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
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 &
Trust Company serves as Program Manager for the Plan. 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
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 & Trust Company,
the FDIC, or any other entity. Investment returns are not guaranteed.
Account owners in the Plan assume all investment risk, including the
potential loss of principal.