2023 Form 5500 filing — Omaha National Group Retirement Plan
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 20241014165934NAL0026775937001) for Omaha National Group Retirement Plan, reported by Omaha National Group, Inc. under EIN 81-2982871 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165934NAL0026775937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omaha National Group, Inc.
- EIN
- 81-2982871
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,539,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,539,243
- Employer contributions
- $641,823
- Participant contributions
- $1,115,370
- Total income / additions
- $3,272,406
- Benefits paid
- $728,949
- Administrative expenses
- $70,597
- Total expenses
- $810,532
- Net increase / (decrease)
- $2,461,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Insurance | TRUST RECORDKEEPER | $57,519 | $0 |
| Cambridge Investment Research | ADVISOR | $0 | $17,709 |
| Benefit Plans, Inc. | RECORDKEEPER | $13,080 | not reported in the loaded dataset |
| Tbs Agency, Inc. | ADVISOR | $0 | $272 |