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Sponsor portfolioTH

BLOOMBERG INDUSTRY GROUP, INC.

EIN 53-0040540-computer software-Latest filing 2025
Plans
3
Retirement
2
$806.1M assets
Welfare
1
$358K premiums
Participants
4,575
1801 S BELL ST, ATTN BENEFITSDEPARTMENT - ARLINGTON, VA 222024519703-341-2020bloombergindustry.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
3 filings
#002401k-$493.3M - 2,276 part#001TraditionalDB-$312.8M - 1,145 part#503Mixed-$358K - 1,365 lives

Retirement portfolio analytics

2 plans aggregated / $806.1M assets / 3,421 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • GROUP, INC. 401(K) (#002)61%
  • EMPLOYEES RETIREMENT PLAN (#001)39%
Total $806.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE61%
  • (Not disclosed)39%
Total $806.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#002)2,276
  • EMPLOYEES RETIREMENT PLAN (#001)1,145
Total 3,421Click 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$493.3M
Participants2,276
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$493.3M2,2762025
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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