Nebraska Medicine Retirement Plan - Base And Matching Contributions — Form 5500 plan (Nebraska Medicine)
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, Nebraska Medicine Retirement Plan - Base And Matching Contributions is a benefit plan reported by Nebraska Medicine under EIN 91-1858433 and plan number 004. The latest loaded filing year is 2023. The filing reports 11,160 participants and $805,285,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nebraska Medicine
- EIN
- 91-1858433
- Plan number
- 004
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 11,160
- End-of-year plan assets
- $805,285,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,160 | H, C | 20240929205654NAL0004925633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $805,285,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $805,285,207
- Net assets (BOY)
- $664,378,389
Income & contributions
- Employer contributions
- $51,787,636
- Total contributions
- $51,787,636
- Total income / additions
- $177,387,064
Expenses & distributions
- Benefits paid
- $35,993,935
- Administrative expenses
- $486,311
- Total expenses
- $36,480,246
- Net increase / (decrease)
- $140,906,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $380,274 | $0 | 2023 |
| Gallagher Benefit Services, Inc. | NONE | $69,750 | not reported in the loaded dataset | 2023 |
| Lutz & Company, Pc | NONE | $23,500 | not reported in the loaded dataset | 2023 |
| America First Investment Advisors | NONE | $10,602 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $835 | $9,017 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nebraska Medicine
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Prudential Retirement Insurance And — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Lutz & Company, Pc — Schedule C compensation
- America First Investment Advisors — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation