Original filing (PDF)20241129074034NAL0008690305001

Bloomberg Holding LLC

Name: Bloomberg Holding LLC — Bloomberg Holding LLC SOCA, Form 5500 (2023)
Creator: Bloomberg Holding LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bloomberg Holding LLC SOCA Benefit Plan

Health & welfare plan · Bloomberg Holding LLC's Bloomberg Holding LLC SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Bloomberg Holding LLC's 2023 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bloomberg Holding LLC's EIN is 27-3003071.

EIN 27-3003071

Plan number 501

Plan year 2023

ACK ID 20241129074034NAL0008690305001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bloomberg Holding LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bloomberg Holding LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLOOMBERG HOLDING LLC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score