2025-01-15T10:30:59-06:00 2024-03-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-04-01 136058836 MAJOR LEAGUE BASEBALL PLAYERS WELFARE PL MAJO 4106836500 911 RIDGEBROOK ROAD SPARKS MD 21152 STEPHEN D ROGERS SECONDARY ALT COMMITTEE MEMBER 4106836500 2025-01-15 1 1 CAROL WESTFALL P00539069 6312734778 2023 2024-10-15 13:58:12Z STEPHEN D ROGERSPATRICK 911 RIDGEBROOK ROAD SPARKS MD 21152 296159098 0 X N/A X 1957 NY THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 4 4 0 0 0 0 0 0 98219197 99380044 -173421 2136054 5094791 0 103140567 101516098 0 0 78814861 87296239 30832 0 0 0 0 6463530 7130705 85309223 94426944 17831344 7089154 124679718 134417336 10668756 24213252 114010962 110204084 THE PURPOSE OF THE PLAN IS TO PROVIDE BENEFITS INCLUDING, BUT NOT LIMITED TO, MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PURPOSE OF THE PLAN IS TO PROVIDE BENEFITS INCLUDING, BUT NOT LIMITED TO, MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 X ASSOCIATED ADMINISTRATORS LLC 4106836500 911 RIDGEBROOK ROAD SPARKS MD 21152 RON FOWLER COMMITTEE MEMBER 1.00 2.00 X 0 0 0 IAN HAPP COMMITTEE MEMBER 1.00 2.00 X 0 0 0 PATRICK HOULIHAN COMMITTEE MEMBER 1.00 2.00 X 0 0 0 AUSTIN SLATER COMMITTEE MEMBER 1.00 2.00 X 0 0 0 ROBERT DEAN ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 LUCAS GIOLITO ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 BRENT SUTER ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 DAVID ST PETER ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 JAMES POOLE - THRU 1023 SECONDARY ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 MIKE MYERS SECONDARY ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 STEPHEN ROGERS SECONDARY ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 CHRIS CAPUANO SECONDARY ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 STATE STREET BANK TRUST TRUSTEE 1.00 X 35088 0 0 35088 0 0 0 0 0 0 ASSOCIATED ADMINISTRATORS LLC 911 RIDGEBROOK ROAD SPARKS MD 21152 PLAN ADMINISTRATOR 2971776 AETNA LIFE INSURANCE COMPANY PO BOX 70944 CHICAGO IL 60673 CONTRACT ADMIN 1427321 BREDOFF & KAISER PLLC 805 15TH STREET NW 1000 WASHINGTON DC 20005 LEGAL 731463 MORGAN LEWIS & BOCKIUS LLP 1111 PENNSYLVANIA AVE NW WASHINGTON DC 20004 LEGAL 473508 HORIZON ACTUARIAL SERVICES LLP 8601 GEORGIA AVE 700 SILVER SPRING MD 20910 ACTUARY SERVICES 361035 9 EMPLOYER CONTRIBUTIONS 525100 64300000 64300000 PARTICIPANT CONTRIBUTIONS 525100 35080044 35080044 99380044 2992098 2992098 193786956 194643000 -856044 -856044 -856044 101516098 99380044 0 2136054 87296239 1515801 85263 211504 2106219 165910 12434 12739 THIRD PARTY ADMIN 2971776 OTHER TAX 49059 94426944 1406441 572149 11540807 4809298 6572544 8451 8576 102364423 92097945 30356824 9359596 124679718 134417336 757011 1000450 4473551 3659739 5438194 19553063 10668756 24213252 X 0 0 0 0 114010962 110204084 114010962 110204084 124679718 134417336 X 7089154 2115968 -13012000 X 0 1 X 1 0 0 US CORE BOND 30356824 F 30356824 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 15101000 NET TRADES PENDING SETTLEMENT 4452063 19553063 103420562 2115968 2115968 101304594 211504 211504 101516098 92126440 0 92126440 211504 2089000 2300504 94426944 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE 2,089,000. FORM 990, PART VI, SECTION A, LINE 2 COMMITTEE MEMBER AUSTIN SLATER AND ALTERNATE COMMITTEE MEMBER ROBERT DEAN HAVE A BUSINESS RELATIONSHIP AS AUSTIN SLATER PLAYED FOR THE SAN FRANCISCO GIANTS AND ROBERT DEAN SERVES AS A MEMBER OF THE BOARD OF DIRECTORS FOR THE SAN FRANCISCO GIANTS. FORM 990, PART VI, SECTION A, LINE 7A 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. FORM 990, PART VI, SECTION A, LINE 7B 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE PENSION COMMITTEE AND ASSOCIATED ADMINISTRATORS, LLC, THE PLAN'S TPA. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE PENSION COMMITTEE PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S GOVERNING DOCUMENTS, POLICIES & FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PLAN PARTICIPANTS OR THEIR AUTHORIZED REPRESENTATIVES UPON REQUEST. THE PLAN DOES NOT MAKE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ADJUSTMENT MADE TO NET ASSETS FOR PRIOR PERIOD BENEFIT CLAIMS PAYABLE -13,012,000. FORM 990, PART VI, SECTION B, LINE 12-14 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 DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER, ALL DOCUMENTS ARE STORED ON-SITE FOR TWO YEARS AND THEN MOVED TO A SECURE STORAGE FACILITY LOCATED OFF-SITE FROM THE THIRD PARTY ADMINISTRATOR'S OFFICE. MAJOR LEAGUE BASEBALL PLAYERS INVEST PL 911 RIDGEBROOK ROAD SPARKS MD 21152 510185287 BENEFIT FUNDS NY 501(A) N/A N/A 0 MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN 911 RIDGEBROOK ROAD SPARKS MD 21152 510185287 BENEFIT FUNDS NY 501(A) N/A N/A 0 MAJOR LEAGUE BASEBALL PLAYERS ASSOCIATION 12 EAST 49TH STREET NEW YORK NY 10017 132576732 TO PROVIDE MBRS WITH REP NY 501(C)5 N/A N/A 0 SEE SUPPLEMENTAL INFORMATION SEE SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE R PART III - ORGANIZATIONS TAXABLE AS A PARTNERSHIP 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 CARRDINALS, LLC SAN FRANCISCO BASEBALL ASSOC. QBJV HOLDINGS, LLC THE PHILLIES, LP WASHINGTON NATIONALS BASEBALL SCHEDULE R PART IV-IDENTIFICATION OF RELATED ORG TAXABLE AS A CORP OR TRUST 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