2023 Form 5500 filing — Nebraska Medicine Retirement Plan - Employee Contributions
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240929210156NAL0004927441001) for Nebraska Medicine Retirement Plan - Employee Contributions, reported by Nebraska Medicine under EIN 91-1858433 and plan number 002. It reports 10,740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929210156NAL0004927441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nebraska Medicine
- EIN
- 91-1858433
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 10,740
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $642,489,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $642,489,948
- Participant contributions
- $53,146,791
- Total income / additions
- $162,143,219
- Benefits paid
- $36,009,440
- Administrative expenses
- $472,879
- Total expenses
- $36,541,486
- Net increase / (decrease)
- $125,601,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $382,976 | $0 |
| Gallagher Benefit Services, Inc. | NONE | $69,750 | not reported in the loaded dataset |
| Lutz & Company, Pc | NONE | $23,500 | not reported in the loaded dataset |