First National Bank Of Omaha Pension Plan — Form 5500 plan (First National Bank Of Omaha)

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, First National Bank Of Omaha Pension Plan is a benefit plan reported by First National Bank Of Omaha under EIN 47-0259043 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,536 participants and $293,818,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First National Bank Of Omaha
EIN
47-0259043
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
3,536
End-of-year plan assets
$293,818,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,536H, C20241015162608NAL0030336081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$293,818,370
Total liabilities (EOY)
$4,245
Net assets (EOY)
$293,814,125
Net assets (BOY)
$277,680,924

Income & contributions

Total contributions
$0
Total income / additions
$34,332,998

Expenses & distributions

Benefits paid
$14,872,895
Administrative expenses
$3,326,902
Total expenses
$18,199,797
Net increase / (decrease)
$16,133,201

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingCONSULTANT$607,374not reported in the loaded dataset2023
Hub International Great PlainsACTUARY$73,880not reported in the loaded dataset2023

Related Form 5500 pages