Lincoln, NE Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lincoln, NE has 314 loaded benefit plan(s) reported by 168 plan sponsor(s), with $14,035,642,496 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 314
- Plan sponsors
- 168
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $14,035,642,496
- Total reported liabilities (EOY)
- $120,041,468
- Total reported net assets (EOY)
- $13,914,107,132
Contributions & income
- Employer contributions
- $323,126,492
- Participant contributions
- $339,304,772
- Total income / additions
- $2,916,618,369
Expenses & distributions
- Benefits paid / distributions
- $726,472,007
- Total expenses
- $747,543,436
- Net increase / (decrease)
- $2,169,074,933
Coverage
- Total reported participants
- 188,682
- Plans with financial statements
- 164
- Plans with provider compensation
- 107
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lincoln, NE plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ameritas Life Insurance Corp Separate Account G | Ameritas Life Insurance Corp | $4,526,810,206 | 2023 |
| Ameritas Life Insurance Corp Separate Account D | Ameritas Life Insurance Corp | $1,692,444,321 | 2023 |
| Bryan Health Retirement Savings Plan | Bryan Health | $800,694,324 | 2023 |
| Ameritas 401(K) Retirement Plan | Ameritas Holding Company | $741,589,085 | 2023 |
| Nelnet 401(K) Plan | Nelnet, Inc. | $674,259,450 | 2023 |
| Ameritas Life Insurance Corp Separate Account G-2 | Ameritas Life Insurance Corp | $429,001,265 | 2023 |
| Ameritas Life Insurance Corp Separate Account G-3 | Ameritas Life Insurance Corp | $399,909,090 | 2023 |
| Duncan Aviation, Inc. 401(K) Retirement Plan | Duncan Aviation, Inc. | $388,762,579 | 2023 |
| Crete Carrier Corporation 401(K) Profit Sharing Plan | Crete Carrier Corporation | $322,387,537 | 2023 |
| Ameritas Pension Plan | Ameritas Holding Company | $257,978,751 | 2023 |
| Union Bank & Trust Company Profit Sharing Plan | Union Bank & Trust Company | $234,206,196 | 2023 |
| Kawasaki Motors Manufacturing Corp., U.S.A. 401(K) Savings Plan | Kawasaki Motors Manufacturing Corp., U.S.A. | $231,651,789 | 2023 |
| Olsson, Inc. 401(K) Profit Sharing Plan | Oei, Inc. | $225,976,324 | 2023 |
| Bryan Health Employees' Retirement Plan | Bryan Health | $198,559,296 | 2023 |
| Commonwealth Holdings, Inc. Employee Stock Ownership Plan | Commonwealth Holdings, Inc. | $147,784,876 | 2023 |
| Assurity Life Insurance Company 401(K) Plan | Assurity Life Insurance Company | $97,344,048 | 2023 |
| Profit Sharing And 401(K) Plan Of Nebco, Inc. | Nebco, Inc. | $92,213,540 | 2023 |
| Farmers Mutual Insurance Company Of Nebraska Employee Retirement Plan | Farmers Mutual Insurance Co. Of Ne | $90,717,835 | 2023 |
| Ameritas Agent 401(K) Retirement Plan | Ameritas Holding Company | $88,665,102 | 2023 |
| Foundation For Educational Services, Inc. 401(K) Plan | Foundation For Educational Services, Inc. | $87,762,939 | 2023 |
| Nebraska Bankers Association Benefit Plans | Nebraska Bankers Assn Voluntary Employees Beneficiary Association | $84,650,163 | 2023 |
| Nebraska Wesleyan University Defined Contribution Retirement Plan | Nebraska Wesleyan University | $84,153,934 | 2023 |
| Akrs Equipment Solutions Inc. 401k Plan | Akrs Equipment Solutions Inc. | $75,518,392 | 2023 |
| Farmers Mutual 401(K) Savings Plan | Farmers Mutual Insurance Co. Of Ne | $70,179,192 | 2023 |
| Sandhills 401(K) Plan | Sandhills Global, Inc. | $69,684,586 | 2023 |
Largest plans in Lincoln → · Lincoln plans by participants → · Lincoln plans with financial data → · Lincoln plans with provider compensation → · $1B+ plans in Lincoln →
Related Form 5500 pages
- All NE Form 5500 filings
- Ameritas Life Insurance Corp Separate Account G (plan 003)
- Ameritas Life Insurance Corp — all reported plans
- Ameritas Life Insurance Corp Separate Account D (plan 001)
- Bryan Health Retirement Savings Plan (plan 002)
- Bryan Health — all reported plans
- Ameritas 401(K) Retirement Plan (plan 333)
- Ameritas Holding Company — all reported plans
- Nelnet 401(K) Plan (plan 001)
- Nelnet, Inc. — all reported plans
- Ameritas Life Insurance Corp Separate Account G-2 (plan 500)
- Ameritas Life Insurance Corp Separate Account G-3 (plan 004)
- Duncan Aviation, Inc. 401(K) Retirement Plan (plan 002)
- Duncan Aviation, Inc. — all reported plans
- Crete Carrier Corporation 401(K) Profit Sharing Plan (plan 001)
- Crete Carrier Corporation — all reported plans
- Ameritas Pension Plan (plan 335)
- Union Bank & Trust Company Profit Sharing Plan (plan 001)
- Union Bank & Trust Company — all reported plans
- Kawasaki Motors Manufacturing Corp., U.S.A. 401(K) Savings Plan (plan 002)
- Kawasaki Motors Manufacturing Corp., U.S.A. — all reported plans
- Olsson, Inc. 401(K) Profit Sharing Plan (plan 001)
- Oei, Inc. — all reported plans
- Bryan Health Employees' Retirement Plan (plan 001)
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan (plan 003)
- Commonwealth Holdings, Inc. — all reported plans
- Methodology
- Data sources