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 Retirement Savings Plan is a benefit plan reported by Mutual Of Omaha Insurance Company under EIN 47-0246511 and plan number 006. The latest loaded filing year is 2023. The filing reports 6,533 participants and $848,809,138 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $848,809,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $848,809,138
- Net assets (BOY)
- $663,686,388
Income & contributions
- Employer contributions
- $39,887,091
- Participant contributions
- $42,090,634
- Total contributions
- $85,866,612
- Total income / additions
- $220,288,600
Expenses & distributions
- Benefits paid
- $34,448,639
- Administrative expenses
- $102,049
- Total expenses
- $35,165,850
- Net increase / (decrease)
- $185,122,750