2026-01-15T08:54:43-06:00 2025-03-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-04-01 136058836 MAJOR LEAGUE BASEBALL PLAYERS WELFARE PL MAJO 4106836500 911 RIDGEBROOK ROAD SPARKS MD 21152 STEPHEN D ROGERS COMMITTEE TRUSTEE 4106836500 2026-01-15 1 1 VINCENT F PANETTIERI P00366812 6312734778 2024 2025-03-06 01:10:19Z STEPHEN D ROGERS 911 RIDGEBROOK ROAD SPARKS MD 21152 598112017 0 X N/A X 1947 NY THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 4 4 0 0 0 0 0 0 99380044 98949599 2136054 4469626 0 0 101516098 103419225 0 0 87296239 89583909 0 0 0 0 0 7130705 6936681 94426944 96520590 7089154 6898635 134417336 145935251 24213252 27005254 110204084 118929997 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 0 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 PATRICK HOULIHAN COMMITTEE MEMBER 1.00 2.00 X 0 0 0 PETE FAIRBANKS - EFF 122024 COMMITTEE MEMBER 1.00 2.00 X 0 0 0 BRENT SUTER - EFF 122024 COMMITTEE MEMBER 1.00 2.00 X 0 0 0 ROBERT DEAN - THRU 92024 COMMITTEE MEMBER 1.00 2.00 X 0 0 0 AUSTIN SLATER - THRU 122024 COMMITTEE MEMBER 1.00 2.00 X 0 0 0 IAN HAPP - THRU 122024 COMMITTEE MEMBER 1.00 2.00 X 0 0 0 LUCAS GIOLITO ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 TARIK SKUBAL - EFF 122024 ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 CEDRIC MULLINS - EFF 122024 ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 BILL DEWITT III - EFF 92024 ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 BRENT SUTER - THRU 122024 ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 DAVID ST PETER - THRU 122024 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 STEPHEN ROGERS 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 ANDREW MILLER - EFF 12025 SECONDARY ALT COMMITTEE MEMBER 1.00 2.00 X 0 0 0 STATE STREET BANK TRUST TRUSTEE 1.00 0.00 X 21634 0 0 21634 0 0 0 0 0 0 ASSOCIATED ADMINISTRATORS LLC 911 RIDGEBROOK ROAD SPARKS MD 21152 PLAN ADMINISTRATOR 3150084 AETNA LIFE INSURANCE COMPANY PO BOX 70944 CHICAGO IL 60673 CONTRACT ADMIN 1318183 HORIZON ACTUARIAL SERVICES LLP 8601 GEORGIA AVE 700 SILVER SPRING MD 20910 ACTUARY SERVICES 360381 NAVITUS HEALTH SOLUTIONS LLC 361 INTEGRITY DRIVE MADISON WI 53717 CONTRACT ADMIN 294817 LATHAM & WATKINS LLP 1271 6TH AVE NEW YORK NY 10020 LEGAL 259664 7 EMPLOYER CONTRIBUTIONS 525100 64300000 64300000 PARTICIPANT CONTRIBUTIONS 525100 34649599 34649599 98949599 3594300 3594300 495568118 494692792 875326 875326 875326 103419225 98949599 0 4469626 89583909 818977 82500 234368 2417067 133110 38954 12875 THIRD PARTY ADMIN 3150084 OTHER TAX 48746 96520590 572149 0 4809298 18639652 6572544 3784712 8576 8598 92097945 123502289 30356824 134417336 145935251 1000450 1203255 3659739 4621999 19553063 21180000 24213252 27005254 X 0 0 0 0 110204084 118929997 110204084 118929997 134417336 145935251 6898635 1827278 0 X 0 1 X 1 0 0 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 21180000 21180000 105012135 1827278 1827278 103184857 234368 234368 103419225 90207222 0 90207222 234368 6079000 6313368 96520590 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE 6,079,000. 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 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. 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 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