BLOOMBERG FINANCE LP
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37-1 YoYRank #458 of mapped providers
Assets under administration$223.4B0.3%Market share · rank #66
Fees received$3MMedian $30,111/planSum across Schedule C direct + indirect
Net wins YoY-24 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BLOOMBERG FINANCE LP plan look like?
Service mix · median fees per plan
Count of plans where BLOOMBERG FINANCE LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 13 | $21,688 | |
Other fees; Direct payment from the planCode 50 | 8 | $94,114 | |
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $31,068 | |
Other investment fees and expensesCode 72 | 4 | $13,790 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $228,214 | |
Investment management; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 2 | $85,587 | |
Valuation (appraisals, etc.)Code 34 | 2 | $86,749 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $27,000 |
Competitor overlap
Percent of BLOOMBERG FINANCE LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BLOOMBERG FINANCE LP.
| Sponsor | From | Assets |
|---|---|---|
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | BUCK GLOBAL, LLC | $2.5B |
BLUE CROSS & BLUE SHIELD OF MISSISSIPPI A MUTUAL INSURANCE CO.MS · 640295748-002 | MERCER | $132M |
Plans lost in 2024
Appeared last year under BLOOMBERG FINANCE LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UPTODATE, INC | $16.2B |
SHELL USA, INC.TX · 131299890-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $15.1B |
3M COMPANYMN · 410417775-333 | AON CONSULTING | $12.0B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $102,197 | 10y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $252,321 | 4y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $51,496 | 10y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $269,396 | 7y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $31,801 | 10y | 1 |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $162,327 | 2y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $19,849 | 9y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $406,175 | 10y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | $9.3B | 246,785 | $137,428 | 2y | - |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $50,800 | 8y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (22)
Raw Schedule C names collapsed into BLOOMBERG FINANCE LP.
- BLOOMBERG
- BLOOMBERG BNA
- BLOOMBERG FINANCE
- BLOOMBERG FINANCE , L. P.
- BLOOMBERG FINANCE L.P.
- BLOOMBERG FINANCE LLC
- BLOOMBERG FINANCE LP
- BLOOMBERG FINANCE, L.P.
- BLOOMBERG FINANCE, LP
- BLOOMBERG FINANCE,LP
- BLOOMBERG INDEX SERVICES LIMITED
- BLOOMBERG INDUSTRY GROUP INC
- BLOOMBERG L.P.
- BLOOMBERG LP
- BLOOMBERG LP DBA BLOOMBERG FINANCE
- BLOOMBERG TRADEBOOK EUROPE LIMITED
- BLOOMBERG TRADEBOOK LLC
- BLOOMBERG TRADEBOOK, LLC
- BLOOMBERG, L.P
- BLOOMERG FINANCE LP
- BLOOOMERG FINANCE
- IPATH BLOOMBERG COMMODITY INDEX
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BLOOMBERG FINANCE LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 8.11% | 1.71% | +6.39 pp |
| Failed to provide benefit | 1 | 2.70% | 0.14% | +2.56 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BLOOMBERG FINANCE LP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent