2024-02-15T15:16:18-06:00 2023-03-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990 2022-04-01 136058836 MAJOR LEAGUE BASEBALL PLAYERS WELFARE PLAN % ASSOCIATED ADMINISTRATORS LL MAJO 4106837798 911 RIDGEBROOK ROAD SPARKS MD 21152 STEPHEN D ROGERS PAT HOULIHAN TRUSTEES 3193415160 2024-02-14 true STEPHEN D ROGERS PAT HOULIHAN 999009999 RICHARD RUVELSON P00234075 3012726000 2 2022 2023-04-26 12:10:37Z STEPHEN D ROGERSPAT HOULIHAN 911 RIDGEBROOK ROAD SPARKS MD 21152 215321926 false X N/A X 1957 NY TO PROVIDE MEDICAL AND PRESCRIPTION DRUG, DENTAL, VISION, LIFE INSURANCE, AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 4 4 0 0 0 0 0 0 88387003 98219197 1199449 -173421 1539980 5094791 91126432 103140567 0 0 84559652 78814861 19015 30832 0 0 0 5805949 6463530 90384616 85309223 741816 17831344 102987499 124679718 7700516 10668756 95286983 114010962 X SEE SCHEDULE O. false false THE ORGANIZATION FUNDS MEDICAL AND PRESCRIPTION DRUGS, DENTAL, VISION, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTCIPANTS AND THEIR DEPENDENTS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT THROUGH A MULTIEMPLOYER WELFARE PLAN. false false false false false false false false false false false false true true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 true 0 false false false false false false false false X 4 4 true false false false false true true true true false false true false false false false false false X ASSOCIATED ADMINISTRATORS LL 4106837798 911 RIDGEBROOK ROAD SPARKS MD 21152 X STATE STREET BANK TRUST TRUSTEE 1.0 0.0 X 39616 0 0 ZACK BRITTON COMMITTEE MBR (THRU 11/27/22) 1.0 2.0 X 0 0 0 RON FOWLER COMMITTEE MEMBER 1.0 2.0 X 0 0 0 IAN HAPP COMMITTEE MBR (EFF. 11/28/22) 1.0 2.0 X 0 0 0 PATRICK HOULIHAN COMMITTEE MEMBER 1.0 2.0 X 0 0 0 JAMES PAXTON COMMITTEE MBR (THRU 11/27/22) 1.0 2.0 X 0 0 0 AUSTIN SLATER COMMITTEE MBR (EFF. 11/28/22) 1.0 2.0 X 0 0 0 JASON CASTRO Alt CMTE Member(THRU 11/27/22) 1.0 2.0 X 0 0 0 GERRIT COLE Alt CMTE Member(THRU 11/27/22) 1.0 2.0 X 0 0 0 ROBERT DEAN Alternate Committee Member 1.0 2.0 X 0 0 0 LUCAS GIOLITO Alt CMTE Member(EFF. 11/28/22) 1.0 2.0 X 0 0 0 BRENT SUTER Alt CMTE Member(EFF. 11/28/22) 1.0 2.0 X 0 0 0 CHRIS CAPUANO Secondary Alt Committee Member 1.0 2.0 X 0 0 0 MIKE MYERS Secondary Alt Committee Member 1.0 2.0 X 0 0 0 JAMES POOLE Secondary Alt Committee Member 1.0 2.0 X 0 0 0 STEPHEN ROGERS Secondary Alt Committee Member 1.0 2.0 X 0 0 0 DAVID ST PETER Secondary Alt Committee Member 1.0 2.0 X 0 0 0 39616 0 0 0 false false false ASSOCIATED ADMINISTRATORS LLC 911 RIDGEBROOK ROAD SPARKS MD 21152 PLAN ADMINISTRATOR 2888392 AETNA LIFE INSURANCE COMPANY PO BOX 70944 CHICAGO IL 60673 CONTRACT ADMIN 1522735 HORIZON ACTUARIAL SERVICES LLP 8601 GEORGIA AVE 700 SILVER SPRING MD 20910 ACTUARY SERVICES 504384 BREDOFF KAISER PLLC 805 15TH STREET NW 1000 WASHINGTON DC 20005 LEGAL 446280 MORGAN LEWIS BOCKIUS LLP 1111 PENNSYLVANIA AVE NW WASHINGTON DC 20004 LEGAL 377585 7 0 CLUB CONTRIBUTIONS 525100 64300000 64300000 MEMBER EXTENDED HEALTH BENEFIT CONTRIBUTIONS 525100 33919197 33919197 98219197 1788120 1788120 0 0 0 0 0 110219818 112181359 -1961541 -1961541 -1961541 0 0 0 0 0 0 0 0 0 STOP LOSS RECOVERY 525100 5085714 5085714 LITIGATION SETTLEMENT 900099 9077 9077 5094791 103140567 103304911 0 -164344 0 0 0 78814861 30832 0 0 0 0 0 0 823865 84240 0 0 141314 5143334 0 3097 0 0 0 10109 0 0 0 0 0 10355 PRINTING AND OTHER EXPENSES 182967 PCORI FEES 16678 OTHER TAX 47571 85309223 313966 1406441 6786369 11540807 0 0 0 0 0 0 0 0 0 0 0 0 6129 8451 0 0 87872559 102364423 0 0 0 0 0 0 8008476 9359596 102987499 124679718 687629 757011 0 0 514393 4473551 0 0 0 0 0 0 0 0 0 0 6498494 5438194 7700516 10668756 X 0 0 0 0 95286983 114010962 95286983 114010962 102987499 124679718 X 17831344 40164 852471 X false true X true false OTHER RECEIVABLES 2526168 UNSETTLED SALES PROCEEDS REC. 6833428 9359596 0 PAYABLES FOR UNSETTLED PURCHASES 5438194 5438194 X 103008585 40164 40164 102968421 172146 172146 103140567 85137077 85137077 172146 172146 85309223 PART X, LINE 2 - FIN 48 FOOTNOTE - LIABILITY FOR UNCERTAIN TAX POSITIONS: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize a tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The Plan administrator has evaluated the tax positions taken and concluded that as of March 31, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements. PART III, LINE 1 - ORGANIZATION'S MISSION: TO PROVIDE MEDICAL AND PRESCRIPTION DRUG, DENTAL, VISION, LIFE INSURANCE, AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS PROVIDED THROUGH A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE MLB PLAYERS ASSOCIATION AND THE MAJOR LEAGUE BASEBALL CLUBS. PART VI,SECTION A,LINE 2 - BUSINESS RELATIONSHIPS: COMMITTEE MEMBER AUSTIN SLATER AND ALTERNATE COMMITTEE MEMBER ROBERT DEAN HAVE A BUSINESS RELATIONSHIP AS AUSTIN SLATER PLAYS FOR THE SAN FRANCISCO GIANTS AND ROBERT DEAN SERVES AS A MEMBER OF THE BOARD OF DIRECTORS FOR THE SAN FRANCISCO GIANTS. PART VI,SECTION A,LINE 7A - POWER TO APPOINT GOVERNING BODY: THE PENSION COMMITTEE UNDER THE PLAN SHALL BE COMPOSED OF TWO REPRESENTATIVES OF THE MAJOR LEAGUE BASEBALL CLUBS AND TWO ACTIVE MAJOR LEAGUE BASEBALL PLAYERS. THE METHOD OF SELECTION AND TERM OF OFFICE OF EACH MEMBER OF THE PENSION COMMITTEE SHALL BE SOLELY WITHIN THE CONTROL AND DIRECTION OF THE PARTY REPRESENTED BY SUCH MEMBERS. EACH PARTY TO THE PENSION COMMITTEE MAY AT ITS DISCRETION SELECT AN ALTERNATE MEMBER(S) TO SERVE IN THE PLACE OF THE COMMITTEE MEMBER IF FOR ANY REASON THE MEMBER IS UNABLE TO ATTEND A MEETING. PART VI,SECTION A,LINE 7B-GOVERNING DECISIONS RESERVED TO OTHERS: THE COMMITTEE MEMBERS MAY BE APPOINTED OR REPLACED AT ANY TIME BY EITHER THE MAJOR LEAGUE BASEBALL CLUBS OR MAJOR LEAGUE BASEBALL PLAYERS ASSOCIATION, AS SUCH REPRESENTATION IS SOLELY WITHIN THEIR CONTROL AND DIRECTION. PART VI,SECTION B,LINES 11B - REVIEW PROCESS OF FORM 990: THE COMPLETED FORM 990 IS REVIEWED BY THE BENEFIT PLAN ADMINISTRATION OFFICE AND THEN FORWARDED TO THE PENSION COMMMITTEE AND CO-COUNSEL FOR THE PENSION COMMITTEE'S ADDITIONAL REVIEW PRIOR TO SIGNING OF THE FORM 990 BY A MEMBER OF THE PENSION COMMITTEE. PART VI,SECTION B,LINES 12 - 14 - GOVERNANCE POLICIES: THE PLAN HAS NO FORMAL WRITTEN CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES; HOWEVER, THE PLAN FOLLOWS SUCH POLICIES AS ENACTED UNDER "ERISA" IN REGARDS TO PROHIBITED TRANSACTIONS AND FIDUCIARY PROVISIONS. THE PLAN HAS NO FORMAL WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER, ALL DOCUMENTS ARE STORED ON-SITE FOR TWO YEARS AND THEN FORWARDED TO A SECURE STORAGE FACILITY LOCATED OFF-SITE FROM THE BENEFIT PLAN ADMINISTRATION OFFICE. PART VI,SECTION C,LINE 19-DISCLOSURES AVAILABLE TO THE PUBLIC: THE PLAN DOES NOT MAKE ITS PLAN DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. ONLY MEMBERS OF THE PLAN OR THEIR AUTHORIZED REPRESENTATIVES ARE GRANTED COPIES OF THE PLAN DOCUMENTS. FINANCIAL STATEMENTS INCLUDED ON THE PLAN'S FORM 5500 FILING ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH ACCESS ON THE DEPARTMENT OF LABOR WEBSITE. PART XI LINE 9- OTHER CHANGES IN NET ASSETS: 852,471 increase to net assets due to change to financials after return filed. PENSION COMMITTEE MLB PLAYERS BENE PLAN 911 RIDGEBROOK ROAD SPARKS MD 21152 510185287 PLAN SPONSOR NY false MAJOR LEAGUE BASEBALL PLAYERS INVEST PL 911 RIDGEBROOK ROAD SPARKS MD 21152 510185287 PENSION PLAN NY 401(A) false MAJOR LEAGUE BASEBALL PLAYERS PENSION PL 911 RIDGEBROOK ROAD SPARKS MD 21152 510185287 PENSION PLAN NY 401(A) false MAJOR LEAGUE BASEBALL PLAYERS ASSOC false ANGELS BASEBALL LP ATHLETICS INVESTMENT GROUP LLC AZPB LIMITED PARTNERSHIP BALTIMORE ORIOLES LIMITED THE BASEBALL CLUB OF SEATTLE THE BOSTON RED SOX BASEBALL CHICAGO CUBS BASEBALL CLUB LLC THE CINCINNATI REDS LLC CLEVELAND GUARDIANS BASEBALL HOUSTON ASTROS LLC LOS ANGELES DODGERS LLC MARLINS TEAMCO LLC MILWAUKEE BREWERS BASEBALL MINNESOTA TWINS LLC NEW YORK YANKEES LP PADRES LP PITTSBURGH ASSOCIATES RANGERS BASEBALL LLC ROGERS BLUE JAYS BASEBALL ST LOUIS CARDINALS LLC SAN FRANCISCO BASEBALL ASSOC STERLING METS LP THE PHILLIES LP WASHINGTON NATIONALS BASEBALL CLUB LLC ATLANTA NATL LEAGUE BASEBALL CLUB INC CHICAGO WHITE SOX LTD COLORADO ROCKIES BASEBALL CLUB LTD DETROIT TIGERS INC KANSAS CITY ROYALS BASEBALL CORP TAMPA BAY RAYS BASEBALL LTD false false false false false false false false false false false false false false false false false false true