Plan Snapshot
- Plan Sponsor: Nebraska Medicine
- Sponsor EIN: 911858433
- Sponsor Address: 987400 NEBRASKA MEDICAL CENTER, OMAHA, NE, 68198
- Plan Type: 403(b)
- Total Participants: 10,632
- Total Assets: $751.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 10,632 | $751.3M | $0 | $58.8M |
| 2023 | 9,842 | $642.5M | $0 | $53.1M |
| 2022 | 9,428 | $516.9M | $0 | $49.4M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY | Auditor | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,000
- Estimated Expense Ratio: 0.003% 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 | $484,605 | $46,500 | $86,584 | $25,000 | — |
| 2023 | $472,879 | — | $382,973 | $23,500 | — |
| 2022 | $407,869 | $9,700 | $370,994 | — | $24,000 |