Lincoln, NE Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lincoln, NE has 314 loaded benefit plan(s) reported by 168 plan sponsor(s), with $14,035,642,496 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
314
Plan sponsors
168
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,035,642,496
Total reported liabilities (EOY)
$120,041,468
Total reported net assets (EOY)
$13,914,107,132

Contributions & income

Employer contributions
$323,126,492
Participant contributions
$339,304,772
Total income / additions
$2,916,618,369

Expenses & distributions

Benefits paid / distributions
$726,472,007
Total expenses
$747,543,436
Net increase / (decrease)
$2,169,074,933

Coverage

Total reported participants
188,682
Plans with financial statements
164
Plans with provider compensation
107

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lincoln, NE plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Lincoln, NE
PlanSponsorReported assets (EOY)Year
Ameritas Life Insurance Corp Separate Account GAmeritas Life Insurance Corp$4,526,810,2062023
Ameritas Life Insurance Corp Separate Account DAmeritas Life Insurance Corp$1,692,444,3212023
Bryan Health Retirement Savings PlanBryan Health$800,694,3242023
Ameritas 401(K) Retirement PlanAmeritas Holding Company$741,589,0852023
Nelnet 401(K) PlanNelnet, Inc.$674,259,4502023
Ameritas Life Insurance Corp Separate Account G-2Ameritas Life Insurance Corp$429,001,2652023
Ameritas Life Insurance Corp Separate Account G-3Ameritas Life Insurance Corp$399,909,0902023
Duncan Aviation, Inc. 401(K) Retirement PlanDuncan Aviation, Inc.$388,762,5792023
Crete Carrier Corporation 401(K) Profit Sharing PlanCrete Carrier Corporation$322,387,5372023
Ameritas Pension PlanAmeritas Holding Company$257,978,7512023
Union Bank & Trust Company Profit Sharing PlanUnion Bank & Trust Company$234,206,1962023
Kawasaki Motors Manufacturing Corp., U.S.A. 401(K) Savings PlanKawasaki Motors Manufacturing Corp., U.S.A.$231,651,7892023
Olsson, Inc. 401(K) Profit Sharing PlanOei, Inc.$225,976,3242023
Bryan Health Employees' Retirement PlanBryan Health$198,559,2962023
Commonwealth Holdings, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc.$147,784,8762023
Assurity Life Insurance Company 401(K) PlanAssurity Life Insurance Company$97,344,0482023
Profit Sharing And 401(K) Plan Of Nebco, Inc.Nebco, Inc.$92,213,5402023
Farmers Mutual Insurance Company Of Nebraska Employee Retirement PlanFarmers Mutual Insurance Co. Of Ne$90,717,8352023
Ameritas Agent 401(K) Retirement PlanAmeritas Holding Company$88,665,1022023
Foundation For Educational Services, Inc. 401(K) PlanFoundation For Educational Services, Inc.$87,762,9392023
Nebraska Bankers Association Benefit PlansNebraska Bankers Assn Voluntary Employees Beneficiary Association$84,650,1632023
Nebraska Wesleyan University Defined Contribution Retirement PlanNebraska Wesleyan University$84,153,9342023
Akrs Equipment Solutions Inc. 401k PlanAkrs Equipment Solutions Inc.$75,518,3922023
Farmers Mutual 401(K) Savings PlanFarmers Mutual Insurance Co. Of Ne$70,179,1922023
Sandhills 401(K) PlanSandhills Global, Inc.$69,684,5862023

Related Form 5500 pages