Back to filter
Original filing (PDF)20260312151114NAL0006517633001
NATIONAL BASKETBALL ASSOCIATION
Form 5500
FILING_RECEIVED
NBA PENSION PLAN FOR COACHES, ASSISTANT COACHES AND TRAINERS
Defined-benefit pension plan
Signals · 3
43% in single holding~82 bps in Sched C fees8 service providers
Active participants
41
Accounts w/ balance
—
Plan assets (EOY)
$86.6M
Net assets (EOY)
$86.3M
How this plan invests
This plan
6 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Baird Aggregate Bond Fd Instl" is 43% of plan.
- 82 bps in Schedule C fees — 411% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL BASKETBALL ASSOCIATION.
Plan sponsor
Name
NATIONAL BASKETBALL ASSOCIATION
EIN
13-5582586
Address
100 PLAZA DRIVE · SECAUCUS, NJ · 070943766
Phone
(201) 974-6744
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
PENSION PLAN COMMITTEE FOR COACHES, ASSISTANT COACHES AND TRAINERS
EIN
13-2930715
City
SECAUCUS, NJ
Phone
(201) 974-6746
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-12
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $437K | — |
| ROBERTS & HOLLAND | 13-1833405 | — | NONE | $123K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $54K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $39K | — |
| MERCER | 12-2834414 | — | NONE | $19K | — |
| WELLINGTON MANAGEMENT COMPANY, LLP | — | BOSTON, MA | NONE | $15K | — |
| U.S BANK | 41-2003732 | — | NONE | $14K | — |
| RHUMBLINE ADVISERS | — | BOSTON, MA | NONE | $5K | — |
Investments
7 direct securities · 6 pooled funds· $95.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$60.3M
7 holdings
103-12 Investment Entity
$19.2M
3 holdings
Common Collective Trust
$16.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fd Instl | — | — | $36.4M | $36.9M | 42.6% | |
| RHUMBLINE S&P INDEX POOLED TRUST RHUMBLINE ADVISERS CORP. · EIN 04-6752198 / PN 001 | 103-12 Investment Entity | — | $13.6M | $17.8M | 20.5% | |
| Schroder International Alpha Trust | — | — | $8.2M | $9.1M | 10.5% | |
| SCHRODER COLLECTIVE INVEST. TRUST SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $9.1M | 10.5% | |
| Primus High Yield Bond Fund, L.P. | — | — | $4.8M | $7.2M | 8.3% | |
| LOOMIS SAYLES MULTISECTOR FULL DISC LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 007 | Common Collective Trust | — | $6.5M | $7.1M | 8.1% | |
| ARA Core Property Fund, L.P. | — | — | $5.4M | $6.1M | 7.1% | |
| RHUMBLINE MID CAP INDEX FUND POOLED RHUMBLINE ADVISERS CORP. · EIN 04-3345692 / PN 001 | 103-12 Investment Entity | — | $895K | $996K | 1.2% | |
| Commingled | — | — | $745K | $745K | 0.9% | |
| RHUMBLINE SMALL CAP INDEX FUND POOL RHUMBLINE ADVISERS CORP. · EIN 04-6793528 / PN 001 | 103-12 Investment Entity | — | $444K | $437K | 0.5% | |
| US Bank | — | — | $203K | $203K | 0.2% | |
| Rhumbline | — | — | $5K | $5K | <0.1% | |
| WELLINGTON TRUST CTF INTER.OPPORTUN WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using THE SEGAL COMPANY
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN
$16.6B · 226,080 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
$11.2B · 28,308 participants
TRUSTEES OF ILWU-PMA PENSION PLAN
ILWU-PMA PENSION PLAN
$9.7B · 16,115 participants
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
$8.9B · 66,166 participants
Similar-size Arts, Entertainment, Recreation plans
CLEVELAND GUARDIANS BASEBALL CO LLC
MAJOR LEAGUE BASEBALL PENSION PLAN FOR NON-UNIFORMED PERSONNEL
$87.1M · 206 participants
NEW YORK JETS, LLC
NEW YORK JETS CLUB EMPLOYEES RETIREMENT PLAN
$84.3M · 323 participants
NEW YORK YANKEES PARTNERSHIP
NEW YORK YANKEES EMPLOYEE INVESTMENT PLAN
$90.4M · 549 participants
THE PHILLIES
THE PHILLIES 401(K) INCENTIVE SAVINGS PLAN
$82.1M · 487 participants
BUFFALO BILLS, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
$91.1M · 298 participants
PENSKE RACING SOUTH, INC.
PERFORMANCE GROUP 401(K) RETIREMENT SAVINGS PLAN
$82.0M · 439 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants