Nebraska's Bloomwell 529 Education Savings Plan is issued by the Nebraska Educational Savings Plan Trust and administered by the Nebraska State Treasurer. The plan offers two age-based and two static options including ESG funds, and 17 individual fund options.
- Program typeSavings
- Inception2010, rebranded in 2021
- State agencyNebraska State Treasurer
- Tax deduction
- Program ManagerUnion Bank and Trust Company
- Program distributorUnion Bank and Trust Company
Investment Options
Investors in Bloomwell 529 Education Savings Plan can select from the following investment options. Click on a portfolio name for more information.
Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.
| Portfolio | E.R. | % Equity | 1YR Performance |
|---|---|---|---|
| Age-Based Core 0-2 | 0.19% | 90% | 31.08% |
| Age-Based Core 3-5 | 0.19% | 80% | 28.99% |
| Age-Based Core 6-8 | 0.19% | 70% | 26.65% |
| Age-Based Core 9-10 | 0.19% | 60% | 24.18% |
| Age-Based Core 11-12 | 0.18% | 50% | 21.72% |
| Age-Based Core 13-14 | 0.18% | 40% | 19.32% |
| Age-Based Core 15-16 | 0.18% | 30% | 16.9% |
| Age-Based Core 17-18 | 0.19% | 20% | 14.34% |
| Age-Based Core 19+ | 0.19% | 10% | 11.41% |
| Age-Based Socially Aware 0-2 | 0.31% | 90% | 30.37% |
| Age-Based Socially Aware 3-5 | 0.3% | 80% | 28.54% |
| Age-Based Socially Aware 6-8 | 0.3% | 70.5% | 26.4% |
| Age-Based Socially Aware 9-10 | 0.29% | 60% | 23.93% |
| Age-Based Socially Aware 11-12 | 0.28% | 50% | 21.56% |
| Age-Based Socially Aware 13-14 | 0.27% | 40% | 19.25% |
| Age-Based Socially Aware 15-16 | 0.27% | 30% | 16.87% |
| Age-Based Socially Aware 17-18 | 0.26% | 20% | 14.44% |
| Age-Based Socially Aware 19+ | 0.25% | 10% | 11.51% |
