Plan Snapshot
- Plan Sponsor: Mutual Of Omaha Insurance Company
- Sponsor EIN: 470246511
- Sponsor Address: MUTUAL OF OMAHA PLAZA, OMAHA, NE, 68175
- Plan Type: DB
- Total Participants: 325
- Total Assets: $960.4M
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 | 325 | $960.4M | $0 | $0 |
| 2023 | 415 | $979.5M | $0 | $0 |
| 2022 | 504 | $998.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE CO | CONTRACT ADMINISTRATOR | $255,740 | — | $255,740 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $255,740
- Estimated Expense Ratio: 0.027% 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 | $255,740 | — | $255,740 | — | — |
| 2023 | $287,871 | — | $287,871 | — | — |
| 2022 | $265,466 | — | $265,466 | — | — |