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Original filing (PDF)20251008075632NAL0005537985001
BLOOMBERG INDUSTRY GROUP, INC.
Form 5500
FILING_RECEIVED
THE BLOOMBERG BNA HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
—
Plan assets (EOY)
$12.4M
Net assets (EOY)
$9.8M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "182,940 SEI Institutional Investments S&P 500 Index Class A" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOOMBERG INDUSTRY GROUP, INC..
Plan sponsor
Name
BLOOMBERG INDUSTRY GROUP, INC.
EIN
53-0040540
Address
1801 S BELL ST · ARLINGTON, VA · 222024506
Phone
(703) 341-3791
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $12.2M(98% of reported assets)
Uncategorized
$11.6M
5 holdings
Mutual Funds
$585K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 182,940 SEI Institutional Investments S&P 500 Index Class A | — | — | $3.9M | $3.6M | 29.4% | |
| 290,897 SEI Institutional Investments Trust World Equity Ex-US Fund | — | — | $4.3M | $3.5M | 28.4% | |
| 352,136 SEI Institutional Investments Trust Core Fixed Income Fund | — | — | $3.5M | $3.1M | 24.8% | |
| 115,872 SEI Institutional Investments Trust Small/Mid Cap Equity Fund | — | — | $1.4M | $1.2M | 9.4% | |
| S * 62,926 SEI Emerging Markets Eq Fund Class A | Mutual Funds | — | $720K | $585K | 4.7% | |
| MONEY MARKET FUNDS 218,702 Federated Hermes Government Obligations Fund #07 | — | — | $219K | $219K | 1.8% |