2023 Form 5500 filing — First National Of Nebraska, Inc. Welfare Benefit 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 20241009120350NAL0032588224001) for First National Of Nebraska, Inc. Welfare Benefit Plan, reported by First National Of Nebraska, Inc. under EIN 47-0523079 and plan number 501. It reports 5,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120350NAL0032588224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First National Of Nebraska, Inc.
- EIN
- 47-0523079
- Plan number
- 501
- Location
- Omaha, NE
- Participants
- 5,002
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,008,494
- Total liabilities (EOY)
- $435,145
- Net assets (EOY)
- $6,573,349
- Employer contributions
- $55,790,422
- Participant contributions
- $16,405,165
- Total income / additions
- $72,255,491
- Benefits paid
- $67,526,666
- Administrative expenses
- $3,639,023
- Total expenses
- $71,165,689
- Net increase / (decrease)
- $1,089,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $2,501,542 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | 3RD PARTY SERVICE PROVIDE | $246,084 | not reported in the loaded dataset |
| Livongo Health, Inc | 3RD PARTY SERVICE PROVIDE | $201,093 | not reported in the loaded dataset |
| Optum Financial Services | 3RD PARTY SERVICE PROVIDE | $131,326 | not reported in the loaded dataset |
| Payflex Systems Usa, Inc. | CONTRACT ADMINISTRATOR | $106,312 | not reported in the loaded dataset |
| Aetna Behavioral Health | PLAN ADMINISTRATOR | $103,992 | not reported in the loaded dataset |
| Jellyvision Lab, Inc. | 3RD PARTY SERVICES | $95,479 | not reported in the loaded dataset |
| Aetna Employee Assistance Program | EAP ADMINISTRATOR | $85,190 | not reported in the loaded dataset |
| Rxbenefits, Inc. | 3RD PARTY SERVICE | $75,500 | not reported in the loaded dataset |
| First National Of Nebraska, Inc. | TRUSTEE | $49,504 | not reported in the loaded dataset |
| Lutz & Company, Pc | AUDITOR | $43,001 | not reported in the loaded dataset |