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, Bloom Insurance Agency, LLC Retirement Plan is a benefit plan reported by Bloom Insurance Agency, LLC under EIN 26-0640936 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $7,844,751 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,844,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,844,751
- Net assets (BOY)
- $5,392,067
Income & contributions
- Employer contributions
- $124,257
- Participant contributions
- $1,409,814
- Total contributions
- $1,685,433
- Total income / additions
- $2,835,013
Expenses & distributions
- Benefits paid
- $354,860
- Administrative expenses
- $7,535
- Total expenses
- $382,329
- Net increase / (decrease)
- $2,452,684