Plan Snapshot
- Plan Sponsor: Woodmen Of The World Life Insurance Society
- Sponsor EIN: 470339250
- Sponsor Address: 1700 FARNAM STREET 3RD FLOOR, OMAHA, NE, 68102
- Plan Type: 401(k)
- Total Participants: 1,225
- Total Assets: $160.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,225 | $160.4M | $5.8M | $7.8M |
| 2023 | 1,167 | $138.8M | $5.3M | $7.6M |
| 2022 | 1,156 | $111.1M | $4.8M | $7.2M |
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 AND TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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 | $160,441 | — | — | — | — |
| 2023 | $162,506 | — | — | — | — |
| 2022 | $151,377 | — | $151,377 | — | — |