Omaha National Group Retirement Plan — Form 5500 plan (Omaha National Group, 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, Omaha National Group Retirement Plan is a benefit plan reported by Omaha National Group, Inc. under EIN 81-2982871 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $8,539,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omaha National Group, Inc.
- EIN
- 81-2982871
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $8,539,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241014165934NAL0026775937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,539,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,539,243
- Net assets (BOY)
- $6,077,369
Income & contributions
- Employer contributions
- $641,823
- Participant contributions
- $1,115,370
- Total contributions
- $1,997,960
- Total income / additions
- $3,272,406
Expenses & distributions
- Benefits paid
- $728,949
- Administrative expenses
- $70,597
- Total expenses
- $810,532
- Net increase / (decrease)
- $2,461,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Insurance | TRUST RECORDKEEPER | $57,519 | $0 | 2023 |
| Cambridge Investment Research | ADVISOR | $0 | $17,709 | 2023 |
| Benefit Plans, Inc. | RECORDKEEPER | $13,080 | not reported in the loaded dataset | 2023 |
| Tbs Agency, Inc. | ADVISOR | $0 | $272 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Omaha National Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Nationwide Insurance — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Benefit Plans, Inc. — Schedule C compensation
- Tbs Agency, Inc. — Schedule C compensation