2023 Form 5500 filing — The Bloomberg Bna Health And Welfare 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 20241010081457NAL0019783969001) for The Bloomberg Bna Health And Welfare Plan, reported by Bloomberg Industry Group, Inc. under EIN 53-0040540 and plan number 503. It reports 913 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010081457NAL0019783969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bloomberg Industry Group, Inc.
- EIN
- 53-0040540
- Plan number
- 503
- Location
- Arlington, VA
- Participants
- 913
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,144,111
- Total liabilities (EOY)
- $2,747,124
- Net assets (EOY)
- $8,396,987
- Employer contributions
- $22,458,076
- Participant contributions
- $2,317,068
- Total income / additions
- $26,330,818
- Benefits paid
- $24,649,033
- Administrative expenses
- $48,384
- Total expenses
- $24,697,417
- Net increase / (decrease)
- $1,633,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Group | not reported in the loaded dataset | $415,451 | not reported in the loaded dataset |