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Plan News & Updates

Keep up with the latest Bloomwell news and plan updates.

Q3 2025 Bloomwell Newsletter
Program Disclosure Statement Supplement (July 18, 2025)
Q2 2025 Bloomwell Newsletter
Program Disclosure Statement Supplement (June 30, 2025)
Q1 2025 Bloomwell Newsletter
Program Disclosure Statement Supplement (April 1, 2025)
Program Disclosure Statement Supplement (January 1, 2025)
Q4 2024 Bloomwell Newsletter
MSRB Notice (December 31, 2024)
Q3 2024 Bloomwell Newsletter
Q2 2024 Bloomwell Newsletter
Q1 2024 Bloomwell Newsletter
Letter/Program Disclosure Statement Supplement (February 15, 2024)
Q4 2023 Bloomwell Newsletter
MSRB Notice (December 31, 2023)
Q3 2023 Bloomwell Newsletter
Q2 2023 Bloomwell Newsletter
Q1 2023 Bloomwell Newsletter
MSRB Notice (December 31, 2022)
Q4 2022 Bloomwell Newsletter
Q3 2022 Bloomwell Newsletter
Program Disclosure Statement Supplement (July 21, 2022)
Q2 2022 Bloomwell Newsletter
Q1 2022 Bloomwell Newsletter
Q4 2021 Bloomwell Newsletter
Program Disclosure Statement Supplement (January 1, 2022)
MSRB Notice (December 31, 2021)
Q3 2021 Bloomwell Newsletter
MSRB Notice (July 23, 2021)
Account Owner Rebranding FAQs
Account Owner Letter
Account Owner Working with a Financial Advisor Rebranding FAQs
Account Owner Working with a Financial Advisor Letter
Registered Investment Advisor Rebranding FAQs
Registered Investment Advisor Letter

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Plan News & Updates

An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities before investing. This and other important information is contained in the fund prospectuses and the Bloomwell 529 Education Savings Plan Program Disclosure Statement (issuer’s official statement), which can be obtained at Bloomwell529.com and should be read carefully before investing. You can lose money by investing in an Investment Option. Each of the Investment Options involves investment risks, which are described in the Program Disclosure Statement.

An investor should consider, before investing, whether the investor’s or beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan. Investors should consult their tax advisor, attorney, and/or other advisor regarding their specific legal, investment, or tax situation.

The Bloomwell 529 Education Savings Plan (the “Plan”) is sponsored by the State of Nebraska, administered by the Nebraska State Treasurer, and the Nebraska Investment Council provides investment oversight. Union Bank and Trust Company serves as Program Manager for the Plan. Union Bank and Trust Company is registered as a municipal advisor with the U.S. Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB). The Plan offers a series of Investment Options within the Nebraska Educational Savings Plan Trust (the “Trust”), which offers other investment options not affiliated with the Plan. The Plan is intended to operate as a qualified tuition program.

Except for any investments made by a Plan participant in the Bank Savings Underlying Investment up to the limit provided by Federal Deposit Insurance Corporation (“FDIC”) insurance, neither the principal contributed to an account, nor earnings thereon, are guaranteed or insured by the State of Nebraska, the Nebraska State Treasurer, the Nebraska Investment Council, the Trust, the Plan, any other state, any agency or instrumentality thereof, Union Bank and Trust Company, the FDIC, or any other entity. Investment returns are not guaranteed. Account owners assume all investment risk, including the potential loss of principal.

NOT FDIC INSURED* NO BANK GUARANTEE MAY LOSE VALUE

(*Except the Bank Savings Underlying Investment)

©2025 Bloomwell 529 Education Savings Plan

Program Disclosure Statement