2023 Form 5500 filing — Bloomberg Industry Group, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801130422NAL0023719489001) for Bloomberg Industry Group, Inc. 401(K) Plan, reported by Bloomberg Industry Grp under EIN 53-0040540 and plan number 002. It reports 2,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801130422NAL0023719489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bloomberg Industry Grp
- EIN
- 53-0040540
- Plan number
- 002
- Location
- Arlington, VA
- Participants
- 2,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $408,015,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $408,015,827
- Employer contributions
- $10,134,814
- Participant contributions
- $14,747,614
- Total income / additions
- $86,214,900
- Benefits paid
- $43,111,676
- Administrative expenses
- $153,242
- Total expenses
- $43,326,026
- Net increase / (decrease)
- $42,888,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $64,609 | $0 |
| Rocalon Investment Advisors, LLC | NONE | $57,920 | not reported in the loaded dataset |
| Aprio Llp | NONE | $23,077 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $4,587 | not reported in the loaded dataset |
| Aronson, LLC | NONE | $3,750 | not reported in the loaded dataset |