Bloomberg L.P. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bloomberg L.P. (EIN 13-3417984) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3417984
Location
New York, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,771,762,507
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,771,762,507

Contributions & income

Employer contributions
$87,385,211
Participant contributions
$244,889,238
Total income / additions
$1,157,045,857

Expenses & distributions

Benefits paid / distributions
$153,200,252
Total expenses
$153,764,364
Net increase / (decrease)
$1,003,281,493

Coverage

Total reported participants
31,765
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bloomberg L.P. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bloomberg L.P. 401(K) Plan00118,836$4,771,762,5072023
Bloomberg L.P. Health And Welfare Plan50112,929not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bloomberg L.P.
YearPlanParticipantsSchedulesFiling
2023Bloomberg L.P. 401(K) Plan18,836H, C20240923101750NAL0011312817001
2023Bloomberg L.P. Health And Welfare Plan12,92920250612152557NAL0027607296001

Related Form 5500 pages