2023 Form 5500 filing — Mutual Of Omaha 401k Long-Term Savings Plan
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 20241009082724NAL0032208416001) for Mutual Of Omaha 401k Long-Term Savings Plan, reported by Mutual Of Omaha Insurance Company under EIN 47-0246511 and plan number 005. It reports 2,213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009082724NAL0032208416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mutual Of Omaha Insurance Company
- EIN
- 47-0246511
- Plan number
- 005
- Location
- Omaha, NE
- Participants
- 2,213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $528,185,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $528,185,350
- Employer contributions
- $1,596,397
- Participant contributions
- $4,781,156
- Total income / additions
- $82,065,693
- Benefits paid
- $56,356,581
- Administrative expenses
- $2,925
- Total expenses
- $56,397,712
- Net increase / (decrease)
- $25,667,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | RECORDKEEPER | $35,525 | $44,888 |
| Matrix Financial Solutions | CUSTODIAN | $0 | $18,290 |