Nebraska Bankers Association Benefit Plans — Form 5500 plan (Nebraska Bankers Assn Voluntary Employees Beneficiary Association)
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, Nebraska Bankers Association Benefit Plans is a benefit plan reported by Nebraska Bankers Assn Voluntary Employees Beneficiary Association under EIN 47-6092059 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,493 participants and $84,650,163 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nebraska Bankers Assn Voluntary Employees Beneficiary Association
- EIN
- 47-6092059
- Plan number
- 501
- Plan type
- 3
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 4,493
- End-of-year plan assets
- $84,650,163
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,493 | H, C | 20240726082503NAL0010032131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,650,163
- Total liabilities (EOY)
- $77,611,552
- Net assets (EOY)
- $7,038,611
- Net assets (BOY)
- $16,290,684
Income & contributions
- Employer contributions
- $77,727,665
- Total contributions
- $78,431,999
- Total income / additions
- $81,474,573
Expenses & distributions
- Benefits paid
- $83,594,197
- Administrative expenses
- $4,639,619
- Total expenses
- $88,233,816
- Net increase / (decrease)
- -$6,759,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Nebraska | NONE | $2,337,835 | $0 | 2023 |
| Nebr. Bankers Insurance & Svcs Co | NE BANKERS ASSN. SUBSID. | $1,724,555 | $0 | 2023 |
| Wellness Partners, LLC | NONE | $104,858 | $0 | 2023 |
| Partners Health Alliance LLC | NONE | $69,080 | $0 | 2023 |
| Forvis, Llp | NONE | $44,150 | $0 | 2023 |
| Agilx, LLC | NONE | $34,250 | $0 | 2023 |
| Telus Health (Us) Ltd. | NONE | $34,142 | $0 | 2023 |
| Cline Williams Wright Johnson | NONE | $30,560 | $0 | 2023 |
| Sbs Cybersecurity, LLC | NONE | $29,667 | $0 | 2023 |
| Fiducient Advisors LLC | NONE | $26,424 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nebraska Bankers Assn Voluntary Employees Beneficiary Association
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- Blue Cross Blue Shield Of Nebraska — Schedule C compensation
- Nebr. Bankers Insurance & Svcs Co — Schedule C compensation
- Wellness Partners, LLC — Schedule C compensation
- Partners Health Alliance LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Agilx, LLC — Schedule C compensation
- Telus Health (Us) Ltd. — Schedule C compensation
- Cline Williams Wright Johnson — Schedule C compensation
- Sbs Cybersecurity, LLC — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation