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |