First National Of Nebraska, Inc. Welfare Benefit Plan — Form 5500 plan (First National Of Nebraska, Inc.)
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 Of Nebraska, Inc. Welfare Benefit Plan is a benefit plan reported by First National Of Nebraska, Inc. under EIN 47-0523079 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,002 participants and $7,008,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First National Of Nebraska, Inc.
- EIN
- 47-0523079
- Plan number
- 501
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 5,002
- End-of-year plan assets
- $7,008,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,002 | H, C | 20241009120350NAL0032588224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,008,494
- Total liabilities (EOY)
- $435,145
- Net assets (EOY)
- $6,573,349
- Net assets (BOY)
- $5,483,547
Income & contributions
- Employer contributions
- $55,790,422
- Participant contributions
- $16,405,165
- Total contributions
- $72,195,587
- Total income / additions
- $72,255,491
Expenses & distributions
- Benefits paid
- $67,526,666
- Administrative expenses
- $3,639,023
- Total expenses
- $71,165,689
- Net increase / (decrease)
- $1,089,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $2,501,542 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | 3RD PARTY SERVICE PROVIDE | $246,084 | not reported in the loaded dataset | 2023 |
| Livongo Health, Inc | 3RD PARTY SERVICE PROVIDE | $201,093 | not reported in the loaded dataset | 2023 |
| Optum Financial Services | 3RD PARTY SERVICE PROVIDE | $131,326 | not reported in the loaded dataset | 2023 |
| Payflex Systems Usa, Inc. | CONTRACT ADMINISTRATOR | $106,312 | not reported in the loaded dataset | 2023 |
| Aetna Behavioral Health | PLAN ADMINISTRATOR | $103,992 | not reported in the loaded dataset | 2023 |
| Jellyvision Lab, Inc. | 3RD PARTY SERVICES | $95,479 | not reported in the loaded dataset | 2023 |
| Aetna Employee Assistance Program | EAP ADMINISTRATOR | $85,190 | not reported in the loaded dataset | 2023 |
| Rxbenefits, Inc. | 3RD PARTY SERVICE | $75,500 | not reported in the loaded dataset | 2023 |
| First National Of Nebraska, Inc. | TRUSTEE | $49,504 | not reported in the loaded dataset | 2023 |
| Lutz & Company, Pc | AUDITOR | $43,001 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First National Of Nebraska, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Aetna Life Insurance Company — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Livongo Health, Inc — Schedule C compensation
- Optum Financial Services — Schedule C compensation
- Payflex Systems Usa, Inc. — Schedule C compensation
- Aetna Behavioral Health — Schedule C compensation
- Jellyvision Lab, Inc. — Schedule C compensation
- Aetna Employee Assistance Program — Schedule C compensation
- Rxbenefits, Inc. — Schedule C compensation
- First National Of Nebraska, Inc. — Schedule C compensation
- Lutz & Company, Pc — Schedule C compensation