MAJOR LEAGUE BASEBALL PLAYERS WELFARE PLAN: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAJOR LEAGUE BASEBALL PLAYERS WELFARE PLAN (EIN 13-6058836)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-01-15
- IRS object ID
- 202630159349301503
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-15T08:54:43-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131577780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTHEIS & PANETTIERI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WIRELESS BLVD | AddressLine1Txt |
| City | HAUPPAUGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136058836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJOR LEAGUE BASEBALL PLAYERS WELFARE PL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAJO | BusinessNameControlTxt |
| Phone | 4106836500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN D ROGERS | PersonNm |
| Person Title | COMMITTEE TRUSTEE | PersonTitleTxt |
| Phone | 4106836500 | PhoneNum |
| Signature | 2026-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VINCENT F PANETTIERI | PreparerPersonNm |
| PTIN | P00366812 | PTIN |
| Phone | 6312734778 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN D ROGERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $598,112,017 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $99,380,044 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $98,949,599 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,136,054 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,469,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $101,516,098 | PYTotalRevenueAmt |
| CY Total Revenue | $103,419,225 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $87,296,239 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $89,583,909 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,130,705 | PYOtherExpensesAmt |
| CY Other Expenses | $6,936,681 | CYOtherExpensesAmt |
| PY Total Expenses | $94,426,944 | PYTotalExpensesAmt |
| CY Total Expenses | $96,520,590 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,089,154 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,898,635 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $134,417,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,935,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,213,252 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,005,254 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,204,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $118,929,997 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED ADMINISTRATORS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4106836500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 RIDGEBROOK ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|
| RON FOWLER | |||||||
| COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK HOULIHAN | |||||||
| COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETE FAIRBANKS - EFF 122024 | |||||||
| COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT SUTER - EFF 122024 | |||||||
| COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT DEAN - THRU 92024 | |||||||
| COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AUSTIN SLATER - THRU 122024 | |||||||
| COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| IAN HAPP - THRU 122024 | |||||||
| COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUCAS GIOLITO | |||||||
| ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TARIK SKUBAL - EFF 122024 | |||||||
| ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CEDRIC MULLINS - EFF 122024 | |||||||
| ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILL DEWITT III - EFF 92024 | |||||||
| ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT SUTER - THRU 122024 | |||||||
| ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ST PETER - THRU 122024 | |||||||
| ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS CAPUANO | |||||||
| SECONDARY ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN ROGERS | |||||||
| SECONDARY ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MYERS | |||||||
| SECONDARY ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW MILLER - EFF 12025 | |||||||
| SECONDARY ALT COMMITTEE MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STATE STREET BANK TRUST | |||||||
| TRUSTEE | 1.00 | 0.00 | $21,634 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $21,634 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC | |||||
| 911 RIDGEBROOK ROAD | SPARKS | MD | 21152 | PLAN ADMINISTRATOR | $3,150,084 |
| AETNA LIFE INSURANCE COMPANY | |||||
| PO BOX 70944 | CHICAGO | IL | 60673 | CONTRACT ADMIN | $1,318,183 |
| HORIZON ACTUARIAL SERVICES LLP | |||||
| 8601 GEORGIA AVE 700 | SILVER SPRING | MD | 20910 | ACTUARY SERVICES | $360,381 |
| NAVITUS HEALTH SOLUTIONS LLC | |||||
| 361 INTEGRITY DRIVE | MADISON | WI | 53717 | CONTRACT ADMIN | $294,817 |
| LATHAM & WATKINS LLP | |||||
| 1271 6TH AVE | NEW YORK | NY | 10020 | LEGAL | $259,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $64,300,000 | $64,300,000 |
| PARTICIPANT CONTRIBUTIONS | 525100 | $34,649,599 | $34,649,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $98,949,599 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,594,300 | TotalRevenueColumnAmt |
| Exclusion | $3,594,300 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $495,568,118 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $494,692,792 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $875,326 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $875,326 | TotalRevenueColumnAmt |
| Exclusion | $875,326 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,419,225 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,949,599 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,469,626 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,583,909 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,977 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,500 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,368 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,417,067 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,110 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,954 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,875 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| THIRD PARTY ADMIN | $3,150,084 |
| OTHER TAX | $48,746 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,520,590 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,149 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,809,298 | BOYAmt |
| EOY | $18,639,652 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,572,544 | BOYAmt |
| EOY | $3,784,712 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,576 | BOYAmt |
| EOY | $8,598 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,097,945 | BOYAmt |
| EOY | $123,502,289 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,356,824 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,417,336 | BOYAmt |
| EOY | $145,935,251 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,450 | BOYAmt |
| EOY | $1,203,255 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,659,739 | BOYAmt |
| EOY | $4,621,999 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,553,063 | BOYAmt |
| EOY | $21,180,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,213,252 | BOYAmt |
| EOY | $27,005,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,204,084 | BOYAmt |
| EOY | $118,929,997 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,204,084 | BOYAmt |
| EOY | $118,929,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,417,336 | BOYAmt |
| EOY | $145,935,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,898,635 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,827,278 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT OBLIGATIONS CURRENTLY PAYABLE | Desc |
| Amt | $21,180,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,180,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $105,012,135 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,827,278 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,827,278 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,184,857 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $234,368 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $234,368 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $103,419,225 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,207,222 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $90,207,222 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $234,368 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,079,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,313,368 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $96,520,590 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFITS PAYABLE 6,079,000. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SUPPLEMENTAL INFORMATION | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SUPPLEMENTAL INFORMATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 CARDINALS, 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 CLUB, LLC RAYS BASEBALL CLUB, LLC |