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MUTUAL OF OMAHA INSURANCE COMPANY 401k Plan overview

Plan NameMUTUAL OF OMAHA INSURANCE COMPANY
Plan identification number 507

MUTUAL OF OMAHA INSURANCE COMPANY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

WORKMAN PUBLISHING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:WORKMAN PUBLISHING CO., INC.
Employer identification number (EIN):132598120
NAIC Classification:511130
NAIC Description:Book Publishers

Additional information about WORKMAN PUBLISHING CO., INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1967-11-20
Company Identification Number: 216335
Legal Registered Office Address: 225 VARICK ST.
New York
NEW YORK
United States of America (USA)
10014

More information about WORKMAN PUBLISHING CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL OF OMAHA INSURANCE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072016-05-01WILLIAM JACKSON
5072015-05-01WILLLIAM JACKSON WILLLIAM JACKSON2016-08-02
5072014-05-01WILLLIAM JACKSON WILLLIAM JACKSON2015-07-08
5072013-05-01RICHARD PETRY RICHARD PETRY2014-07-17
5072012-05-01RICHARD PETRY RICHARD PETRY2013-08-21

Plan Statistics for MUTUAL OF OMAHA INSURANCE COMPANY

401k plan membership statisitcs for MUTUAL OF OMAHA INSURANCE COMPANY

Measure Date Value
2016: MUTUAL OF OMAHA INSURANCE COMPANY 2016 401k membership
Total participants, beginning-of-year2016-05-01190
Total number of active participants reported on line 7a of the Form 55002016-05-010
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-010
2015: MUTUAL OF OMAHA INSURANCE COMPANY 2015 401k membership
Total participants, beginning-of-year2015-05-01183
Total number of active participants reported on line 7a of the Form 55002015-05-01193
Total of all active and inactive participants2015-05-01193
Total participants2015-05-01193
2014: MUTUAL OF OMAHA INSURANCE COMPANY 2014 401k membership
Total participants, beginning-of-year2014-05-01181
Total number of active participants reported on line 7a of the Form 55002014-05-01183
Total of all active and inactive participants2014-05-01183
Total participants2014-05-01183
2013: MUTUAL OF OMAHA INSURANCE COMPANY 2013 401k membership
Total participants, beginning-of-year2013-05-01180
Total number of active participants reported on line 7a of the Form 55002013-05-01181
Total of all active and inactive participants2013-05-01181
Total participants2013-05-01181
2012: MUTUAL OF OMAHA INSURANCE COMPANY 2012 401k membership
Total participants, beginning-of-year2012-05-01168
Total number of active participants reported on line 7a of the Form 55002012-05-01180
Total of all active and inactive participants2012-05-01180
Total participants2012-05-01180

Form 5500 Responses for MUTUAL OF OMAHA INSURANCE COMPANY

2016: MUTUAL OF OMAHA INSURANCE COMPANY 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingYes
2016-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – General assets of the sponsorYes
2016-05-01Plan benefit arrangement – General assets of the sponsorYes
2015: MUTUAL OF OMAHA INSURANCE COMPANY 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: MUTUAL OF OMAHA INSURANCE COMPANY 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: MUTUAL OF OMAHA INSURANCE COMPANY 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: MUTUAL OF OMAHA INSURANCE COMPANY 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01First time form 5500 has been submittedYes
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ALAU
Policy instance 1
Insurance contract or identification numberG000ALAU
Number of Individuals Covered193
Insurance policy start date2015-05-01
Insurance policy end date2016-05-01
Total amount of commissions paid to insurance brokerUSD $4,022
Total amount of fees paid to insurance companyUSD $3,608
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $40,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2022
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $4,022
Insurance broker nameCENTERSTONE INS AND FINANCIAL SVCS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ALAU
Policy instance 1
Insurance contract or identification numberG000ALAU
Number of Individuals Covered183
Insurance policy start date2014-05-01
Insurance policy end date2015-05-01
Total amount of commissions paid to insurance brokerUSD $3,935
Total amount of fees paid to insurance companyUSD $3,079
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $38,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1935
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $3,935
Insurance broker nameCENTERSTONE INS AND FINANCIAL SVCS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ALAU
Policy instance 1
Insurance contract or identification numberG000ALAU
Number of Individuals Covered181
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $3,860
Total amount of fees paid to insurance companyUSD $2,920
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1860
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $3,860
Insurance broker nameCENTERSTONE INS AND FINANCIAL SVCS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ALAU
Policy instance 1
Insurance contract or identification numberG000ALAU
Number of Individuals Covered180
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $4,064
Total amount of fees paid to insurance companyUSD $2,628
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,064
Amount paid for insurance broker fees564
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INS AND FINANCIAL SVCS

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