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Original filing (PDF)20251231141506NAL0046291090001
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
Form 5500
FILING_RECEIVED
BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
32% in single holdingNo recordkeeper disclosed99 service providers
Active participants
2,517
Accounts w/ balance
—
Plan assets (EOY)
$4.0B
Net assets (EOY)
$3.9B
How this plan invests
This plan
8 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: NEPC GLOBAL EQUITY CIT (extraction pending)]" is 32% of plan.
- 54 bps in Schedule C fees — 973% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN.
Plan sponsor
Name
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLAN
EIN
13-6043636
Address
200 ST. PAUL STREET, SUITE 2420 · BALTIMORE, MD · 21202
Phone
(800) 638-3186
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-31
Pension benefit codes
1B · Flat-dollar DB formula
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
99 rowsOther
99| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | NONE | $4.2M | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $1.8M | — |
| NEPC, LLC | 26-1429809 | — | NONE | $1.6M | — |
| VITECH SYSTEMS SUB, LLC | 13-3785492 | — | NONE | $989K | — |
| NEUMEIER POMA INVESTMENT COUNSEL | 77-0444891 | — | NONE | $821K | — |
| SILCHESTER INTERNATIONAL INVESTORS | 45-3056700 | — | NONE | $818K | — |
| RDA COMPANY, LLC | 51-0307421 | — | NONE | $747K | — |
| J.P. MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $632K | — |
| RIGGS COUNSELMAN MICHAELS & DOWNES | 52-0555835 | — | NONE | $606K | — |
| LINEA SOLUTIONS, INC. | 95-4723968 | — | NONE | $590K | — |
| CAREFIRST BLUECROSS BLUESHIELD | — | OWINGS MILLS, MD | NONE | $551K | — |
| EARNEST PARTNERS, LLC | 58-2386669 | — | NONE | $473K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $429K | — |
| EMPLOYEE 1028 | 13-6043636 | — | EMPLOYEE | $417K | — |
| CLOUDBERRY CREATIVE, INC. | 27-1271032 | — | NONE | $399K | — |
| RADICAL VENTURES GROWTH FUND I, L.P | 98-1800423 | — | NONE | $339K | — |
| SEA N BLUE, LLC | 61-1964975 | — | NONE | $338K | — |
| EMPLOYEE 1036 | 13-6043636 | — | EMPLOYEE | $231K | — |
| EMPLOYEE 3274 | 13-6043636 | — | EMPLOYEE | $231K | — |
| DATA PROCESSING SOLUTIONS, INC. | 52-0941428 | — | NONE | $210K | — |
| PARAMETRIC PORTFOLIO ASSOC., LLC | 20-0292745 | — | NONE | $198K | — |
| EMPLOYEE 1018 | 13-6043636 | — | EMPLOYEE | $188K | — |
| WESTERN ASSET MANAGEMENT COMPANY | 95-2705767 | — | NONE | $181K | — |
| POINTCLICK TECHNOLOGIES, LLC | 26-0291557 | — | NONE | $181K | — |
| EMPLOYEE 1014 | 13-6043636 | — | EMPLOYEE | $179K | — |
| METIS GLOBAL PARTNERS, LLC | 46-2658771 | — | NONE | $170K | — |
| EMPLOYEE 3405 | 13-6043636 | — | EMPLOYEE | $162K | — |
| EMPLOYEE 1034 | 13-6043636 | — | EMPLOYEE | $130K | — |
| EMPLOYEE 1045 | 13-6043636 | — | EMPLOYEE | $123K | — |
| EMPLOYEE 3425 | 13-6043636 | — | EMPLOYEE | $121K | — |
| EMPLOYEE 1010 | 13-6043636 | — | EMPLOYEE | $117K | — |
| KAIROS CONSULTING SERVICES | 87-2998623 | — | NONE | $116K | — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | NONE | $111K | — |
| EMPLOYEE 1038 | 13-6043636 | — | EMPLOYEE | $110K | — |
| EMPLOYEE 3395 | 13-6043636 | — | EMPLOYEE | $101K | — |
| FEDEX | — | PITTSBURGH, PA | NONE | $90K | — |
| EMPLOYEE 1015 | 13-6043636 | — | EMPLOYEE | $90K | — |
| EMPLOYEE 1025 | 13-6043636 | — | EMPLOYEE | $89K | — |
| EMPLOYEE 1051 | 13-6043636 | — | EMPLOYEE | $88K | — |
| EMPLOYEE 3400 | 13-6043636 | — | EMPLOYEE | $86K | — |
| EMPLOYEE 1049 | 13-6043636 | — | EMPLOYEE | $86K | — |
| EMPLOYEE 1042 | 13-6043636 | — | EMPLOYEE | $85K | — |
| EMPLOYEE 1057 | 13-6043636 | — | EMPLOYEE | $79K | — |
| EMPLOYEE 3037 | 13-6043636 | — | EMPLOYEE | $79K | — |
| EMPLOYEE 3040 | 13-6043636 | — | EMPLOYEE | $78K | — |
| EMPLOYEE 1047 | 13-6043636 | — | EMPLOYEE | $78K | — |
| MULLEN COUGHLIN, LLC | 81-3711756 | — | NONE | $76K | — |
| CRA INTERNATIONAL, INC. | 04-2372210 | — | NONE | $76K | — |
| EMPLOYEE 3392 | 13-6043636 | — | EMPLOYEE | $71K | — |
| EMPLOYEE 3460 | 13-6043636 | — | EMPLOYEE | $70K | — |
| RHUMBLINE ADVISERS | 04-3118582 | — | NONE | $68K | — |
| EMPLOYEE 3470 | 13-6043636 | — | EMPLOYEE | $67K | — |
| EMPLOYEE 3420 | 13-6043636 | — | EMPLOYEE | $66K | — |
| ALIGHT HOLDING COMPANY, LLC | 82-1061233 | — | NONE | $64K | — |
| BOLTON PARTNERS, INC. | 52-1231144 | — | NONE | $64K | — |
| EMPLOYEE 3320 | 13-6043636 | — | EMPLOYEE | $63K | — |
| RANDSTAD NORTH AMERICA, INC. | 58-2426357 | — | NONE | $63K | — |
| EMPLOYEE 3410 | 13-6043636 | — | EMPLOYEE | $63K | — |
| EMPLOYEE 3465 | 13-6043636 | — | EMPLOYEE | $62K | — |
| CONSOLIDATED GRAPHICS, INC. | 76-0190827 | — | NONE | $61K | — |
| EMPLOYEE 3267 | 13-6043636 | — | EMPLOYEE | $60K | — |
| EMPLOYEE 3390 | 13-6043636 | — | EMPLOYEE | $59K | — |
| MITCHELL & TITUS, LLP | 13-2781641 | — | NONE | $59K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $58K | — |
| EMPLOYEE 3440 | 13-6043636 | — | EMPLOYEE | $58K | — |
| OPERATIONS INC., LLC | 06-1616383 | — | NONE | $57K | — |
| EMPLOYEE 3430 | 13-6043636 | — | EMPLOYEE | $53K | — |
| SITECORE USA, INC. | 30-0262390 | — | NONE | $53K | — |
| BAY CITY MANAGEMENT COMPANY, LLC | 85-3192195 | — | NONE | $47K | — |
| DUFFY CONSULTING SERVICES, LLC | 46-4467051 | — | NONE | $47K | — |
| METLIFE | — | KANSAS CITY, MO | NONE | $38K | — |
| NEWGEN SOFTWARE, INC. | 98-0178166 | — | NONE | $38K | — |
| ADVANCE BUSINESS SYSTEMS | 52-0802773 | — | NONE | $37K | — |
| KRIEBEL & ASSOCIATES | 47-5477044 | — | NONE | $36K | — |
| STANDARD INSURANCE COMPANY | — | PORTLAND, OR | NONE | $35K | — |
| EMPLOYEE 1059 | 13-6043636 | — | EMPLOYEE | $35K | — |
| ESENTIRE, INC. | — | — | NONE | $33K | — |
| EMPLOYEE 3435 | 13-6043636 | — | EMPLOYEE | $30K | — |
| WOLTERS KLUWER | — | CAROL STREAM, IL | NONE | $24K | — |
| VONAGE BUSINESS SOLUTIONS, INC. | 77-0704688 | — | NONE | $21K | — |
| ADP PROCESSING | — | AUGUSTA, GA | NONE | $17K | — |
| UNICORN PARTNERS FUND III, L.P. | 98-1487008 | — | NONE | $16K | — |
| BITSIGHT TECHNOLOGIES, INC. | 45-2256150 | — | NONE | $15K | — |
| VERIZON WIRELESS | — | LEHIGH VALLEY, PA | NONE | $15K | — |
| PROVIDENT LIFE & ACCIDENT INSURNACE | 62-0331200 | — | NONE | $13K | — |
| PEERLESS NETWORK, INC. | 94-3479638 | — | NONE | $12K | — |
| VIACODE CONSULTING, LLC | 06-1613147 | — | NONE | $11K | — |
| ZAYO GROUP HOLDINGS, INC. | 26-1398293 | — | NONE | $11K | — |
| BETSY LESLIE | 82-3898888 | — | NONE | $10K | — |
| THE HARTFORD | — | DALLAS, TX | NONE | $10K | — |
| THE SUPPLY ROOM | — | BALTIMORE, MD | NONE | $10K | — |
| QUADIENT FINANCE USA, INC. | — | CAROL STREAM, IL | NONE | $9K | — |
| ONETRUST, LLC | 81-2762659 | — | NONE | $8K | — |
| PRAENDEX MIDLANTIC | 74-3088762 | — | NONE | $7K | — |
| IRON MOUNTAIN, INC. | 23-2588479 | — | NONE | $6K | — |
| SNAPCOMMS, INC. | 45-5352649 | — | NONE | $6K | — |
| PROFESSIONAL FIDUCIARY SERVICES LLC | 45-3931002 | — | NONE | $6K | — |
| CROCKETT FACILITIES SERVICES | 52-2271428 | — | NONE | $6K | — |
| VOGELZANG & ASSOCIATES | — | SANTA BARBARA, CA | N/A | $0 | — |
Investments
6 direct securities · 8 pooled funds· $1.8B(44% 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.
Common Collective Trust
$1.2B
7 holdings
Uncategorized
$447.2M
6 holdings
103-12 Investment Entity
$123.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NEPC GLOBAL EQUITY CIT NEPC COLLECTIVE INVESTMENT TRUST · EIN 86-6497312 / PN 001 | Common Collective Trust | — | — | $417.1M | 10.4% | |
| NEPC DIVERSIFIED CREDIT CIT NEPC COLLECTIVE INVESTMENT TRUST · EIN 86-6497312 / PN 004 | Common Collective Trust | — | — | $363.9M | 9.1% | |
| * Master Trust | — | — | — | $123.1M | 3.1% | |
| SILCHESTER INTL INVESTORS INTL THE BANK OF NEW YORK MELLON · EIN 13-5160382 / PN 001 | 103-12 Investment Entity | — | — | $123.1M | 3.1% | |
| * Master Trust | — | — | — | $121.9M | 3.0% | |
| METIS REAL ASSET INDEX PORTFOLIO THE BANK OF NEW YORK MELLON · EIN 13-5160382 / PN 001 | Common Collective Trust | — | — | $121.9M | 3.0% | |
| * Master Trust | — | — | — | $104.5M | 2.6% | |
| BAXTER STREET OFFSHORE FD LTD THE BANK OF NEW YORK MELLON · EIN 13-5160382 / PN 001 | Common Collective Trust | — | — | $104.5M | 2.6% | |
| NEPC EMERGING MARKETS CIT NEPC COLLECTIVE INVESTMENT TRUST · EIN 86-6497312 / PN 002 | Common Collective Trust | — | — | $97.7M | 2.4% | |
| NEPC SMALL CAP EQUITY CIT NEPC COLLECTIVE INVESTMENT TRUST · EIN 86-6497312 / PN 003 | Common Collective Trust | — | — | $75.6M | 1.9% | |
| AXIOM EMERGING MARKETS TRUST | — | — | — | $39.0M | 1.0% | |
| WILLIAM BLAIR EMERGING MKTS GROWTH | — | — | — | $38.5M | 1.0% | |
| UBS EMERGING MARKETS EQUITY OPP | — | — | — | $20.2M | 0.5% | |
| CRESCENT CAPITAL TRUST II CRESCENT CAPITAL CIT · EIN 32-6471303 / PN 001 | Common Collective Trust | — | — | $8.5M | 0.2% |