AUMdb

Nfl Player Annuity Program

Sponsored by Annuity Board Of The Nfl Player Annuity Program · EIN 260181656 · Plan #001

Total assets
$2.0B
Net assets
$2.0B
Active participants
2,790
With balances
7,015

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Earnest Partners Llc CRD 107926 deterministic · 100% 2024
Gw&K Investment Management, Llc CRD 121942 fuzzy_auto · 93% 2024
Rhumbline Advisers Ltd Partnership CRD 107151 deterministic · 100% 2024
Jacobs Levy Equity Management Inc CRD 107022 deterministic · 100% 2024
Ramirez Asset Management, Inc. CRD 110637 deterministic · 100% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
B Bell/P Rozelle Nfl Player Ret Pl Contract administrator, Direct payment from the plan $1,048,351
Pfm Asset Management, Llc Investment advisory (plan), Investment management, Investment management fees (direct) $821,925
Aon Consulting, Inc. Actuarial, Direct payment from the plan $753,305
Earnest Partners, Llc Investment management, Investment management fees (direct), Soft dollars commissions $661,877
The Bank Of New York Mellon Trustee (institutional), Direct payment from the plan, Shareholder servicing fees $344,301
Alight Solutions, Llc Direct payment from the plan, Recordkeeping fees $331,669
Gw&K Investment Management, Llc Investment management, Investment management fees (direct) $294,796
Groom Law Group, Chartered Legal, Direct payment from the plan $263,535
Rhumbline Advisers Ltd Partnership Investment management, Investment management fees (direct) $234,688
Jacobs Levy Equity Management, Inc. Investment management, Investment management fees (direct) $120,549
Mitchell & Titus, Llp Accounting, Direct payment from the plan $87,667
Ramirez Asset Management, Inc. Investment management, Investment management fees (direct) $81,851
Consolidated Graphics, Inc. Copying and duplicating, Direct payment from the plan $48,297
Rcm&D Insurance agents and brokers, Direct payment from the plan $27,256
Aon Insurance Managers (Usa), Ltd. Contract administrator, Direct payment from the plan $25,000
Cloudberry Creative, Inc. Participant communication, Direct payment from the plan, Consulting fees $14,678
Capfinancial Partners,Llc Investment advisory (plan), Investment management fees (direct) $12,691
Sovos Compliance Llc Other services, Direct payment from the plan $9,635