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| Company Name: | BLEAKLEY FINANCIAL GROUP, LLC |
| Employer identification number (EIN): | 472523848 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2008-07-01 | |||||
| Date last seen: 2025-06-30 | |||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-06-19 | ||||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2008-07-01 | |||||
| Date last seen: 2025-11-22 | |||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-07-15 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-12-04 | ||||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-07-01 | |||||
| Date last seen: 2025-06-30 | |||||
| Date | Description |
|---|---|
| 2024-08-27 | 472523848 Change of name detected from BLEAKLEY, SCHWARTZ, COONEY & FINNEY, LLC to BLEAKLEY FINANCIAL GROUP, LLC |
| 2024-07-26 | 472523848 Change of name detected from BLEAKLEY, SCHWARTZ, COONEY & FINNEY, LLC to BLEAKLEY FINANCIAL GROUP, LLC |
| 2024-07-26 | 472523848 Change of plan name detected from BLEAKLEY, SCHWARTZ, COONEY & FINNEY, LLC DENTAL AND VISION PLAN to BLEAKLEY FINANCIAL GROUP LLC DENTAL AND VISION PLAN for plan ID 502 |
| 2024-07-26 | 472523848 Change of plan name detected from BLEAKLEY, SCHWARTZ, COONEY & FINNEY, LLC HEALTH PLAN to BLEAKLEY FINANCIAL GROUP LLC HEALTH PLAN for plan ID 501 |
| 2024-07-26 | 472523848 Change of plan name detected from BLEAKLEY, SCHWARTZ, COONEY & FINNEY, LLC LIFE AND DISABILITY PLAN to BLEAKLEY FINANCIAL GROUP LLC LIFE AND DISABILITY PLAN for plan ID 503 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | BLEAKLEY FINANCIAL GROUP HIGHLY COMPENSATED NON-OWNER EMPLOYEE 401(K) PROFIT SHARING PLAN | 2023-01-01 | 2016-01-01 |
| 001 | BLEAKLEY FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | 2023-01-01 | 1998-05-01 |
| 502 | BLEAKLEY FINANCIAL GROUP LLC DENTAL AND VISION PLAN | 2020-04-01 | 2020-04-01 |
| 501 | BLEAKLEY FINANCIAL GROUP LLC HEALTH PLAN | 2020-04-01 | 2020-04-01 |
| 503 | BLEAKLEY FINANCIAL GROUP LLC LIFE AND DISABILITY PLAN | 2020-04-01 | 2020-04-01 |
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