# Bloomberg Industry Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/bloomberg-industry-group-inc-530040540-503

> Bloomberg Industry Group, INC.'s Health & Welfare plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bloomberg Industry Group, INC.

- **Sponsor EIN:** 530040540

- **Sponsor Address:** 1801 S BELL ST, ARLINGTON, VA, 222024506

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 121

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|121|$12.4M|$26.7M|$2.4M|

| 2023|145|$11.1M|$22.5M|$2.3M|

| 2022|1,277|$9.6M|$21.1M|$2.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| APRIO LLP|Auditor|$27,445|—|$27,445|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,445

- **Estimated Expense Ratio:** 0.222% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$59,071|$16,771|—|$27,445|—|

| 2023|$48,384|$22,464|—|—|—|

| 2022|$70,985|$23,235|—|—|$47,750|

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