# Mutual Of Omaha Insurance Company DB Plan
Source: https://planprovider.pro/companies/mutual-of-omaha-insurance-company-plan-004

> Mutual Of Omaha Insurance Company's DB plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mutual-of-omaha-insurance-company-plan-004)

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