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  2. BLOOMBERG L.P.
Sponsor portfolioTH

BLOOMBERG L.P.

EIN 13-3417984-financial services-Latest filing 2024
Plans
2
Retirement
1
$5.73B assets
Welfare
1
$18.6M premiums
Participants
34,286
731 LEXINGTON AVE - NEW YORK, NY 10022212-617-2000bloomberg.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
2 filings
#001401k-$5.73B - 20,110 part#501Fully Insured-$18.6M - 25,105 lives

Benefits portfolio analytics

1 plan / $18.6M premiums / 25,105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$7.7M
  • Short-term disability$6.4M
  • Long-term disability$6.4M
  • Vision$4.2M
  • Health$2.2M
  • Dental$2.2M
  • +1 more
Total $18.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • SECURIAN LIFE INSURANCE COMPANY41%
  • HARTFORD LIFE AND ACCIDENT35%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • +1 more
Total $18.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • AMERICAN BENEFITS CONSULTING LLC66%
  • AMERICAN BENEFITS & COMP SYSTEMS34%
Total $529K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLOOMBERG L.P. 401(K) PLAN

401k

Assets$5.73B
Participants20,110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLOOMBERG L.P. HEALTH AND WELFARE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$18.6M
Covered lives25,105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLOOMBERG L.P. 401(K) PLAN401k$5.73B20,1102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLOOMBERG L.P. HEALTH AND WELFARE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$18.6M25,1052024
Retirement plans
Welfare plans
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