Plain-English plan 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 Mortgage 401(K) Plan is a benefit plan reported by Mutual Of Omaha Mortgage, Inc. under EIN 46-1728831 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,377 participants and $54,134,743 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,134,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,134,743
- Net assets (BOY)
- $40,775,295
Income & contributions
- Employer contributions
- $2,313,052
- Participant contributions
- $6,809,039
- Total contributions
- $11,707,901
- Total income / additions
- $19,468,391
Expenses & distributions
- Benefits paid
- $5,873,409
- Administrative expenses
- $119,022
- Total expenses
- $6,108,943
- Net increase / (decrease)
- $13,359,448