Nelnet, Inc. — 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, Nelnet, Inc. (EIN 84-0748903) is a plan sponsor located in Lincoln, NE with 3 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
84-0748903
Location
Lincoln, NE
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$674,259,450
Total reported liabilities (EOY)
$192,118
Total reported net assets (EOY)
$674,067,332

Contributions & income

Employer contributions
$17,785,877
Participant contributions
$33,459,440
Total income / additions
$162,804,551

Expenses & distributions

Benefits paid / distributions
$48,050,717
Total expenses
$48,930,601
Net increase / (decrease)
$113,873,950

Coverage

Total reported participants
24,128
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Nelnet, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Nelnet 401(K) Plan00110,947$674,259,4502023
Nelnet Health And Welfare Benefit Plan5148,069not reported in the loaded dataset2023
Nelnet Severance Plan5105,112not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Nelnet, Inc.
YearPlanParticipantsSchedulesFiling
2023Nelnet Severance Plan5,11220240830083603NAL0014272065001
2023Nelnet Health And Welfare Benefit Plan8,06920240830083721NAL0014673105001
2023Nelnet 401(K) Plan10,947H, C20241003160746NAL0010146113001

Related Form 5500 pages