Plan Snapshot
- Plan Sponsor: First National Of Nebraska, INC.
- Sponsor EIN: 470523079
- Sponsor Address: 1620 DODGE STREET, STOP 3071, OMAHA, NE, 68197
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,552
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,552 | $1.7M | $44.5M | $16.6M |
| 2023 | 4,764 | $7.0M | $55.8M | $16.4M |
| 2022 | 4,776 | $6.0M | $47.9M | $15.7M |
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 |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Recordkeeper | $2,560,497 | — | $2,560,497 |
| LIVONGO HEALTH, INC | Other Service Provider | $182,814 | — | $182,814 |
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $157,013 | — | $157,013 |
| INSPIRA FINANCIAL | Other Service Provider | $127,105 | — | $127,105 |
| AETNA BEHAVIORAL HEALTH | Recordkeeper | $115,731 | — | $115,731 |
| AETNA EMPLOYEE ASSISTANCE PROGRAM | Recordkeeper | $102,977 | — | $102,977 |
| JELLYVISION LAB, INC. | Other Service Provider | $97,168 | — | $97,168 |
| PAYFLEX SYSTEMS USA, INC. | Recordkeeper | $87,455 | — | $87,455 |
| RXBENEFITS, INC. | Other Service Provider | $61,430 | — | $61,430 |
| FIRST NATIONAL OF NEBRASKA, INC. | Custodian / Trustee | $51,685 | — | $51,685 |
| LUTZ & COMPANY, PC | Auditor | $48,277 | — | $48,277 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — Recordkeeper
- LUTZ & COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,592,152
- Estimated Expense Ratio: 207.299% of plan assets
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 | $3,592,151 | — | $3,492,189 | $48,277 | — |
| 2023 | $3,639,023 | — | $3,546,518 | $43,001 | — |
| 2022 | $3,286,587 | — | $3,247,057 | — | $39,530 |