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Original filing (PDF)20251012144921NAL0000102931001
CHICAGO BEARS FOOTBALL CLUB, INC.
Form 5500
FILING_RECEIVED
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 3
96% in single holdingNo recordkeeper disclosed6 service providers
Active participants
290
Accounts w/ balance
324
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PNC Institutional Investments* National Football League Reciprocal Trust" is 96% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICAGO BEARS FOOTBALL CLUB, INC..
Plan sponsor
Name
CHICAGO BEARS FOOTBALL CLUB, INC.
EIN
36-0896640
Address
1920 FOOTBALL DRIVE · LAKE FOREST, IL · 60045
Phone
(847) 295-6600
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT | 04-3370184 | — | NONE | $20K | — |
| JACKSON SQUARE PARTNERS | 80-0945254 | — | NONE | $11K | — |
| ARIEL INVESTMENTS, LLC | 02-2712418 | — | NONE | $11K | — |
| CAMBRIDGE ASSOCIATES | 04-3515240 | — | NONE | $9K | — |
| PNC BANK | 25-1211909 | — | NONE | $7K | — |
| PIMCO | 33-0629048 | — | NONE | $6K | — |
Investments
2 direct securities · 1 pooled fund· $99.7M(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
$50.8M
2 holdings
Common Collective Trust
$48.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PNC Institutional Investments* National Football League Reciprocal Trust | — | — | — | $48.9M | 96.1% | |
| COMM/COLL TRUST OF THE NFL RECIP TR PNC BANK · EIN 52-6080365 / PN 001 | Common Collective Trust | — | — | $48.9M | 96.1% | |
| Federated Hermes Government Obligations Money Market Fund $ | — | — | — | $1.8M | 3.6% |