# Nebraska Bankers Assn Voluntary Employees Beneficiary Association 401(k) Plan
Source: https://planprovider.pro/companies/nebraska-bankers-assn-voluntary-employees-beneficiary-association-476092059-501

> Nebraska Bankers Assn Voluntary Employees Beneficiary Association's 401(k) plan: 4,614 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nebraska Bankers Assn Voluntary Employees Beneficiary Association

- **Sponsor EIN:** 476092059

- **Sponsor Address:** P.O. BOX 80008, LINCOLN, NE, 685010008

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

- **Plan Number:** 501

- **Total Participants:** 4,614

- **Total Assets:** $73.6M

## 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|4,614|$73.6M|$81.1M|$0|

| 2023|4,553|$84.7M|$77.7M|$0|

| 2022|2,437|$53.9M|$42.9M|$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|

| BLUE CROSS BLUE SHIELD OF NEBRASKA|Other Service Provider|$2,400,130|—|$2,400,130|

| NEBR. BANKERS INSURANCE & SVCS CO|Other Service Provider|$1,793,500|—|$1,793,500|

| WELLNESS PARTNERS, LLC|Other Service Provider|$494,864|—|$494,864|

| CONTINUUM EAP|Other Service Provider|$118,750|—|$118,750|

| PARTNERS HEALTH ALLIANCE LLC|Other Service Provider|$114,048|—|$114,048|

| GALLAGHER BENEFIT SERVICES, INC.|Investment Advisor|$107,500|—|$107,500|

| CLINE WILLIAMS WRIGHT JOHNSON|Other Service Provider|$106,552|—|$106,552|

| FIDUCIENT ADVISORS LLC|Other Service Provider|$45,512|—|$45,512|

| FORVIS MAZARS, LLP|Other Service Provider|$34,225|—|$34,225|

| NAVIA BENEFIT SOLUTIONS|Other Service Provider|$29,631|—|$29,631|

| SBS CYBERSECURITY, LLC|Other Service Provider|$27,736|—|$27,736|

| AGILX, LLC|Other Service Provider|$22,813|—|$22,813|

| TELUS HEALTH (US) LTD.|Other Service Provider|$21,330|—|$21,330|

### Verified Provider Profiles

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

- [GALLAGHER BENEFIT SERVICES, INC.](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,316,591

- **Estimated Expense Ratio:** 7.222% 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|$4,869,167|$45,512|$4,285,926|$34,225|—|

| 2023|$4,639,619|$26,424|$4,162,693|$44,150|—|

| 2022|$2,512,072|—|$2,267,737|—|$180,611|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nebraska-bankers-assn-voluntary-employees-beneficiary-association-476092059-501)

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