2023 Form 5500 filing — Nebraska Bankers Association Benefit Plans
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726082503NAL0010032131001) for Nebraska Bankers Association Benefit Plans, reported by Nebraska Bankers Assn Voluntary Employees Beneficiary Association under EIN 47-6092059 and plan number 501. It reports 4,493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726082503NAL0010032131001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Nebraska Bankers Assn Voluntary Employees Beneficiary Association
- EIN
- 47-6092059
- Plan number
- 501
- Location
- Lincoln, NE
- Participants
- 4,493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,650,163
- Total liabilities (EOY)
- $77,611,552
- Net assets (EOY)
- $7,038,611
- Employer contributions
- $77,727,665
- Total income / additions
- $81,474,573
- Benefits paid
- $83,594,197
- Administrative expenses
- $4,639,619
- Total expenses
- $88,233,816
- Net increase / (decrease)
- -$6,759,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Nebraska | NONE | $2,337,835 | $0 |
| Nebr. Bankers Insurance & Svcs Co | NE BANKERS ASSN. SUBSID. | $1,724,555 | $0 |
| Wellness Partners, LLC | NONE | $104,858 | $0 |
| Partners Health Alliance LLC | NONE | $69,080 | $0 |
| Forvis, Llp | NONE | $44,150 | $0 |
| Agilx, LLC | NONE | $34,250 | $0 |
| Telus Health (Us) Ltd. | NONE | $34,142 | $0 |
| Cline Williams Wright Johnson | NONE | $30,560 | $0 |
| Sbs Cybersecurity, LLC | NONE | $29,667 | $0 |
| Fiducient Advisors LLC | NONE | $26,424 | $0 |