Is BAMCO, INC. active?

No — BAMCO, INC. is no longer active. The South Dakota registry lists it as dissolved, as of the 2026-07-17 source snapshot. The status is republished verbatim from the Secretary of State record.

Where is BAMCO, INC. registered?

BAMCO, INC. is registered in South Dakota under company number DB036155, first registered on August 16, 1995.

What type of company is BAMCO, INC.?

BAMCO, INC. is registered as a corporation with the South Dakota Secretary of State.

Who are the owners of BAMCO, INC.?

Public filings name 2 ownership principals for BAMCO, INC.: COLLEEN VANBLARCOM, RICK MARCOVECCHIO. Ownership is drawn from FMCSA beneficial-ownership records and address-verified business-directory listings; it is not a complete cap table.

How many employees does BAMCO, INC. have?

BAMCO, INC. reports a workforce of 100 to 499 employees in its E-Verify enrollment with USCIS, hiring at 0 sites (last updated 21 February 2026). Workforce size is self-reported by the employer at enrollment.

Does BAMCO, INC. offer a 401(k) plan?

Yes — Form 5500 filings with the Department of Labor show BAMCO, INC. sponsors a 401(k) retirement plan. Filings span 2001–2023. Details are in the Form 5500 section above.

Does BAMCO, INC. sponsor H-1B visas?

1 Labor Condition Application (LCAs) filed by BAMCO, INC. appear in the DOL H-1B disclosure data, spanning FY 2011. Each case, job title and offered wage is listed in the H-1B section above.

Does BAMCO, INC. have UCC liens?

No UCC financing statements name BAMCO, INC. as debtor in the indexed state registries.

Is BAMCO, INC. a federal contractor?

BAMCO, INC. appears in 3 federal recipient records (SAM.gov), indicating registration to receive federal awards. Obligation totals are not available for these records.

Does BAMCO, INC. hold any licenses?

30 license and credential records are matched to BAMCO, INC. (26 state, 4 federal). Each license, its type and issuing authority is listed in the Licenses section above.

What is the EIN of BAMCO, INC.?

The Employer Identification Number (EIN) on record for BAMCO, INC. is 411521173.

What public records are linked to BAMCO, INC.?

79 public records are linked to BAMCO, INC.: 1 in Filings, 1 in Permits, 30 in Licenses & authorities, 5 in Loans, 1 in H-1B, 3 in E-Verify, 38 in 401(k) — matched across federal, state and municipal registers by its registered legal names.

Where does this data come from?

Every fact on this profile is republished from official public registers — Secretary of State filings, UCC indexes and federal datasets. Each section names its issuing register and the snapshot Netstate last retrieved (latest: 2026-07-17).

BAMCO, INC. — South Dakota Corporation No. DB036155: Dissolved, 1 filing

BAMCO, INC. is a South Dakota corporation, registered on August 16, 1995. The company has since been marked dissolved on the South Dakota register, is registered under company number DB036155 and carries EIN 411521173. Its E-Verify enrollment reports a workforce of 100 to 499 employees, hiring at 0 sites. Public records for the company include 1 SoS registration, 1 permit, 26 licenses, 3 federal contracts, 5 loan records, 1 H-1B filing, 3 E-Verify records, 4 USDOT records and 38 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.

Legal entity name	BAMCO, INC.
Principal address	193 W LIND CT, NORTH MANKATO, MN, 56003-4302
Registration state	South Dakota
Status	Dissolved
Registered	16 August 1995 (about 31 years ago)
Shareholders	COLLEEN VANBLARCOM, ownerRICK MARCOVECCHIO, owner
Entity type	Corporation
Standing	not compliant
Company number	DB036155
EIN	411521173
LEI	254900YJ5RS1S5HTHE48
Employees (modeled)

Workforce size	100 to 499 employees · updated 21 February 2026

Hiring sites	0 sites

H-1B filings	1 LCA filing, FY 2011

USDOT carrier	USDOT 4385388 (+1 more) · 2 power units · 6 drivers · Intrastate

Registered agent	DOYLE ESTES

Source registry	South Dakota Secretary of State · updated 15 June 2026

Public records	1 SoS registration

Est. revenue (modeled)	$6.2M2023
Federal contractor	Yes · 3 federal recipient records (SAM)
SBA loans	$3.2M · approved amounts

State	Business name	Filed	Registered agent	Officers	Status
South DakotaTHIS	BAMCO, INC.	1995-08-16	DOYLE ESTES	—	Dissolved
Filing ID DB036155 Jurisdiction Domestic · Corporation Principal address — Registered agent DOYLE ESTES510 N CAMBELL ST 104, PO BOX 330, RAPID CITY, SD, 57709-0330 Officers Not reported

State	Permit	Issued	Type	Location	Status
New York	—	2011-10-25	EW	—	ISSUED
bbl 1011340010 bin 1088440 bldg type 2 block 01134 borough MANHATTAN community board 107 dobrundate 2026-08-06T00:00:00.000 expiration date 07/31/2012 filing date 10/25/2011 filing status INITIAL gis census tract 149 gis council district 06 gis latitude 40.77246 gis longitude -73.986107 gis nta name Upper West Side-Lincoln Square house 61 issuance date 10/25/2011 job 120865778 job doc 01 job start date 10/25/2011 job type A2 lot 00010 non profit N owner s business name BAMCO, INC owner s business type PARTNERSHIP owner s first name PATRICK owner s last name PATALINO permit sequence 01 permit si no 2472064 permit status ISSUED permit subtype OT permit type EW permittee s business name SCONDA CANVAS PRODUCTS permittee s first name THERESA permittee s last name ASCOLESE permittee s license 0007739 permittee s license type GC permittee s phone 7322253500 self cert Y site fill NOT APPLICABLE street name AMSTERDAM AVE work type OT zip code 10023 Source: NYC ny DOB permit issuance · document dtx-permits/b0f0eaa009f7ea4bc694c17f

State	License / ID	Type	Issued	Status
New Mexico	30769	Business License - Standard	2018-03-16	On Hold
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2018-03-16T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id 2925AB99-4A1C-4B24-8FAC-617FCEF60411 case number 30769 case status On Hold case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2018-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2018-03-16T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/bcfc60e8d1f29662bd7a34fe
New Mexico	30769	Business License - Standard	2017-03-15	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2017-03-15T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id 35D03D10-97C1-420E-91C8-E046E4EFE559 case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2017-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2017-03-15T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/2fa4b82c6de00824031f1982
New Mexico	30769	Business License - Standard	2016-03-09	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2016-03-09T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id F9266995-B9C4-489B-AF71-B2415B242888 case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2016-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2016-03-09T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/584cc63d627a38175e8a28ed
New Mexico	30769	Business License - Standard	2015-03-12	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2015-03-12T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id 8F6D6C61-D369-45F1-BBE4-8CF330D932FC case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2015-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2015-03-12T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/8a5a5955611a90b06cc9957a
New Mexico	30769	Business License - Standard	2014-03-10	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2014-03-10T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id B5E5007F-02F8-461A-9C17-E4DDBB551D82 case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2014-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2014-03-10T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/eac7e5dd3872146da7b834f1
New Mexico	30769	Business License - Standard	2013-03-08	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2013-03-08T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id 4558A9DD-45E2-40BF-AD4F-5FAC5EEC1ECB case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2013-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2013-03-08T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/ef50945efd0a5d8b33436d95
New Mexico	30769	Business License - Standard	2012-03-08	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2012-03-08T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id 1581500D-E742-4123-AF81-CEF0E5BCC136 case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2012-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2012-03-08T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/7bd21afd0e734be2afcb348e
New Mexico	30769	Business License - Standard	2011-03-02	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2011-03-02T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id 447B8B05-F449-4FF3-8B73-C4DB38511D1D case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2011-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2011-03-02T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/1ab6add010a4d3fc44811907
New Mexico	30769	Business License - Standard	2010-03-15	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2010-03-15T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id 46FE5B98-5C9D-4CBD-BAEF-95BA072BE20A case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2010-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2010-03-15T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/0fe717bb4c8b9408c167cd30
New Mexico	30769	Business License - Standard	2009-03-17	Expired
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504 address display PO BOX 945 87504 apply date 2009-03-17T00:00:00 business id 28E71821-F53C-49BA-8B73-4E00F29AA46E business status Active business type name — case id 4BEA4999-4E2F-4993-B260-43283CC73536 case number 30769 case status Expired case status id — case type Business License - Standard case type id — case workclass Business Registration - Standard case workclass id — closed date — company name BAMCO INC company type name Corporation complete date — dba BAMCO INC description — expected end date — expire date 2009-12-31T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2009-03-17T00:00:00 last audit date — license year — main parcel — module name 8 opened date 1984-03-16T00:00:00 project name — request date — schedule date — start date — tax id — Source: santa fe nm business licenses · document dtx-licenses/9f1e05a01822d2b722ad7002

State

License / ID

Type

Issued

Status

New Mexico

30769

Business License - Standard

2018-03-16

On Hold

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2018-03-16T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

2925AB99-4A1C-4B24-8FAC-617FCEF60411

case number

30769

case status

On Hold

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2018-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2018-03-16T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/bcfc60e8d1f29662bd7a34fe

New Mexico

30769

Business License - Standard

2017-03-15

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2017-03-15T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

35D03D10-97C1-420E-91C8-E046E4EFE559

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2017-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2017-03-15T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/2fa4b82c6de00824031f1982

New Mexico

30769

Business License - Standard

2016-03-09

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2016-03-09T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

F9266995-B9C4-489B-AF71-B2415B242888

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2016-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2016-03-09T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/584cc63d627a38175e8a28ed

New Mexico

30769

Business License - Standard

2015-03-12

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2015-03-12T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

8F6D6C61-D369-45F1-BBE4-8CF330D932FC

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2015-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2015-03-12T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/8a5a5955611a90b06cc9957a

New Mexico

30769

Business License - Standard

2014-03-10

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2014-03-10T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

B5E5007F-02F8-461A-9C17-E4DDBB551D82

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2014-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2014-03-10T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/eac7e5dd3872146da7b834f1

New Mexico

30769

Business License - Standard

2013-03-08

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2013-03-08T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

4558A9DD-45E2-40BF-AD4F-5FAC5EEC1ECB

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2013-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2013-03-08T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/ef50945efd0a5d8b33436d95

New Mexico

30769

Business License - Standard

2012-03-08

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2012-03-08T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

1581500D-E742-4123-AF81-CEF0E5BCC136

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2012-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2012-03-08T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/7bd21afd0e734be2afcb348e

New Mexico

30769

Business License - Standard

2011-03-02

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2011-03-02T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

447B8B05-F449-4FF3-8B73-C4DB38511D1D

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2011-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2011-03-02T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/1ab6add010a4d3fc44811907

New Mexico

30769

Business License - Standard

2010-03-15

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2010-03-15T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

46FE5B98-5C9D-4CBD-BAEF-95BA072BE20A

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2010-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2010-03-15T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/0fe717bb4c8b9408c167cd30

New Mexico

30769

Business License - Standard

2009-03-17

Expired

address

CountryTypeId: 0 · CountryTypeName: US · AddressLine1: PO BOX 945 · AddressTypeName: Mailing · PostalCode: 87504 · IsMain: true · FullAddress: PO BOX 945 87504

address display

PO BOX 945 87504

apply date

2009-03-17T00:00:00

business id

28E71821-F53C-49BA-8B73-4E00F29AA46E

business status

Active

business type name

—

case id

4BEA4999-4E2F-4993-B260-43283CC73536

case number

30769

case status

Expired

case status id

—

case type

Business License - Standard

case type id

—

case workclass

Business Registration - Standard

case workclass id

—

closed date

—

company name

BAMCO INC

company type name

Corporation

complete date

—

dba

BAMCO INC

description

—

expected end date

—

expire date

2009-12-31T00:00:00

final date

—

holder company name

—

holder first name

—

holder last name

—

holder middle name

—

issue date

2009-03-17T00:00:00

last audit date

—

license year

—

main parcel

—

module name

opened date

1984-03-16T00:00:00

project name

—

request date

—

schedule date

—

start date

—

tax id

—

Source: santa fe nm business licenses · document dtx-licenses/9f1e05a01822d2b722ad7002

Amount	Approved	Lender	Jobs	Status
$15,000	2006-05-04	JPMorgan Chase Bank, National Association	—	P I F
approval date 2006-05-04 approval fiscal year 2006 as of date 2026-06-30 bank city Columbus bank fdic number 00628 bank name JPMorgan Chase Bank, National Association bank ncua number — bank state OH bank street 1111 Polaris Pkwy bank zip 43240 borrower city GRANADA HILLS borrower name BAMCO INC borrower state CA borrower street 11700 BALBOA BLVD borrower zip 91344 business age Less than 4 years old but at least 3 business type CORPORATION charge off date — collateral ind N congressional district 25 first disbursement date — fixed or variable interest ind — franchise code — franchise name — gross approval 15000.0 gross charge off amount 0.0 initial interest rate — jobs supported 4.0 loan status P I F location id 0048270 naics code 443111 naics description Household Appliance Stores paid in full date 2010-03-01 processing method SBA Express Program program 7A project county LOS ANGELES project state CA revolver status Y sba district office LOS ANGELES DISTRICT OFFICE sba guaranteed approval 7500.0 sold secondary market ind — term in months 84.0 Source: SBA loans 7a 504 · document sba-7a-504/
$10,200	05/01/2020	Wells Fargo Bank, National Association	3	Paid in Full
borrower address 13799 PARK BLVD 274 borrower city SEMINOLE borrower name BAMCO, INC borrower state FL borrower zip 33776 business age description Existing or more than 2 years old business type Corporation congressional district FL-13 current approval amount 10200 date approved 05/01/2020 debt interest proceed — ethnicity Unknown/NotStated forgiveness amount 10354.54 forgiveness date 11/12/2021 franchise name — gender Unanswered health care proceed — hubzone indicator N initial approval amount 26245 jobs reported 3 lmi indicator N loan number 4217147708 loan status Paid in Full loan status date 12/16/2021 mortgage interest proceed — naics code 999990 non profit — originating lender Wells Fargo Bank, National Association originating lender city SIOUX FALLS originating lender location id 12096 originating lender state SD payroll proceed 10200 processing method PPP project city SEMINOLE project county name PINELLAS project state FL project zip 33776-0001 race Unanswered refinance eidl proceed — rent proceed — rural urban indicator U sba guaranty percentage 100 sba office code 0455 servicing lender address 101 N Philips Ave servicing lender city SIOUX FALLS servicing lender location id 12096 servicing lender name Wells Fargo Bank, National Association servicing lender state SD servicing lender zip 57104-6738 term 24 undisbursed amount 0 utilities proceed — veteran Unanswered Source: SBA PPP loans · document sba-ppp/4217147708
$2,300,000	04/12/2020	TD Bank, National Association	140	Paid in Full
borrower address 30 Baekeland Avenue borrower city MIDDLESEX borrower name BAMCO INC. borrower state NJ borrower zip 08846-2601 business age description Existing or more than 2 years old business type Subchapter S Corporation congressional district NJ-12 current approval amount 2300000 date approved 04/12/2020 debt interest proceed — ethnicity Unknown/NotStated forgiveness amount 2329005.56 forgiveness date 07/21/2021 franchise name — gender Unanswered health care proceed — hubzone indicator N initial approval amount 2300000 jobs reported 140 lmi indicator N loan number 3860827106 loan status Paid in Full loan status date 08/24/2021 mortgage interest proceed — naics code 238390 non profit — originating lender TD Bank, National Association originating lender city WILMINGTON originating lender location id 29805 originating lender state DE payroll proceed 2300000 processing method PPP project city MIDDLESEX project county name MIDDLESEX project state NJ project zip 08846-2601 race Unanswered refinance eidl proceed — rent proceed — rural urban indicator U sba guaranty percentage 100 sba office code 0299 servicing lender address 2035 Limestone Rd servicing lender city WILMINGTON servicing lender location id 29805 servicing lender name TD Bank, National Association servicing lender state DE servicing lender zip 19808-5529 term 24 undisbursed amount 0 utilities proceed — veteran Unanswered Source: SBA PPP loans · document sba-ppp/3860827106
$900,300	04/07/2020	Bremer Bank, National Association	382	Paid in Full
borrower address 193 West Lind Court borrower city MANKATO borrower name BAMCO INC borrower state MN borrower zip 56001-0400 business age description Existing or more than 2 years old business type Subchapter S Corporation congressional district MN-01 current approval amount 900300 date approved 04/07/2020 debt interest proceed — ethnicity Unknown/NotStated forgiveness amount 910215.63 forgiveness date 05/18/2021 franchise name — gender Unanswered health care proceed — hubzone indicator Y initial approval amount 900300 jobs reported 382 lmi indicator Y loan number 6669347001 loan status Paid in Full loan status date 06/11/2021 mortgage interest proceed — naics code 722513 non profit — originating lender Bremer Bank, National Association originating lender city SAINT PAUL originating lender location id 38908 originating lender state MN payroll proceed 900300 processing method PPP project city MANKATO project county name BLUE EARTH project state MN project zip 56001-0400 race Unanswered refinance eidl proceed — rent proceed — rural urban indicator U sba guaranty percentage 100 sba office code 0508 servicing lender address 372 St. Peter St servicing lender city SAINT PAUL servicing lender location id 38908 servicing lender name Bremer Bank, National Association servicing lender state MN servicing lender zip 55102-1302 term 24 undisbursed amount 0 utilities proceed — veteran Unanswered Source: SBA PPP loans · document sba-ppp/6669347001
$11,789	03/31/2021	Midland States Bank	5	Paid in Full
borrower address 13799 Park Blvd borrower city Seminole borrower name BAMCO INC borrower state FL borrower zip 33776-3402 business age description Existing or more than 2 years old business type Corporation congressional district FL-13 current approval amount 11788.92 date approved 03/31/2021 debt interest proceed — ethnicity Unknown/NotStated forgiveness amount 11838.34 forgiveness date 09/09/2021 franchise name — gender Unanswered health care proceed — hubzone indicator N initial approval amount 11788.92 jobs reported 5 lmi indicator N loan number 3370778707 loan status Paid in Full loan status date 10/19/2021 mortgage interest proceed — naics code 551112 non profit — originating lender Midland States Bank originating lender city EFFINGHAM originating lender location id 21299 originating lender state IL payroll proceed 11786.92 processing method PPS project city Seminole project county name PINELLAS project state FL project zip 33776-3402 race Unanswered refinance eidl proceed — rent proceed — rural urban indicator U sba guaranty percentage 100 sba office code 0455 servicing lender address 110 S. 5th St servicing lender city EFFINGHAM servicing lender location id 21299 servicing lender name Midland States Bank servicing lender state IL servicing lender zip 62401-2453 term 60 undisbursed amount 0 utilities proceed 1 veteran Unanswered Source: SBA PPP loans · document sba-ppp/3370778707

Amount

Approved

Lender

Jobs

Status

$15,000

2006-05-04

JPMorgan Chase Bank, National Association

—

P I F

approval date

2006-05-04

approval fiscal year

2006

as of date

2026-06-30

bank city

Columbus

bank fdic number

00628

bank name

JPMorgan Chase Bank, National Association

bank ncua number

—

bank state

bank street

1111 Polaris Pkwy

bank zip

43240

borrower city

GRANADA HILLS

borrower name

BAMCO INC

borrower state

borrower street

11700 BALBOA BLVD

borrower zip

91344

business age

Less than 4 years old but at least 3

business type

CORPORATION

charge off date

—

collateral ind

congressional district

first disbursement date

—

fixed or variable interest ind

—

franchise code

—

franchise name

—

gross approval

15000.0

gross charge off amount

0.0

initial interest rate

—

jobs supported

4.0

loan status

P I F

location id

0048270

naics code

443111

naics description

Household Appliance Stores

paid in full date

2010-03-01

processing method

SBA Express Program

program

project county

LOS ANGELES

project state

revolver status

sba district office

LOS ANGELES DISTRICT OFFICE

sba guaranteed approval

7500.0

sold secondary market ind

—

term in months

84.0

Source: SBA loans 7a 504 · document sba-7a-504/

$10,200

05/01/2020

Wells Fargo Bank, National Association

Paid in Full

borrower address

13799 PARK BLVD 274

borrower city

SEMINOLE

borrower name

BAMCO, INC

borrower state

borrower zip

33776

business age description

Existing or more than 2 years old

business type

Corporation

congressional district

FL-13

current approval amount

10200

date approved

05/01/2020

debt interest proceed

—

ethnicity

Unknown/NotStated

forgiveness amount

10354.54

forgiveness date

11/12/2021

franchise name

—

gender

Unanswered

health care proceed

—

hubzone indicator

initial approval amount

26245

jobs reported

lmi indicator

loan number

4217147708

loan status

Paid in Full

loan status date

12/16/2021

mortgage interest proceed

—

naics code

999990

non profit

—

originating lender

Wells Fargo Bank, National Association

originating lender city

SIOUX FALLS

originating lender location id

12096

originating lender state

payroll proceed

10200

processing method

PPP

project city

SEMINOLE

project county name

PINELLAS

project state

project zip

33776-0001

race

Unanswered

refinance eidl proceed

—

rent proceed

—

rural urban indicator

sba guaranty percentage

100

sba office code

0455

servicing lender address

101 N Philips Ave

servicing lender city

SIOUX FALLS

servicing lender location id

12096

servicing lender name

Wells Fargo Bank, National Association

servicing lender state

servicing lender zip

57104-6738

term

undisbursed amount

utilities proceed

—

veteran

Unanswered

Source: SBA PPP loans · document sba-ppp/4217147708

$2,300,000

04/12/2020

TD Bank, National Association

140

Paid in Full

borrower address

30 Baekeland Avenue

borrower city

MIDDLESEX

borrower name

BAMCO INC.

borrower state

borrower zip

08846-2601

business age description

Existing or more than 2 years old

business type

Subchapter S Corporation

congressional district

NJ-12

current approval amount

2300000

date approved

04/12/2020

debt interest proceed

—

ethnicity

Unknown/NotStated

forgiveness amount

2329005.56

forgiveness date

07/21/2021

franchise name

—

gender

Unanswered

health care proceed

—

hubzone indicator

initial approval amount

2300000

jobs reported

140

lmi indicator

loan number

3860827106

loan status

Paid in Full

loan status date

08/24/2021

mortgage interest proceed

—

naics code

238390

non profit

—

originating lender

TD Bank, National Association

originating lender city

WILMINGTON

originating lender location id

29805

originating lender state

payroll proceed

2300000

processing method

PPP

project city

MIDDLESEX

project county name

MIDDLESEX

project state

project zip

08846-2601

race

Unanswered

refinance eidl proceed

—

rent proceed

—

rural urban indicator

sba guaranty percentage

100

sba office code

0299

servicing lender address

2035 Limestone Rd

servicing lender city

WILMINGTON

servicing lender location id

29805

servicing lender name

TD Bank, National Association

servicing lender state

servicing lender zip

19808-5529

term

undisbursed amount

utilities proceed

—

veteran

Unanswered

Source: SBA PPP loans · document sba-ppp/3860827106

$900,300

04/07/2020

Bremer Bank, National Association

382

Paid in Full

borrower address

193 West Lind Court

borrower city

MANKATO

borrower name

BAMCO INC

borrower state

borrower zip

56001-0400

business age description

Existing or more than 2 years old

business type

Subchapter S Corporation

congressional district

MN-01

current approval amount

900300

date approved

04/07/2020

debt interest proceed

—

ethnicity

Unknown/NotStated

forgiveness amount

910215.63

forgiveness date

05/18/2021

franchise name

—

gender

Unanswered

health care proceed

—

hubzone indicator

initial approval amount

900300

jobs reported

382

lmi indicator

loan number

6669347001

loan status

Paid in Full

loan status date

06/11/2021

mortgage interest proceed

—

naics code

722513

non profit

—

originating lender

Bremer Bank, National Association

originating lender city

SAINT PAUL

originating lender location id

38908

originating lender state

payroll proceed

900300

processing method

PPP

project city

MANKATO

project county name

BLUE EARTH

project state

project zip

56001-0400

race

Unanswered

refinance eidl proceed

—

rent proceed

—

rural urban indicator

sba guaranty percentage

100

sba office code

0508

servicing lender address

372 St. Peter St

servicing lender city

SAINT PAUL

servicing lender location id

38908

servicing lender name

Bremer Bank, National Association

servicing lender state

servicing lender zip

55102-1302

term

undisbursed amount

utilities proceed

—

veteran

Unanswered

Source: SBA PPP loans · document sba-ppp/6669347001

$11,789

03/31/2021

Midland States Bank

Paid in Full

borrower address

13799 Park Blvd

borrower city

Seminole

borrower name

BAMCO INC

borrower state

borrower zip

33776-3402

business age description

Existing or more than 2 years old

business type

Corporation

congressional district

FL-13

current approval amount

11788.92

date approved

03/31/2021

debt interest proceed

—

ethnicity

Unknown/NotStated

forgiveness amount

11838.34

forgiveness date

09/09/2021

franchise name

—

gender

Unanswered

health care proceed

—

hubzone indicator

initial approval amount

11788.92

jobs reported

lmi indicator

loan number

3370778707

loan status

Paid in Full

loan status date

10/19/2021

mortgage interest proceed

—

naics code

551112

non profit

—

originating lender

Midland States Bank

originating lender city

EFFINGHAM

originating lender location id

21299

originating lender state

payroll proceed

11786.92

processing method

PPS

project city

Seminole

project county name

PINELLAS

project state

project zip

33776-3402

race

Unanswered

refinance eidl proceed

—

rent proceed

—

rural urban indicator

sba guaranty percentage

100

sba office code

0455

servicing lender address

110 S. 5th St

servicing lender city

EFFINGHAM

servicing lender location id

21299

servicing lender name

Midland States Bank

servicing lender state

servicing lender zip

62401-2453

term

undisbursed amount

utilities proceed

veteran

Unanswered

Source: SBA PPP loans · document sba-ppp/3370778707

Case	Filed	Job title	Wage	Worksite	Status
I-200-11266-777562	2011-09-23	CHIEF DRAFTER	$51,314/yr	MIDDLESEX	CERTIFIED
case number I-200-11266-777562 case status CERTIFIED decision date 2011-09-29T00:00:00 employer address1 30 BAEKELAND AENUE employer city MIDDLESEX employer name BAMCO INC. employer postal code 8846 employer state NJ employment begin date 2011-10-01T00:00:00 employment end date 2014-09-30T00:00:00 fiscal year 2011 full time position Y job title CHIEF DRAFTER naics code 236115 prevailing wage 51314 pw unit of pay Year received date 2011-09-23T00:00:00 soc code 17-3011 soc title Architectural and Civil Drafters source file H-1B_iCert_LCA_FY2011_Q4 total worker positions 1 visa class H-1B wage rate from 51314 wage rate to 51314 wage unit of pay Year worksite city MIDDLESEX worksite state NJ Source: DOL h1b disclosure · document dol-h1b/I-200-11266-777562

State	Workforce	Hiring sites	Enrolled	Industry	Status
New Jersey	100 to 499	1	5/25/2023	CONSTRUCTION (23)	Open

Minnesota	100 to 499	5	4/24/2018	ACCOMMODATION AND FOOD SERVICES (72)	Terminated

—	100 to 499	0	7/5/2018	ACCOMMODATION AND FOOD SERVICES (72)	Terminated

Employees (modeled)	≈82 · plan year 2023
Est. annual revenue (modeled)	$6.2M
Benefit plans	401(k) plan on file · plan terminated
Filing history	23 plan years filed, 2001–2023
Sponsor EIN	41-1521173

Employees (modeled)

≈82 · plan year 2023

Est. annual revenue (modeled)

$6.2M

Benefit plans

401(k) plan on file · plan terminated

Filing history

23 plan years filed, 2001–2023

Sponsor EIN

41-1521173

Plan year	Employees (est.)	Participants	Plan assets	Revenue (est.)	401(k)
2023	≈82	101 (74 active)	—	$6.2M	401(k)
active participants 74 ein 411521173 employees est 82 employer contrib usd 11645 estimate method v1-uncalibrated-2026-08-17 final filings 1 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2024-03-04 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO, INC. participant contrib usd 56856 payroll est usd 812229 plan assets usd 0 plan count 1 revenue est headcount usd 9608252 revenue est payroll usd 4055060 revenue est usd 6241958 signer name KERI SOLHEID state MN total participants 101 year 2023 Source: DOL Form 5500 series (EBSA) · plan year 2023 · EIN 41-1521173
2022	≈82	91 (74 active)	$2M	$9.8M	401(k)
active participants 74 ein 411521173 employees est 82 employer contrib usd 28987 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2024-02-08 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO, INC. participant contrib usd 139622 payroll est usd 1994600 plan assets usd 1976825 plan count 1 revenue est headcount usd 9608252 revenue est payroll usd 9958063 revenue est usd 9781594 signer name KERI SOLHEID state MN total participants 91 year 2022 Source: DOL Form 5500 series (EBSA) · plan year 2022 · EIN 41-1521173
2021	≈82	91 (74 active)	—	$1.7M	401(k)
active participants 74 ein 411521173 employees est 82 employer contrib usd 921 estimate method v1-uncalibrated-2026-08-17 final filings 1 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2022-03-28 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO, INC. participant contrib usd 4466 payroll est usd 63800 plan assets usd 0 plan count 1 revenue est headcount usd 9608252 revenue est payroll usd 318522 revenue est usd 1749411 signer name KERI SOLHEID state MN total participants 91 year 2021 Source: DOL Form 5500 series (EBSA) · plan year 2021 · EIN 41-1521173
2020	≈99	98 (89 active)	$2.4M	$9.7M	401(k)
active participants 89 ein 411521173 employees est 99 employer contrib usd 29343 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2021-07-07 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO, INC. participant contrib usd 114705 payroll est usd 1638643 plan assets usd 2365543 plan count 1 revenue est headcount usd 11600206 revenue est payroll usd 8180943 revenue est usd 9741695 signer name KERI SOLHEID state MN total participants 98 year 2020 Source: DOL Form 5500 series (EBSA) · plan year 2020 · EIN 41-1521173
2019	≈91	82 (82 active)	$1.9M	$9.1M	401(k)
active participants 82 ein 411521173 employees est 91 employer contrib usd 24948 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2020-05-26 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO, INC. participant contrib usd 110040 payroll est usd 1572000 plan assets usd 1909881 plan count 1 revenue est headcount usd 10662816 revenue est payroll usd 7848228 revenue est usd 9147907 signer name KERI SOLHEID state MN total participants 82 year 2019 Source: DOL Form 5500 series (EBSA) · plan year 2019 · EIN 41-1521173
2018	≈86	104 (77 active)	$1.4M	$8.1M	401(k)
active participants 77 admin name BAMCO INC ein 411521173 employees est 86 employer contrib usd 20952 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2019-07-17 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO INC participant contrib usd 91419 payroll est usd 1305986 plan assets usd 1446133 plan count 1 revenue est headcount usd 10076947 revenue est payroll usd 6520148 revenue est usd 8105750 signer name KERI SOLHEID state MN total participants 104 year 2018 Source: DOL Form 5500 series (EBSA) · plan year 2018 · EIN 41-1521173
2017	≈99	109 (89 active)	$1.5M	$8.5M	401(k)
active participants 89 admin name BAMCO INC ein 411521173 employees est 99 employer contrib usd 19792 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2018-07-25 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO INC participant contrib usd 86581 payroll est usd 1236871 plan assets usd 1529366 plan count 1 revenue est headcount usd 11600206 revenue est payroll usd 6175095 revenue est usd 8463591 signer name KERI SOLHEID state MN total participants 109 year 2017 Source: DOL Form 5500 series (EBSA) · plan year 2017 · EIN 41-1521173
2016	≈106	108 (95 active)	$1.1M	$8.4M	401(k)
active participants 95 admin name BAMCO INC ein 411521173 employees est 106 employer contrib usd 18555 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2017-07-24 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO INC participant contrib usd 80392 payroll est usd 1148457 plan assets usd 1108662 plan count 1 revenue est headcount usd 12420423 revenue est payroll usd 5733685 revenue est usd 8438886 signer name KERI SOLHEID state MN total participants 108 year 2016 Source: DOL Form 5500 series (EBSA) · plan year 2016 · EIN 41-1521173
2015	≈111	129 (100 active)	$793,048	$8.1M	401(k)
active participants 100 admin name BAMCO INC ein 411521173 employees est 111 employer contrib usd 16336 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2016-07-28 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO INC participant contrib usd 70955 payroll est usd 1013643 plan assets usd 793048 plan count 1 revenue est headcount usd 13006292 revenue est payroll usd 5060623 revenue est usd 8112949 signer name KERI SOLHEID state MN total participants 129 year 2015 Source: DOL Form 5500 series (EBSA) · plan year 2015 · EIN 41-1521173
2014	≈131	139 (118 active)	$781,704	$8.1M	401(k)
active participants 118 admin name BAMCO INC ein 411521173 employees est 131 employer contrib usd 13854 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true last received 2015-07-01 naics 445299 naics rpe level 445299 naics rpe usd 117173.8 name BAMCO INC participant contrib usd 60237 payroll est usd 860529 plan assets usd 781704 plan count 1 revenue est headcount usd 15349768 revenue est payroll usd 4296199 revenue est usd 8120693 signer name KERI SOLHEID state MN total participants 139 year 2014 Source: DOL Form 5500 series (EBSA) · plan year 2014 · EIN 41-1521173

Plan year

Employees (est.)

Participants

Plan assets

Revenue (est.)

401(k)

2023

≈82

101 (74 active)

—

$6.2M

401(k)

active participants

ein

411521173

employees est

employer contrib usd

11645

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2024-03-04

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO, INC.

participant contrib usd

56856

payroll est usd

812229

plan assets usd

plan count

revenue est headcount usd

9608252

revenue est payroll usd

4055060

revenue est usd

6241958

signer name

KERI SOLHEID

state

total participants

101

year

2023

Source: DOL Form 5500 series (EBSA) · plan year 2023 · EIN 41-1521173

2022

≈82

91 (74 active)

$2M

$9.8M

401(k)

active participants

ein

411521173

employees est

employer contrib usd

28987

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2024-02-08

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO, INC.

participant contrib usd

139622

payroll est usd

1994600

plan assets usd

1976825

plan count

revenue est headcount usd

9608252

revenue est payroll usd

9958063

revenue est usd

9781594

signer name

KERI SOLHEID

state

total participants

year

2022

Source: DOL Form 5500 series (EBSA) · plan year 2022 · EIN 41-1521173

2021

≈82

91 (74 active)

—

$1.7M

401(k)

active participants

ein

411521173

employees est

employer contrib usd

921

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2022-03-28

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO, INC.

participant contrib usd

4466

payroll est usd

63800

plan assets usd

plan count

revenue est headcount usd

9608252

revenue est payroll usd

318522

revenue est usd

1749411

signer name

KERI SOLHEID

state

total participants

year

2021

Source: DOL Form 5500 series (EBSA) · plan year 2021 · EIN 41-1521173

2020

≈99

98 (89 active)

$2.4M

$9.7M

401(k)

active participants

ein

411521173

employees est

employer contrib usd

29343

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2021-07-07

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO, INC.

participant contrib usd

114705

payroll est usd

1638643

plan assets usd

2365543

plan count

revenue est headcount usd

11600206

revenue est payroll usd

8180943

revenue est usd

9741695

signer name

KERI SOLHEID

state

total participants

year

2020

Source: DOL Form 5500 series (EBSA) · plan year 2020 · EIN 41-1521173

2019

≈91

82 (82 active)

$1.9M

$9.1M

401(k)

active participants

ein

411521173

employees est

employer contrib usd

24948

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2020-05-26

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO, INC.

participant contrib usd

110040

payroll est usd

1572000

plan assets usd

1909881

plan count

revenue est headcount usd

10662816

revenue est payroll usd

7848228

revenue est usd

9147907

signer name

KERI SOLHEID

state

total participants

year

2019

Source: DOL Form 5500 series (EBSA) · plan year 2019 · EIN 41-1521173

2018

≈86

104 (77 active)

$1.4M

$8.1M

401(k)

active participants

admin name

BAMCO INC

ein

411521173

employees est

employer contrib usd

20952

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2019-07-17

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO INC

participant contrib usd

91419

payroll est usd

1305986

plan assets usd

1446133

plan count

revenue est headcount usd

10076947

revenue est payroll usd

6520148

revenue est usd

8105750

signer name

KERI SOLHEID

state

total participants

104

year

2018

Source: DOL Form 5500 series (EBSA) · plan year 2018 · EIN 41-1521173

2017

≈99

109 (89 active)

$1.5M

$8.5M

401(k)

active participants

admin name

BAMCO INC

ein

411521173

employees est

employer contrib usd

19792

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2018-07-25

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO INC

participant contrib usd

86581

payroll est usd

1236871

plan assets usd

1529366

plan count

revenue est headcount usd

11600206

revenue est payroll usd

6175095

revenue est usd

8463591

signer name

KERI SOLHEID

state

total participants

109

year

2017

Source: DOL Form 5500 series (EBSA) · plan year 2017 · EIN 41-1521173

2016

≈106

108 (95 active)

$1.1M

$8.4M

401(k)

active participants

admin name

BAMCO INC

ein

411521173

employees est

106

employer contrib usd

18555

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2017-07-24

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO INC

participant contrib usd

80392

payroll est usd

1148457

plan assets usd

1108662

plan count

revenue est headcount usd

12420423

revenue est payroll usd

5733685

revenue est usd

8438886

signer name

KERI SOLHEID

state

total participants

108

year

2016

Source: DOL Form 5500 series (EBSA) · plan year 2016 · EIN 41-1521173

2015

≈111

129 (100 active)

$793,048

$8.1M

401(k)

active participants

100

admin name

BAMCO INC

ein

411521173

employees est

111

employer contrib usd

16336

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2016-07-28

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO INC

participant contrib usd

70955

payroll est usd

1013643

plan assets usd

793048

plan count

revenue est headcount usd

13006292

revenue est payroll usd

5060623

revenue est usd

8112949

signer name

KERI SOLHEID

state

total participants

129

year

2015

Source: DOL Form 5500 series (EBSA) · plan year 2015 · EIN 41-1521173

2014

≈131

139 (118 active)

$781,704

$8.1M

401(k)

active participants

118

admin name

BAMCO INC

ein

411521173

employees est

131

employer contrib usd

13854

estimate method

v1-uncalibrated-2026-08-17

final filings

first filings

has 401k

true

has pension plan

true

has welfare plan

false

headcount basis

active

headcount suspect

false

is operating employer

true

last received

2015-07-01

naics

445299

naics rpe level

445299

naics rpe usd

117173.8

name

BAMCO INC

participant contrib usd

60237

payroll est usd

860529

plan assets usd

781704

plan count

revenue est headcount usd

15349768

revenue est payroll usd

4296199

revenue est usd

8120693

signer name

KERI SOLHEID

state

total participants

139

year

2014

Source: DOL Form 5500 series (EBSA) · plan year 2014 · EIN 41-1521173

Plan	Plan year	Participants	EIN
BAMCO, INC. PROFIT SHARING PLAN	—	—	—
ack id 20200629145432NAL0006670769001 admin ein — admin name — business code 238300 date received 2020-06-29 filing status FILING_RECEIVED filing year 2019 form type 5500_SF is 401k plan — pension benefit code 2A2E2F2G2J2T3D2K plan effective date 1994-08-01 plan name BAMCO, INC. PROFIT SHARING PLAN plan number 002 plan year begin date 2019-01-01 sponsor address1 30 BAEKELAND AVENUE sponsor address2 — sponsor city MIDDLESEX sponsor dba name — sponsor ein 222706064 sponsor name BAMCO, INC. sponsor phone 7323020889 sponsor state NJ sponsor zip 088462601 tax period 2019-12-31 total assets boy 8543114 total assets eoy 10699007 total participants boy 64 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO INC 401K PROFIT SHARING PLAN	—	—	—
ack id 20190717135029P030017045829001 active participants 77 admin ein 411521173 admin name BAMCO INC business code 445299 date received 2019-07-17 filing status FILING_RECEIVED filing year 2018 form type 5500 pension benefit code 2E2F2G2J2K2T3D3H plan effective date 2001-01-01 plan name BAMCO INC 401K PROFIT SHARING PLAN plan number 001 plan year begin date 2018-01-01 sponsor address1 PO BOX 4007 sponsor address2 — sponsor city MANKATO sponsor dba name — sponsor ein 411521173 sponsor name BAMCO INC sponsor phone 5073451968 sponsor state MN sponsor zip 560024007 tax period 2018-12-31 total participants boy 104 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO INC 401K PROFIT SHARING PLAN	—	—	—
ack id 20100715120228P040028938759001 active participants 101 admin ein 411521173 admin name BAMCO INC business code 445299 date received 2010-07-15 filing status FILING_RECEIVED filing year 2009 form type 5500 pension benefit code 2E2F2G2J2K3D3H2T plan effective date 2001-01-01 plan name BAMCO INC 401K PROFIT SHARING PLAN plan number 001 plan year begin date 2009-01-01 sponsor address1 PO BOX 4007 sponsor address2 — sponsor city MANKATO sponsor dba name — sponsor ein 411521173 sponsor name BAMCO INC sponsor phone 5073451968 sponsor state MN sponsor zip 560024007 tax period 2009-12-31 total participants boy 122 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO INC 401K PROFIT SHARING PLAN	—	—	—
ack id 20170724140238P040055541143001 active participants 95 admin ein 411521173 admin name BAMCO INC business code 445299 date received 2017-07-24 filing status FILING_RECEIVED filing year 2016 form type 5500 pension benefit code 2E2F2G2J2K2T3D3H plan effective date 2001-01-01 plan name BAMCO INC 401K PROFIT SHARING PLAN plan number 001 plan year begin date 2016-01-01 sponsor address1 PO BOX 4007 sponsor address2 — sponsor city MANKATO sponsor dba name — sponsor ein 411521173 sponsor name BAMCO INC sponsor phone 5073451968 sponsor state MN sponsor zip 560024007 tax period 2016-12-31 total participants boy 108 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO, INC. PROFIT SHARING PLAN	—	—	—
ack id 20170727084152P040060030151001 admin ein — admin name — business code 238300 date received 2017-07-27 filing status FILING_RECEIVED filing year 2016 form type 5500_SF is 401k plan — pension benefit code 2A2E2F2G2J2T3D2K plan effective date 1994-08-01 plan name BAMCO, INC. PROFIT SHARING PLAN plan number 002 plan year begin date 2016-01-01 sponsor address1 30 BAEKELAND AVENUE sponsor address2 — sponsor city MIDDLESEX sponsor dba name — sponsor ein 222706064 sponsor name BAMCO, INC. sponsor phone 7323020889 sponsor state NJ sponsor zip 088462601 tax period 2016-12-31 total assets boy 6974141 total assets eoy 7837868 total participants boy 108 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO INC 401K PROFIT SHARING PLAN	—	—	—
ack id 20120625095542P030004243110001 active participants 104 admin ein 411521173 admin name BAMCO INC business code 445299 date received 2012-06-25 filing status FILING_RECEIVED filing year 2011 form type 5500 pension benefit code 2E2F2G2J2K3D3H2T plan effective date 2001-01-01 plan name BAMCO INC 401K PROFIT SHARING PLAN plan number 001 plan year begin date 2011-01-01 sponsor address1 PO BOX 4007 sponsor address2 — sponsor city MANKATO sponsor dba name — sponsor ein 411521173 sponsor name BAMCO INC sponsor phone 5073451968 sponsor state MN sponsor zip 560024007 tax period 2011-12-31 total participants boy 135 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO, INC. PROFIT SHARING PLAN	—	—	—
ack id 20130730102452P030319945379001 admin ein 222706064 admin name BAMCO, INC. business code 238300 date received 2013-07-30 filing status FILING_RECEIVED filing year 2012 form type 5500_SF pension benefit code 2A2E2F2G2J2T3D2K plan effective date 1994-08-01 plan name BAMCO, INC. PROFIT SHARING PLAN plan number 002 plan year begin date 2012-01-01 sponsor address1 30 BAEKELAND AVENUE sponsor address2 — sponsor city MIDDLESEX sponsor dba name — sponsor ein 222706064 sponsor name BAMCO, INC. sponsor phone 7323020889 sponsor state NJ sponsor zip 088462601 tax period 2012-12-31 total assets boy 4116191 total assets eoy 4841142 total participants boy 92 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO, INC. 401(K) PROFIT SHARING PLAN 401(K) PLAN	—	—	—
ack id 20240208165801NAL0004100065001 admin ein — admin name — business code 445299 date received 2024-02-08 filing status FILING_RECEIVED filing year 2022 form type 5500_SF is 401k plan — pension benefit code 2E2J2K2F2G3D3H2T plan effective date 2001-01-01 plan name BAMCO, INC. 401(K) PROFIT SHARING PLAN 401(K) PLAN plan number 001 plan year begin date 2022-01-01 sponsor address1 P O BOX 4007 sponsor address2 — sponsor city MANKATO sponsor dba name — sponsor ein 411521173 sponsor name BAMCO, INC. sponsor phone 5073451968 sponsor state MN sponsor zip 56002 tax period 2022-12-31 total assets boy 2736236 total assets eoy 1976825 total participants boy 91 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN	—	—	—
ack id 20230721145439NAL0010001650001 admin ein — admin name — business code 238300 date received 2023-07-21 filing status FILING_RECEIVED filing year 2022 form type 5500_SF is 401k plan — pension benefit code 2A2E2J2K2F2G3D2T plan effective date 2017-01-01 plan name BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN plan number 003 plan year begin date 2022-01-01 sponsor address1 30 BAEKELAND AVENUE sponsor address2 — sponsor city MIDDLESEX sponsor dba name — sponsor ein 222706064 sponsor name BAMCO, INC. sponsor phone 7323020889 sponsor state NJ sponsor zip 08846 tax period 2022-12-31 total assets boy 1346961 total assets eoy 2964573 total participants boy 95 welfare benefit code — Source: DOL form 5500 · document dol-5500/
BAMCO, INC. PROFIT SHARING PLAN	—	—	—
ack id 20230721145200NAL0009883906001 admin ein — admin name — business code 238300 date received 2023-07-21 filing status FILING_RECEIVED filing year 2022 form type 5500_SF is 401k plan — pension benefit code 2A2E2F2G2J2T3D2K plan effective date 1994-08-01 plan name BAMCO, INC. PROFIT SHARING PLAN plan number 002 plan year begin date 2022-01-01 sponsor address1 30 BAEKELAND AVENUE sponsor address2 — sponsor city MIDDLESEX sponsor dba name — sponsor ein 222706064 sponsor name BAMCO, INC. sponsor phone 7323020889 sponsor state NJ sponsor zip 088462601 tax period 2022-12-31 total assets boy 15223134 total assets eoy 10481817 total participants boy 69 welfare benefit code — Source: DOL form 5500 · document dol-5500/

Plan

Plan year

Participants

EIN

BAMCO, INC. PROFIT SHARING PLAN

—

ack id

20200629145432NAL0006670769001

admin ein

—

admin name

—

business code

238300

date received

2020-06-29

filing status

FILING_RECEIVED

filing year

2019

form type

5500_SF

is 401k plan

—

pension benefit code

2A2E2F2G2J2T3D2K

plan effective date

1994-08-01

plan name

BAMCO, INC. PROFIT SHARING PLAN

plan number

002

plan year begin date

2019-01-01

sponsor address1

30 BAEKELAND AVENUE

sponsor address2

—

sponsor city

MIDDLESEX

sponsor dba name

—

sponsor ein

222706064

sponsor name

BAMCO, INC.

sponsor phone

7323020889

sponsor state

sponsor zip

088462601

tax period

2019-12-31

total assets boy

8543114

total assets eoy

10699007

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO INC 401K PROFIT SHARING PLAN

—

ack id

20190717135029P030017045829001

active participants

admin ein

411521173

admin name

BAMCO INC

business code

445299

date received

2019-07-17

filing status

FILING_RECEIVED

filing year

2018

form type

5500

pension benefit code

2E2F2G2J2K2T3D3H

plan effective date

2001-01-01

plan name

BAMCO INC 401K PROFIT SHARING PLAN

plan number

001

plan year begin date

2018-01-01

sponsor address1

PO BOX 4007

sponsor address2

—

sponsor city

MANKATO

sponsor dba name

—

sponsor ein

411521173

sponsor name

BAMCO INC

sponsor phone

5073451968

sponsor state

sponsor zip

560024007

tax period

2018-12-31

total participants boy

104

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO INC 401K PROFIT SHARING PLAN

—

ack id

20100715120228P040028938759001

active participants

101

admin ein

411521173

admin name

BAMCO INC

business code

445299

date received

2010-07-15

filing status

FILING_RECEIVED

filing year

2009

form type

5500

pension benefit code

2E2F2G2J2K3D3H2T

plan effective date

2001-01-01

plan name

BAMCO INC 401K PROFIT SHARING PLAN

plan number

001

plan year begin date

2009-01-01

sponsor address1

PO BOX 4007

sponsor address2

—

sponsor city

MANKATO

sponsor dba name

—

sponsor ein

411521173

sponsor name

BAMCO INC

sponsor phone

5073451968

sponsor state

sponsor zip

560024007

tax period

2009-12-31

total participants boy

122

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO INC 401K PROFIT SHARING PLAN

—

ack id

20170724140238P040055541143001

active participants

admin ein

411521173

admin name

BAMCO INC

business code

445299

date received

2017-07-24

filing status

FILING_RECEIVED

filing year

2016

form type

5500

pension benefit code

2E2F2G2J2K2T3D3H

plan effective date

2001-01-01

plan name

BAMCO INC 401K PROFIT SHARING PLAN

plan number

001

plan year begin date

2016-01-01

sponsor address1

PO BOX 4007

sponsor address2

—

sponsor city

MANKATO

sponsor dba name

—

sponsor ein

411521173

sponsor name

BAMCO INC

sponsor phone

5073451968

sponsor state

sponsor zip

560024007

tax period

2016-12-31

total participants boy

108

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO, INC. PROFIT SHARING PLAN

—

ack id

20170727084152P040060030151001

admin ein

—

admin name

—

business code

238300

date received

2017-07-27

filing status

FILING_RECEIVED

filing year

2016

form type

5500_SF

is 401k plan

—

pension benefit code

2A2E2F2G2J2T3D2K

plan effective date

1994-08-01

plan name

BAMCO, INC. PROFIT SHARING PLAN

plan number

002

plan year begin date

2016-01-01

sponsor address1

30 BAEKELAND AVENUE

sponsor address2

—

sponsor city

MIDDLESEX

sponsor dba name

—

sponsor ein

222706064

sponsor name

BAMCO, INC.

sponsor phone

7323020889

sponsor state

sponsor zip

088462601

tax period

2016-12-31

total assets boy

6974141

total assets eoy

7837868

total participants boy

108

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO INC 401K PROFIT SHARING PLAN

—

ack id

20120625095542P030004243110001

active participants

104

admin ein

411521173

admin name

BAMCO INC

business code

445299

date received

2012-06-25

filing status

FILING_RECEIVED

filing year

2011

form type

5500

pension benefit code

2E2F2G2J2K3D3H2T

plan effective date

2001-01-01

plan name

BAMCO INC 401K PROFIT SHARING PLAN

plan number

001

plan year begin date

2011-01-01

sponsor address1

PO BOX 4007

sponsor address2

—

sponsor city

MANKATO

sponsor dba name

—

sponsor ein

411521173

sponsor name

BAMCO INC

sponsor phone

5073451968

sponsor state

sponsor zip

560024007

tax period

2011-12-31

total participants boy

135

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO, INC. PROFIT SHARING PLAN

—

ack id

20130730102452P030319945379001

admin ein

222706064

admin name

BAMCO, INC.

business code

238300

date received

2013-07-30

filing status

FILING_RECEIVED

filing year

2012

form type

5500_SF

pension benefit code

2A2E2F2G2J2T3D2K

plan effective date

1994-08-01

plan name

BAMCO, INC. PROFIT SHARING PLAN

plan number

002

plan year begin date

2012-01-01

sponsor address1

30 BAEKELAND AVENUE

sponsor address2

—

sponsor city

MIDDLESEX

sponsor dba name

—

sponsor ein

222706064

sponsor name

BAMCO, INC.

sponsor phone

7323020889

sponsor state

sponsor zip

088462601

tax period

2012-12-31

total assets boy

4116191

total assets eoy

4841142

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO, INC. 401(K) PROFIT SHARING PLAN 401(K) PLAN

—

ack id

20240208165801NAL0004100065001

admin ein

—

admin name

—

business code

445299

date received

2024-02-08

filing status

FILING_RECEIVED

filing year

2022

form type

5500_SF

is 401k plan

—

pension benefit code

2E2J2K2F2G3D3H2T

plan effective date

2001-01-01

plan name

BAMCO, INC. 401(K) PROFIT SHARING PLAN 401(K) PLAN

plan number

001

plan year begin date

2022-01-01

sponsor address1

P O BOX 4007

sponsor address2

—

sponsor city

MANKATO

sponsor dba name

—

sponsor ein

411521173

sponsor name

BAMCO, INC.

sponsor phone

5073451968

sponsor state

sponsor zip

56002

tax period

2022-12-31

total assets boy

2736236

total assets eoy

1976825

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN

—

ack id

20230721145439NAL0010001650001

admin ein

—

admin name

—

business code

238300

date received

2023-07-21

filing status

FILING_RECEIVED

filing year

2022

form type

5500_SF

is 401k plan

—

pension benefit code

2A2E2J2K2F2G3D2T

plan effective date

2017-01-01

plan name

BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN

plan number

003

plan year begin date

2022-01-01

sponsor address1

30 BAEKELAND AVENUE

sponsor address2

—

sponsor city

MIDDLESEX

sponsor dba name

—

sponsor ein

222706064

sponsor name

BAMCO, INC.

sponsor phone

7323020889

sponsor state

sponsor zip

08846

tax period

2022-12-31

total assets boy

1346961

total assets eoy

2964573

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO, INC. PROFIT SHARING PLAN

—

ack id

20230721145200NAL0009883906001

admin ein

—

admin name

—

business code

238300

date received

2023-07-21

filing status

FILING_RECEIVED

filing year

2022

form type

5500_SF

is 401k plan

—

pension benefit code

2A2E2F2G2J2T3D2K

plan effective date

1994-08-01

plan name

BAMCO, INC. PROFIT SHARING PLAN

plan number

002

plan year begin date

2022-01-01

sponsor address1

30 BAEKELAND AVENUE

sponsor address2

—

sponsor city

MIDDLESEX

sponsor dba name

—

sponsor ein

222706064

sponsor name

BAMCO, INC.

sponsor phone

7323020889

sponsor state

sponsor zip

088462601

tax period

2022-12-31

total assets boy

15223134

total assets eoy

10481817

total participants boy

welfare benefit code

—

Source: DOL form 5500 · document dol-5500/

BAMCO, INC.

Contacts

Financials

Industry

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Connections

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Copyrights

FEC

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Frequently asked questions

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