Mutual Of Omaha Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Mutual Of Omaha Insurance Company (EIN 47-0246511) is a plan sponsor located in Omaha, NE with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 47-0246511
- Location
- Omaha, NE
- Loaded plans
- 7
- Total reported participants
- 16,318
- Total reported plan assets (EOY)
- $2,356,493,323
- Plans with financial data
- 3
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Mutual Of Omaha Retirement Income Plan | 004 | 511 | $979,498,835 | 2023 |
| Mutual Of Omaha 401k Retirement Savings Plan | 006 | 6,533 | $848,809,138 | 2023 |
| Mutual Of Omaha 401k Long-Term Savings Plan | 005 | 2,213 | $528,185,350 | 2023 |
| Mutual Of Omaha Welfare Benefit Plan | 501 | 5,874 | not reported in the loaded dataset | 2023 |
| Retiree Group Health Plan | 540 | 565 | not reported in the loaded dataset | 2023 |
| Retired Group Life Ins Plan | 503 | 429 | not reported in the loaded dataset | 2023 |
| Retiree Medical Plan | 502 | 193 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Mutual Of Omaha Welfare Benefit Plan | 5,874 | — | 20240710133502NAL0022919200001 |
| 2023 | Retiree Group Health Plan | 565 | — | 20240719064224NAL0006860145001 |
| 2023 | Retiree Medical Plan | 193 | — | 20240719064421NAL0014549330001 |
| 2023 | Retired Group Life Ins Plan | 429 | — | 20240719064518NAL0011484000001 |
| 2023 | Mutual Of Omaha 401k Long-Term Savings Plan | 2,213 | H, C | 20241009082724NAL0032208416001 |
| 2023 | Mutual Of Omaha 401k Retirement Savings Plan | 6,533 | H, C | 20241009083052NAL0036484642001 |
| 2023 | Mutual Of Omaha Retirement Income Plan | 511 | H, C | 20241010080047NAL0019773217001 |