Plan5500

Bna Employees Retirement 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, Bna Employees Retirement Plan is a benefit plan reported by Bloomberg Industry Group, Inc. under EIN 53-0040540 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,179 participants and $309,384,216 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
001
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
1,179
End-of-year plan assets
$309,384,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,179H, C20241015144802NAL0028813761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$309,384,216
Total liabilities (EOY)
$160,000
Net assets (EOY)
$309,224,216
Net assets (BOY)
$294,992,410

Income & contributions

Employer contributions
$3,473,000
Total contributions
$3,473,000
Total income / additions
$41,620,920

Expenses & distributions

Benefits paid
$25,249,881
Administrative expenses
$2,139,233
Total expenses
$27,389,114
Net increase / (decrease)
$14,231,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pncnot reported in the loaded dataset$351,858not reported in the loaded dataset2023
Wtwnot reported in the loaded dataset$115,410not reported in the loaded dataset2023
Aprio Llpnot reported in the loaded dataset$34,000not reported in the loaded dataset2023

Related Form 5500 pages