Bloom Insurance Agency LLC
Plan context: Bloom Insurance Agency LLC Retirement Plan
EIN 26-0640936 • 19 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
979
2024 Assets
$9,956,836
2024 Contributions
$1,943,794
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 979 | $9,956,836 | $1,943,794 | $1,985iApproximate average salary by contribution assumption: employee only about $49,637 at 4% or $33,091 at 6%; with 50% employer match about $33,091 at 4% or $22,061 at 6%; with 100% employer match about $24,819 at 4% or $16,546 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 979 | $9,956,836 | $1,943,794 | $1,985iApproximate average salary by contribution assumption: employee only about $49,637 at 4% or $33,091 at 6%; with 50% employer match about $33,091 at 4% or $22,061 at 6%; with 100% employer match about $24,819 at 4% or $16,546 at 6%. |
| Bloom Insurance Agency LLC Welfare Benefit Plan | - | 869 | - | - | - |
| 2023 | 2 | 886 | $7,844,751 | $1,685,433 | $1,902iApproximate average salary by contribution assumption: employee only about $47,557 at 4% or $31,705 at 6%; with 50% employer match about $31,705 at 4% or $21,137 at 6%; with 100% employer match about $23,779 at 4% or $15,852 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 886 | $7,844,751 | $1,685,433 | $1,902iApproximate average salary by contribution assumption: employee only about $47,557 at 4% or $31,705 at 6%; with 50% employer match about $31,705 at 4% or $21,137 at 6%; with 100% employer match about $23,779 at 4% or $15,852 at 6%. |
| Bloom Insurance Agency LLC Welfare Benefit Plan | - | 859 | - | - | - |
| 2022 | 2 | 763 | $5,392,067 | $1,794,832 | $2,352iApproximate average salary by contribution assumption: employee only about $58,808 at 4% or $39,206 at 6%; with 50% employer match about $39,206 at 4% or $26,137 at 6%; with 100% employer match about $29,404 at 4% or $19,603 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 763 | $5,392,067 | $1,794,832 | $2,352iApproximate average salary by contribution assumption: employee only about $58,808 at 4% or $39,206 at 6%; with 50% employer match about $39,206 at 4% or $26,137 at 6%; with 100% employer match about $29,404 at 4% or $19,603 at 6%. |
| Bloom Insurance Agency LLC Welfare Benefit Plan | - | 708 | - | - | - |
| 2021 | 2 | 501 | $4,497,730 | $863,136 | $1,723iApproximate average salary by contribution assumption: employee only about $43,071 at 4% or $28,714 at 6%; with 50% employer match about $28,714 at 4% or $19,143 at 6%; with 100% employer match about $21,535 at 4% or $14,357 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 293 | $4,497,730 | $863,136 | $2,946iApproximate average salary by contribution assumption: employee only about $73,646 at 4% or $49,098 at 6%; with 50% employer match about $49,098 at 4% or $32,732 at 6%; with 100% employer match about $36,823 at 4% or $24,549 at 6%. |
| Bloom Insurance Agency LLC Welfare Benefit Plan | - | 501 | - | - | - |
| 2020 | 2 | 388 | $3,723,425 | $391,031 | $1,008iApproximate average salary by contribution assumption: employee only about $25,195 at 4% or $16,797 at 6%; with 50% employer match about $16,797 at 4% or $11,198 at 6%; with 100% employer match about $12,598 at 4% or $8,398 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 224 | $3,723,425 | $391,031 | $1,746iApproximate average salary by contribution assumption: employee only about $43,642 at 4% or $29,095 at 6%; with 50% employer match about $29,095 at 4% or $19,396 at 6%; with 100% employer match about $21,821 at 4% or $14,547 at 6%. |
| Bloom Insurance Agency LLC Welfare Benefit Plan | - | 388 | - | - | - |
| 2019 | 2 | 241 | $2,797,723 | $359,516 | $1,492iApproximate average salary by contribution assumption: employee only about $37,294 at 4% or $24,863 at 6%; with 50% employer match about $24,863 at 4% or $16,575 at 6%; with 100% employer match about $18,647 at 4% or $12,431 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 177 | $2,797,723 | $359,516 | $2,031iApproximate average salary by contribution assumption: employee only about $50,779 at 4% or $33,853 at 6%; with 50% employer match about $33,853 at 4% or $22,568 at 6%; with 100% employer match about $25,390 at 4% or $16,926 at 6%. |
| Bloom Insurance Agency LLC Welfare Benefit Plan | - | 241 | - | - | - |
| 2018 | 2 | 162 | $2,052,555 | $278,345 | $1,718iApproximate average salary by contribution assumption: employee only about $42,954 at 4% or $28,636 at 6%; with 50% employer match about $28,636 at 4% or $19,091 at 6%; with 100% employer match about $21,477 at 4% or $14,318 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 162 | $2,052,555 | $278,345 | $1,718iApproximate average salary by contribution assumption: employee only about $42,954 at 4% or $28,636 at 6%; with 50% employer match about $28,636 at 4% or $19,091 at 6%; with 100% employer match about $21,477 at 4% or $14,318 at 6%. |
| Bloom Insurance Agency LLC Welfare Benefit Plan | - | 150 | - | - | - |
| 2017 | 1 | 175 | $2,102,202 | $190,114 | $1,086iApproximate average salary by contribution assumption: employee only about $27,159 at 4% or $18,106 at 6%; with 50% employer match about $18,106 at 4% or $12,071 at 6%; with 100% employer match about $13,580 at 4% or $9,053 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 175 | $2,102,202 | $190,114 | $1,086iApproximate average salary by contribution assumption: employee only about $27,159 at 4% or $18,106 at 6%; with 50% employer match about $18,106 at 4% or $12,071 at 6%; with 100% employer match about $13,580 at 4% or $9,053 at 6%. |
| 2016 | 2 | 179 | $2,157,826 | $221,336 | $1,237iApproximate average salary by contribution assumption: employee only about $30,913 at 4% or $20,609 at 6%; with 50% employer match about $20,609 at 4% or $13,739 at 6%; with 100% employer match about $15,456 at 4% or $10,304 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 179 | $2,157,826 | $221,336 | $1,237iApproximate average salary by contribution assumption: employee only about $30,913 at 4% or $20,609 at 6%; with 50% employer match about $20,609 at 4% or $13,739 at 6%; with 100% employer match about $15,456 at 4% or $10,304 at 6%. |
| Bloom Insurance Agency LLC Welfare Benefit Plan | - | 93 | - | - | - |
| 2015 | 1 | 156 | $2,198,525 | $131,357 | $842iApproximate average salary by contribution assumption: employee only about $21,051 at 4% or $14,034 at 6%; with 50% employer match about $14,034 at 4% or $9,356 at 6%; with 100% employer match about $10,525 at 4% or $7,017 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 156 | $2,198,525 | $131,357 | $842iApproximate average salary by contribution assumption: employee only about $21,051 at 4% or $14,034 at 6%; with 50% employer match about $14,034 at 4% or $9,356 at 6%; with 100% employer match about $10,525 at 4% or $7,017 at 6%. |
| 2014 | 1 | 112 | $2,667,579 | $129,064 | $1,152iApproximate average salary by contribution assumption: employee only about $28,809 at 4% or $19,206 at 6%; with 50% employer match about $19,206 at 4% or $12,804 at 6%; with 100% employer match about $14,404 at 4% or $9,603 at 6%. |
| Bloom Insurance Agency LLC Retirement Plan | - | 112 | $2,667,579 | $129,064 | $1,152iApproximate average salary by contribution assumption: employee only about $28,809 at 4% or $19,206 at 6%; with 50% employer match about $19,206 at 4% or $12,804 at 6%; with 100% employer match about $14,404 at 4% or $9,603 at 6%. |