# Midwest Holding LLC 401(k) Plan
Source: https://planprovider.pro/companies/midwest-holding-inc-401k-plan

> Midwest Holding LLC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Midwest Holding LLC

- **Sponsor EIN:** 200362426

- **Sponsor Address:** 2900 S 70TH ST, LINCOLN, NE, 68506

- **Plan Type:** 401(k)

- **Total Participants:** 131

- **Total Assets:** $6.8M

## 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|131|$6.8M|$1.0M|$988,294|

| 2023|118|$4.1M|$812,515|$777,955|

| 2022|102|$2.6M|$628,470|$592,423|

## 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|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## 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|$3,608|$75|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Blue Cross And Blue Shield Of Nebraska](https://planprovider.pro/companies/blue-cross-and-blue-shield-of-nebraska-plan-001) — 101 participants

- [Central States Health & Life Co. Of Omaha](https://planprovider.pro/companies/central-states-health-life-co-of-omaha-401k-plan) — 86 participants

- [Ameritas Holding Company](https://planprovider.pro/companies/ameritas-holding-company-plan-335) — 217 participants

- [Woodmen Of The World Insurance Society](https://planprovider.pro/companies/woodmen-of-the-world-insurance-society-plan) — 237 participants

- [Physicians Mutual Insurance Company](https://planprovider.pro/companies/physicians-mutual-insurance-company-plan) — 5 participants

- [Mutual Of Omaha Insurance Company](https://planprovider.pro/companies/mutual-of-omaha-insurance-company-401k-plan-005) — 305 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/midwest-holding-inc-401k-plan)

© 2026 PlanProvider.Pro