2023 Form 5500 filing — Bloom Insurance Agency, LLC Retirement 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 20241015084108NAL0015999555001) for Bloom Insurance Agency, LLC Retirement Plan, reported by Bloom Insurance Agency, LLC under EIN 26-0640936 and plan number 001. It reports 839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084108NAL0015999555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bloom Insurance Agency, LLC
- EIN
- 26-0640936
- Plan number
- 001
- Location
- Bloomington, IN
- Participants
- 839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,844,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,844,751
- Employer contributions
- $124,257
- Participant contributions
- $1,409,814
- Total income / additions
- $2,835,013
- Benefits paid
- $354,860
- Administrative expenses
- $7,535
- Total expenses
- $382,329
- Net increase / (decrease)
- $2,452,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $7,535 | $0 |