Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Nba Players' Pension Plan
- Sponsor EIN: 832172122
- Sponsor Address: 5420 W. SOUTHERN AVE., SUITE 106, INDIANAPOLIS, IN, 46241
- Plan Type: DB
- Plan Number: 001
- Total Participants: 525
- Total Assets: $724.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 525 | $724.8M | $101.1M | $0 |
| 2023 | 520 | $609.9M | $95.9M | $0 |
| 2022 | 435 | $539.8M | $20.6M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE SEGAL CO. (EASTERN STATES) INC. | Other Service Provider | $1,171,705 | — | $1,171,705 |
| WELLINGTON MANAGEMENT COMPANY, LLP | Other Service Provider | $838,709 | — | $838,709 |
| ROBERTS & HOLLAND | Other Service Provider | $679,985 | — | $679,985 |
| ZENITH AMERICAN SOLUTIONS | Recordkeeper | $417,311 | — | $417,311 |
| BLITMAN & KING | Other Service Provider | $325,830 | — | $325,830 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | Other Service Provider | $288,650 | — | $288,650 |
| RIVERBRIDGE PARTNERS | Other Service Provider | $265,498 | — | $265,498 |
| COOKE & BIELER, LP | Other Service Provider | $215,345 | — | $215,345 |
| MERCER HEALTH & BENEFITS ADM. LLC | Other Service Provider | $181,142 | — | $181,142 |
| PRUDENTIAL TRUST CO-QMA | Other Service Provider | $176,885 | — | $176,885 |
| BRANDYWINE GLOBAL INVESTMENT MANAGE | Other Service Provider | $169,146 | — | $169,146 |
| SEGAL ADVISORS | Other Service Provider | $149,083 | — | $149,083 |
| U.S. BANK, N.A. | Recordkeeper | $112,068 | — | $112,068 |
| EISNERAMPER LLP | Other Service Provider | $72,350 | — | $72,350 |
| RHUMBLINE ADVISERS CORP. | Other Service Provider | $33,646 | — | $33,646 |
| EARNEST PARTNERS | Other Service Provider | $32,264 | — | $32,264 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,129,617
- Estimated Expense Ratio: 0.708% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,205,066 | $2,169,272 | $417,311 | $72,350 | — |
| 2023 | $5,016,268 | $2,208,965 | $415,689 | $72,800 | — |
| 2022 | $4,458,582 | $1,956,277 | $501,678 | — | $1,938,450 |