Blackrock Financial Management, Inc — 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, Blackrock Financial Management, Inc (EIN 98-1128011) is a plan sponsor located in New York, NY with 1 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
98-1128011
Location
New York, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Blackrock Financial Management, Inc

  • 1 loaded plans hold $1.8M in reported assets.
  • The largest, Blackrock Tempus Fund Erisa Ltd, holds 100% of this company's reported plan assets.
  • Plans cover 0 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,751,858
Total reported assets$1.8M$1,751,858
Total reported participants0
Total reported liabilities$1.8M$1,751,858

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assetsnot reported in the loaded datasetLiabilities$1.8M
Contributions & income
Total income / additions$162.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$773
Net increase / (decrease)$161.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Blackrock Tempus Fund Erisa Ltd
Participants per plan0Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 0 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Blackrock Financial Management, Inc. Open one for its full reported snapshot.

  1. 2023
    Blackrock Tempus Fund Erisa Ltd0 participants · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Blackrock Financial Management, Inc report on Form 5500?
Blackrock Financial Management, Inc (EIN 98-1128011) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Blackrock Financial Management, Inc?
The Employer Identification Number (EIN) reported for Blackrock Financial Management, Inc is 98-1128011.
What is the latest Form 5500 filing year for Blackrock Financial Management, Inc?
The latest loaded Form 5500 filing year for Blackrock Financial Management, Inc is 2023.

Related Form 5500 pages