Winnebago Tribe Of Nebraska Commercial Enterprise Retirement Plan — Form 5500 plan (Winnebago Tribe Of Nebraska)
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, Winnebago Tribe Of Nebraska Commercial Enterprise Retirement Plan is a benefit plan reported by Winnebago Tribe Of Nebraska under EIN 47-0489118 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $3,075,024 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.1MPlan net assets, end of year$3,075,024
Participants338Covered participants reported
Assets / participant$9.1KComputed: assets ÷ participants$9,098 (computed)
Provider compensation$5.3K1 Schedule C provider row(s)$5,334
- Plan sponsor
- Winnebago Tribe Of Nebraska
- EIN
- 47-0489118
- Plan number
- 001
- Plan type
- 2
- Location
- Winnebago, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241004121927NAL0012201729001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,075,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,075,024
- Net assets (BOY)
- $2,709,083
Income & contributions
- Employer contributions
- $122,875
- Participant contributions
- $227,266
- Total contributions
- $350,141
- Total income / additions
- $796,822
Expenses & distributions
- Benefits paid
- $400,084
- Administrative expenses
- $30,797
- Total expenses
- $430,881
- Net increase / (decrease)
- $365,941
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $5,334 | $0 | 2023 |