Plan Snapshot
- Plan Sponsor: National Hockey League
- Sponsor EIN: 980036067
- Sponsor Address: 1 MANHATTAN WEST 395 NINTH AVENUE, NEW YORK, NY, 100018601
- Plan Type: DB
- Plan Number: 002
- Total Participants: 284
- Total Assets: $156.2M
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 | 284 | $156.2M | $7.5M | $0 |
| 2023 | 291 | $138.7M | $7.3M | $0 |
| 2022 | 293 | $124.3M | $7.6M | $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 |
|---|---|---|---|---|
| NHL PENSION SOCIETY | Recordkeeper | $251,877 | — | $251,877 |
| SEGAL MARCO ADVISORS | Other Service Provider | $75,795 | — | $75,795 |
| BANK OF AMERICA | Custodian / Trustee | $43,277 | — | $43,277 |
| SEGAL | Actuary | $34,165 | — | $34,165 |
| INCOME RESEARCH + MANAGEMENT | Investment Advisor | $7,286 | — | $7,286 |
| NORTHERN TRUST | Investment Advisor | $5,102 | — | $5,102 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $417,502
- Estimated Expense Ratio: 0.267% 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 | $464,983 | $165,626 | $251,877 | — | — |
| 2023 | $431,292 | $40,675 | $91,032 | — | — |
| 2022 | $498,280 | $43,558 | $90,193 | — | $313,725 |