Plan Snapshot
- Plan Sponsor: Central States Health & Life Co. Of Omaha
- Sponsor EIN: 470123035
- Sponsor Address: 1212 N. 96TH STREET, OMAHA, NE, 68114
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $52.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 86 | $52.1M | $664,013 | $752,452 |
| 2023 | 92 | $46.1M | $651,717 | $742,468 |
| 2022 | 94 | $51.2M | $685,938 | $788,430 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MCFARLIN & BROKKE, P.C | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $32,211 | — | — | — | — |
| 2023 | $32,446 | — | — | — | — |
| 2022 | $45,388 | — | — | — | — |