401k Plan data: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN plan

MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 401k Plan overview

Plan Name	MUTUAL OF OMAHA MORTGAGE 401(K) PLAN
Plan identification number	002

MUTUAL OF OMAHA MORTGAGE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUTUAL OF OMAHA MORTGAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: MUTUAL OF OMAHA MORTGAGE, INC.

Employer identification number (EIN): 461728831

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Additional information about MUTUAL OF OMAHA MORTGAGE, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C3282109

More information about MUTUAL OF OMAHA MORTGAGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL OF OMAHA MORTGAGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-08-01

Plan Statistics for MUTUAL OF OMAHA MORTGAGE 401(K) PLAN

401k plan membership statisitcs for MUTUAL OF OMAHA MORTGAGE 401(K) PLAN

Measure Date Value
2023: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,377
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,215
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 223
Total of all active and inactive participants 2023-01-01 1,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 1,440
Number of participants with account balances 2023-01-01 1,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 138
2022: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,540
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,103
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 272
Total of all active and inactive participants 2022-01-01 1,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,375
Number of participants with account balances 2022-01-01 1,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 396
2021: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,270
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,341
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 136
Total of all active and inactive participants 2021-01-01 1,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,477
Number of participants with account balances 2021-01-01 1,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 162
2020: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,213
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,119
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 82
Total of all active and inactive participants 2020-01-01 1,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,201
Number of participants with account balances 2020-01-01 771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 278
2019: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 590
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,119
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 1,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,160
Number of participants with account balances 2019-01-01 739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 100
2018: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 494
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 487
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 22
Total of all active and inactive participants 2018-08-01 509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 509
Number of participants with account balances 2018-08-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 25

Measure	Date	Value
2023: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,377
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,215
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	223
Total of all active and inactive participants	2023-01-01	1,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	1,440
Number of participants with account balances	2023-01-01	1,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	138
2022: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,540
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,103
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	272
Total of all active and inactive participants	2022-01-01	1,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,375
Number of participants with account balances	2022-01-01	1,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	396
2021: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,270
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,341
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	136
Total of all active and inactive participants	2021-01-01	1,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,477
Number of participants with account balances	2021-01-01	1,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	162
2020: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,213
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,119
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	82
Total of all active and inactive participants	2020-01-01	1,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,201
Number of participants with account balances	2020-01-01	771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	278
2019: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	590
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,119
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	1,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,160
Number of participants with account balances	2019-01-01	739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	100
2018: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	494
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	487
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	22
Total of all active and inactive participants	2018-08-01	509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	509
Number of participants with account balances	2018-08-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	25

Financial Data on MUTUAL OF OMAHA MORTGAGE 401(K) PLAN

Measure	Date	Value
2023 : MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$19,468,391
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$6,108,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$5,873,409
Expenses. Certain deemed distributions of participant loans	2023-12-31	$29,664
Value of total corrective distributions	2023-12-31	$86,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$11,707,901
Value of total assets at end of year	2023-12-31	$54,134,743
Value of total assets at beginning of year	2023-12-31	$40,775,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$119,022
Total interest from all sources	2023-12-31	$78,797
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$150,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$150,491
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$6,809,039
Participant contributions at end of year	2023-12-31	$1,832,203
Participant contributions at beginning of year	2023-12-31	$1,231,202
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,585,810
Other income not declared elsewhere	2023-12-31	$6,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$13,359,448
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$54,134,743
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$40,775,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$89,429
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$4,981,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$3,539,685
Interest on participant loans	2023-12-31	$78,797
Value of interest in common/collective trusts at end of year	2023-12-31	$47,321,395
Value of interest in common/collective trusts at beginning of year	2023-12-31	$36,004,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$916,761
Net investment gain or loss from common/collective trusts	2023-12-31	$6,608,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$2,313,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$5,873,409
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2023-12-31	814637885
2022 : MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$4,603,879
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,296,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,104,742
Expenses. Certain deemed distributions of participant loans	2022-12-31	$79,006
Value of total corrective distributions	2022-12-31	$3,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$12,562,848
Value of total assets at end of year	2022-12-31	$40,775,295
Value of total assets at beginning of year	2022-12-31	$41,467,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$109,332
Total interest from all sources	2022-12-31	$48,081
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$129,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$129,090
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$7,565,539
Participant contributions at end of year	2022-12-31	$1,231,202
Participant contributions at beginning of year	2022-12-31	$1,090,601
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,322,644
Other income not declared elsewhere	2022-12-31	$14,584
Administrative expenses (other) incurred	2022-12-31	$109,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-692,234
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$40,775,295
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$41,467,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,539,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,019,318
Interest on participant loans	2022-12-31	$48,081
Value of interest in common/collective trusts at end of year	2022-12-31	$36,004,408
Value of interest in common/collective trusts at beginning of year	2022-12-31	$36,357,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,238,784
Net investment gain or loss from common/collective trusts	2022-12-31	$-6,911,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,674,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,104,742
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
2021 : MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$55,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$18,948,595
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,106,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,962,650
Expenses. Certain deemed distributions of participant loans	2021-12-31	$42,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$14,565,874
Value of total assets at end of year	2021-12-31	$41,467,529
Value of total assets at beginning of year	2021-12-31	$24,680,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$100,401
Total interest from all sources	2021-12-31	$32,719
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$199,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$199,425
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$9,254,128
Participant contributions at end of year	2021-12-31	$1,090,601
Participant contributions at beginning of year	2021-12-31	$548,360
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,695,463
Other income not declared elsewhere	2021-12-31	$5,124
Administrative expenses (other) incurred	2021-12-31	$100,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$16,842,570
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$41,467,529
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,680,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,019,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,162,934
Interest on participant loans	2021-12-31	$32,719
Value of interest in common/collective trusts at end of year	2021-12-31	$36,357,610
Value of interest in common/collective trusts at beginning of year	2021-12-31	$21,968,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$310,360
Net investment gain or loss from common/collective trusts	2021-12-31	$3,835,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,616,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,962,650
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$5,213,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$17,505,786
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,201,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,005,377
Expenses. Certain deemed distributions of participant loans	2020-12-31	$18,632
Value of total corrective distributions	2020-12-31	$120,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$14,062,140
Value of total assets at end of year	2020-12-31	$24,680,010
Value of total assets at beginning of year	2020-12-31	$14,589,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$56,926
Total interest from all sources	2020-12-31	$31,988
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$112,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$112,723
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$8,050,556
Participant contributions at end of year	2020-12-31	$548,360
Participant contributions at beginning of year	2020-12-31	$602,624
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,873,819
Other income not declared elsewhere	2020-12-31	$381
Administrative expenses (other) incurred	2020-12-31	$56,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$15,304,268
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,680,010
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,589,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,162,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,987,483
Interest on participant loans	2020-12-31	$31,988
Value of interest in common/collective trusts at end of year	2020-12-31	$21,968,716
Value of interest in common/collective trusts at beginning of year	2020-12-31	$11,999,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$831,972
Net investment gain or loss from common/collective trusts	2020-12-31	$2,466,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,137,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,005,377
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$98,481
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$13,592,762
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$860,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$818,695
Value of total corrective distributions	2019-12-31	$15,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,223,910
Value of total assets at end of year	2019-12-31	$14,589,622
Value of total assets at beginning of year	2019-12-31	$1,759,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,549
Total interest from all sources	2019-12-31	$17,314
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$57,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$57,354
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$176,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,134,511
Participant contributions at end of year	2019-12-31	$602,624
Participant contributions at beginning of year	2019-12-31	$91,128
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,137,627
Other income not declared elsewhere	2019-12-31	$8,378
Administrative expenses (other) incurred	2019-12-31	$26,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,731,935
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,589,622
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,759,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,987,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$454,568
Interest on participant loans	2019-12-31	$17,314
Value of interest in common/collective trusts at end of year	2019-12-31	$11,999,515
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,213,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$208,202
Net investment gain or loss from common/collective trusts	2019-12-31	$1,077,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,951,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$818,695
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2019-12-31	814637885
2018 : MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,770,279
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$11,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$9,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,892,464
Value of total assets at end of year	2018-12-31	$1,759,206
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,418
Total interest from all sources	2018-12-31	$493
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$17,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$17,053
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$895,226
Participant contributions at end of year	2018-12-31	$91,128
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$657,672
Administrative expenses (other) incurred	2018-12-31	$1,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,759,206
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,759,206
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$454,568
Interest on participant loans	2018-12-31	$493
Value of interest in common/collective trusts at end of year	2018-12-31	$1,213,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-55,504
Net investment gain or loss from common/collective trusts	2018-12-31	$-84,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$339,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$9,655
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No

Form 5500 Responses for MUTUAL OF OMAHA MORTGAGE 401(K) PLAN

2023: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MUTUAL OF OMAHA MORTGAGE 401(K) PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	First time form 5500 has been submitted	Yes
2018-08-01	Submission has been amended	No
2018-08-01	This submission is the final filing	No
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-08-01	Plan is a collectively bargained plan	No
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MUTUAL OF OMAHA MORTGAGE, INC.
Employer identification number (EIN):	461728831
NAIC Classification:	522292
NAIC Description:	Real Estate Credit

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C3282109