Plan5500

The Bloomberg Bna Health And Welfare Plan — Form 5500 plan (Bloomberg Industry Group, Inc.)

Plain-English plan 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, The Bloomberg Bna Health And Welfare Plan is a benefit plan reported by Bloomberg Industry Group, Inc. under EIN 53-0040540 and plan number 503. The latest loaded filing year is 2023. The filing reports 913 participants and $11,144,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bloomberg Industry Group, Inc.
EIN
53-0040540
Plan number
503
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
913
End-of-year plan assets
$11,144,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023913H, C20241010081457NAL0019783969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,144,111
Total liabilities (EOY)
$2,747,124
Net assets (EOY)
$8,396,987
Net assets (BOY)
$6,763,586

Income & contributions

Employer contributions
$22,458,076
Participant contributions
$2,317,068
Total contributions
$24,775,144
Total income / additions
$26,330,818

Expenses & distributions

Benefits paid
$24,649,033
Administrative expenses
$48,384
Total expenses
$24,697,417
Net increase / (decrease)
$1,633,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Financial Groupnot reported in the loaded dataset$415,451not reported in the loaded dataset2023

Related Form 5500 pages