Mutual Of Omaha Retirement Income Plan — Form 5500 plan (Mutual Of Omaha Insurance Company)
Plain-English plan 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, Mutual Of Omaha Retirement Income Plan is a benefit plan reported by Mutual Of Omaha Insurance Company under EIN 47-0246511 and plan number 004. The latest loaded filing year is 2023. The filing reports 511 participants and $979,498,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mutual Of Omaha Insurance Company
- EIN
- 47-0246511
- Plan number
- 004
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 511
- End-of-year plan assets
- $979,498,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 511 | H, C | 20241010080047NAL0019773217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $979,498,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $979,498,835
- Net assets (BOY)
- $998,227,028
Income & contributions
- Total contributions
- $0
- Total income / additions
- $75,059,592
Expenses & distributions
- Benefits paid
- $93,499,914
- Administrative expenses
- $287,871
- Total expenses
- $93,787,785
- Net increase / (decrease)
- -$18,728,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Of Omaha Life Insurance Co | CONTRACT ADMINISTRATOR | $287,871 | $0 | 2023 |