Bloomberg Industry Group, Inc. 401(K) Plan — Form 5500 plan (Bloomberg Industry Grp)
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, Bloomberg Industry Group, Inc. 401(K) Plan is a benefit plan reported by Bloomberg Industry Grp under EIN 53-0040540 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,325 participants and $408,015,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bloomberg Industry Grp
- EIN
- 53-0040540
- Plan number
- 002
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 2,325
- End-of-year plan assets
- $408,015,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,325 | H, C | 20240801130422NAL0023719489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $408,015,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $408,015,827
- Net assets (BOY)
- $362,643,055
Income & contributions
- Employer contributions
- $10,134,814
- Participant contributions
- $14,747,614
- Total contributions
- $26,846,419
- Total income / additions
- $86,214,900
Expenses & distributions
- Benefits paid
- $43,111,676
- Administrative expenses
- $153,242
- Total expenses
- $43,326,026
- Net increase / (decrease)
- $42,888,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $64,609 | $0 | 2023 |
| Rocalon Investment Advisors, LLC | NONE | $57,920 | not reported in the loaded dataset | 2023 |
| Aprio Llp | NONE | $23,077 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $4,587 | not reported in the loaded dataset | 2023 |
| Aronson, LLC | NONE | $3,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bloomberg Industry Grp
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Rocalon Investment Advisors, LLC — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Aronson, LLC — Schedule C compensation