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  1. Companies/
  2. BLOOMBERG INDUSTRY GROUP, INC.
Sponsor portfolioTH

BLOOMBERG INDUSTRY GROUP, INC.

EIN 53-0040540-computer software-Latest filing 2024
Plans
3
Retirement
2
$759.8M assets
Welfare
1
$358K premiums
Participants
4,554
1801 S BELL ST - ARLINGTON, VA 222024519703-341-3791bloombergindustry.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
3 filings
#002401k-$447.0M - 2,255 part#001TraditionalDB-$312.8M - 1,145 part#503Mixed-$358K - 1,365 lives

Retirement portfolio analytics

2 plans aggregated / $759.8M assets / 3,400 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • GROUP, INC. 401(K) (#002)59%
  • EMPLOYEES RETIREMENT PLAN (#001)41%
Total $759.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE59%
  • (Not disclosed)41%
Total $759.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#002)2,255
  • EMPLOYEES RETIREMENT PLAN (#001)1,145
Total 3,400Click row to drill in

Benefits portfolio analytics

1 plan / $358K premiums / 1,365 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $358K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $22K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN

401k

Assets$447.0M
Participants2,255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BNA EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$312.8M
Participants1,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE BLOOMBERG BNA HEALTH AND WELFARE PLAN

Mixed - RELIANCESTANDARD

Premiums$358K
Covered lives1,365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN401k$447.0M2,2552024
001BNA EMPLOYEES RETIREMENT PLANTraditionalDB$312.8M1,1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE BLOOMBERG BNA HEALTH AND WELFARE PLANMixedRELIANCESTANDARD$358K1,3652024
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