Mutual Of Omaha 401k Long-Term Savings 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 401k Long-Term Savings Plan is a benefit plan reported by Mutual Of Omaha Insurance Company under EIN 47-0246511 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,213 participants and $528,185,350 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
005
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
2,213
End-of-year plan assets
$528,185,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,213H, C20241009082724NAL0032208416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$528,185,350
Total liabilities (EOY)
$0
Net assets (EOY)
$528,185,350
Net assets (BOY)
$502,517,369

Income & contributions

Employer contributions
$1,596,397
Participant contributions
$4,781,156
Total contributions
$6,764,187
Total income / additions
$82,065,693

Expenses & distributions

Benefits paid
$56,356,581
Administrative expenses
$2,925
Total expenses
$56,397,712
Net increase / (decrease)
$25,667,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCRECORDKEEPER$35,525$44,8882023
Matrix Financial SolutionsCUSTODIAN$0$18,2902023

Related Form 5500 pages