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MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 401k Plan overview

Plan NameMUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
Plan identification number 005

MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

MUTUAL OF OMAHA INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MUTUAL OF OMAHA INSURANCE COMPANY
Employer identification number (EIN):470246511
NAIC Classification:524140

Additional information about MUTUAL OF OMAHA INSURANCE COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0087163

More information about MUTUAL OF OMAHA INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01ROBERT FOLEY ROBERT FOLEY2018-10-08
0052016-01-01ROBERT FOLEY ROBERT FOLEY2017-10-10
0052015-01-01ROBERT FOLEY ROBERT FOLEY2016-10-07
0052014-01-01ROBERT FOLEY ROBERT FOLEY2015-10-02
0052013-01-01ROBERT FOLEY
0052012-01-01ROBERT FOLEY
0052011-01-01ROBERT FOLEY
0052010-01-01ROBERT FOLEY
0052009-01-01ROBERT FOLEY

Plan Statistics for MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN

401k plan membership statisitcs for MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN

Measure Date Value
2023: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,213
Total number of active participants reported on line 7a of the Form 55002023-01-01335
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,665
Total of all active and inactive participants2023-01-012,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-012,006
Number of participants with account balances2023-01-012,006
2022: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,393
Total number of active participants reported on line 7a of the Form 55002022-01-01459
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,750
Total of all active and inactive participants2022-01-012,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,213
Number of participants with account balances2022-01-012,213
2021: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,533
Total number of active participants reported on line 7a of the Form 55002021-01-01542
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,842
Total of all active and inactive participants2021-01-012,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-012,393
Number of participants with account balances2021-01-012,393
2020: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,718
Total number of active participants reported on line 7a of the Form 55002020-01-01647
Number of other retired or separated participants entitled to future benefits2020-01-011,882
Total of all active and inactive participants2020-01-012,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,533
Number of participants with account balances2020-01-012,533
2019: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,977
Total number of active participants reported on line 7a of the Form 55002019-01-01727
Number of other retired or separated participants entitled to future benefits2019-01-011,986
Total of all active and inactive participants2019-01-012,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-012,718
Number of participants with account balances2019-01-012,713
2018: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,352
Total number of active participants reported on line 7a of the Form 55002018-01-015,523
Number of other retired or separated participants entitled to future benefits2018-01-012,145
Total of all active and inactive participants2018-01-017,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-017,673
Number of participants with account balances2018-01-017,003
2017: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,100
Total number of active participants reported on line 7a of the Form 55002017-01-015,233
Number of other retired or separated participants entitled to future benefits2017-01-012,114
Total of all active and inactive participants2017-01-017,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-017,352
Number of participants with account balances2017-01-016,651
2016: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,869
Total number of active participants reported on line 7a of the Form 55002016-01-015,050
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,049
Total of all active and inactive participants2016-01-017,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-017,100
Number of participants with account balances2016-01-016,099
2015: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,545
Total number of active participants reported on line 7a of the Form 55002015-01-014,847
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,016
Total of all active and inactive participants2015-01-016,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-016,869
Number of participants with account balances2015-01-015,874
2014: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,399
Total number of active participants reported on line 7a of the Form 55002014-01-014,535
Number of other retired or separated participants entitled to future benefits2014-01-011,988
Total of all active and inactive participants2014-01-016,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-016,545
Number of participants with account balances2014-01-015,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,954
Total number of active participants reported on line 7a of the Form 55002013-01-014,402
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,969
Total of all active and inactive participants2013-01-016,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0128
Total participants2013-01-016,399
Number of participants with account balances2013-01-015,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,409
Total number of active participants reported on line 7a of the Form 55002012-01-013,960
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,974
Total of all active and inactive participants2012-01-015,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0120
Total participants2012-01-015,954
Number of participants with account balances2012-01-015,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,723
Total number of active participants reported on line 7a of the Form 55002011-01-014,446
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,942
Total of all active and inactive participants2011-01-016,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-016,409
Number of participants with account balances2011-01-015,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,777
Total number of active participants reported on line 7a of the Form 55002010-01-014,717
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,985
Total of all active and inactive participants2010-01-016,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0121
Total participants2010-01-016,723
Number of participants with account balances2010-01-015,943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,179
Total number of active participants reported on line 7a of the Form 55002009-01-014,782
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,977
Total of all active and inactive participants2009-01-016,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0118
Total participants2009-01-016,777
Number of participants with account balances2009-01-015,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN

Measure Date Value
2023 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$82,065,693
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$56,397,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$56,356,581
Expenses. Certain deemed distributions of participant loans2023-12-31$38,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,764,187
Value of total assets at end of year2023-12-31$528,185,350
Value of total assets at beginning of year2023-12-31$502,517,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,925
Total interest from all sources2023-12-31$3,522,392
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,781,156
Participant contributions at end of year2023-12-31$922,224
Participant contributions at beginning of year2023-12-31$1,243,610
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$386,634
Total non interest bearing cash at end of year2023-12-31$6,147
Total non interest bearing cash at beginning of year2023-12-31$3,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$25,667,981
Value of net assets at end of year (total assets less liabilities)2023-12-31$528,185,350
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$502,517,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$409,853,092
Value of interest in pooled separate accounts at beginning of year2023-12-31$369,052,542
Interest on participant loans2023-12-31$52,762
Interest earned on other investments2023-12-31$3,469,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$117,403,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$132,218,116
Net investment gain/loss from pooled separate accounts2023-12-31$71,779,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,596,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$56,356,581
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EIDE BAILLY LLP
Accountancy firm EIN2023-12-31450250958
2022 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-74,444,941
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$47,529,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$47,495,342
Expenses. Certain deemed distributions of participant loans2022-12-31$31,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,177,546
Value of total assets at end of year2022-12-31$502,517,369
Value of total assets at beginning of year2022-12-31$624,491,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,175
Total interest from all sources2022-12-31$3,178,456
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,349,732
Participant contributions at end of year2022-12-31$1,243,610
Participant contributions at beginning of year2022-12-31$1,658,412
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$264
Administrative expenses (other) incurred2022-12-31$3,175
Total non interest bearing cash at end of year2022-12-31$3,101
Total non interest bearing cash at beginning of year2022-12-31$23,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-121,974,462
Value of net assets at end of year (total assets less liabilities)2022-12-31$502,517,369
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$624,491,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$369,052,542
Value of interest in pooled separate accounts at beginning of year2022-12-31$495,924,077
Interest on participant loans2022-12-31$54,790
Interest earned on other investments2022-12-31$3,123,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$132,218,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$126,886,332
Net investment gain/loss from pooled separate accounts2022-12-31$-84,800,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,827,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$47,495,342
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$85,104,257
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$56,832,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,790,438
Expenses. Certain deemed distributions of participant loans2021-12-31$36,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,290,303
Value of total assets at end of year2021-12-31$624,491,831
Value of total assets at beginning of year2021-12-31$596,219,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,925
Total interest from all sources2021-12-31$3,265,903
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,124,793
Participant contributions at end of year2021-12-31$1,658,412
Participant contributions at beginning of year2021-12-31$1,963,028
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$109,860
Administrative expenses (other) incurred2021-12-31$4,925
Total non interest bearing cash at end of year2021-12-31$23,010
Total non interest bearing cash at beginning of year2021-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$28,272,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$624,491,831
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$596,219,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$495,924,077
Value of interest in pooled separate accounts at beginning of year2021-12-31$460,519,621
Interest on participant loans2021-12-31$75,643
Interest earned on other investments2021-12-31$3,190,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$126,886,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$133,735,173
Net investment gain/loss from pooled separate accounts2021-12-31$73,548,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,055,650
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$56,790,438
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
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$75,751,079
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$48,344,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,269,735
Expenses. Certain deemed distributions of participant loans2020-12-31$70,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,933,889
Value of total assets at end of year2020-12-31$596,219,822
Value of total assets at beginning of year2020-12-31$568,813,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,350
Total interest from all sources2020-12-31$3,269,368
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,626,266
Participant contributions at end of year2020-12-31$1,963,028
Participant contributions at beginning of year2020-12-31$2,794,802
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$82,107
Administrative expenses (other) incurred2020-12-31$4,350
Total non interest bearing cash at end of year2020-12-31$2,000
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$27,406,410
Value of net assets at end of year (total assets less liabilities)2020-12-31$596,219,822
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$568,813,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$460,519,621
Value of interest in pooled separate accounts at beginning of year2020-12-31$447,620,535
Interest on participant loans2020-12-31$112,556
Interest earned on other investments2020-12-31$3,156,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$133,735,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$118,398,075
Net investment gain/loss from pooled separate accounts2020-12-31$63,547,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,225,516
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,269,735
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2020-12-31476097913
2019 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$347,727,657
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$117,219,027
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$44,552,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,384,548
Expenses. Certain deemed distributions of participant loans2019-12-31$157,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,589,992
Value of total assets at end of year2019-12-31$568,813,412
Value of total assets at beginning of year2019-12-31$843,874,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,025
Total interest from all sources2019-12-31$2,961,440
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,940,979
Participant contributions at end of year2019-12-31$2,794,802
Participant contributions at beginning of year2019-12-31$10,315,729
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$321,192
Administrative expenses (other) incurred2019-12-31$11,025
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$72,666,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$568,813,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$843,874,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$447,620,535
Value of interest in pooled separate accounts at beginning of year2019-12-31$682,567,008
Interest on participant loans2019-12-31$119,396
Interest earned on other investments2019-12-31$2,842,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$118,398,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$150,991,664
Net investment gain/loss from pooled separate accounts2019-12-31$104,667,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,327,821
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,384,548
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2019-12-31476097913
2018 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$350,597
Total transfer of assets from this plan2018-12-31$327,620
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$10,624,290
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$69,625,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$68,835,429
Expenses. Certain deemed distributions of participant loans2018-12-31$708,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$61,152,735
Value of total assets at end of year2018-12-31$843,874,716
Value of total assets at beginning of year2018-12-31$902,853,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,693
Total interest from all sources2018-12-31$3,406,529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$30,447,340
Participant contributions at end of year2018-12-31$10,315,729
Participant contributions at beginning of year2018-12-31$10,129,088
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,106,810
Administrative expenses (other) incurred2018-12-31$81,693
Total non interest bearing cash at end of year2018-12-31$315
Total non interest bearing cash at beginning of year2018-12-31$17,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-59,001,423
Value of net assets at end of year (total assets less liabilities)2018-12-31$843,874,716
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$902,853,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$682,567,008
Value of interest in pooled separate accounts at beginning of year2018-12-31$742,853,915
Interest on participant loans2018-12-31$384,585
Interest earned on other investments2018-12-31$3,021,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$150,991,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$149,852,221
Net investment gain/loss from pooled separate accounts2018-12-31$-53,934,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$25,598,585
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$68,835,429
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2018-12-31476097913
2017 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$49,616
Total transfer of assets from this plan2017-12-31$7,118,337
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$181,299,896
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$43,527,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,094,482
Expenses. Certain deemed distributions of participant loans2017-12-31$360,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$57,609,822
Value of total assets at end of year2017-12-31$902,853,162
Value of total assets at beginning of year2017-12-31$772,149,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,225
Total interest from all sources2017-12-31$3,102,174
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$28,934,136
Participant contributions at end of year2017-12-31$10,129,088
Participant contributions at beginning of year2017-12-31$10,801,194
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,020,373
Administrative expenses (other) incurred2017-12-31$72,225
Total non interest bearing cash at end of year2017-12-31$17,938
Total non interest bearing cash at beginning of year2017-12-31$158,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$137,772,439
Value of net assets at end of year (total assets less liabilities)2017-12-31$902,853,162
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$772,149,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$742,853,915
Value of interest in pooled separate accounts at beginning of year2017-12-31$599,550,581
Interest on participant loans2017-12-31$355,439
Interest earned on other investments2017-12-31$2,746,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$149,852,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$161,631,508
Net investment gain/loss from pooled separate accounts2017-12-31$120,587,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$23,655,313
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$7,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,094,482
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2017-12-31476097913
2016 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$56,536
Total transfer of assets from this plan2016-12-31$114,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$105,844,399
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$37,852,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,263,217
Expenses. Certain deemed distributions of participant loans2016-12-31$514,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$47,169,322
Value of total assets at end of year2016-12-31$772,149,444
Value of total assets at beginning of year2016-12-31$704,215,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,649
Total interest from all sources2016-12-31$3,093,363
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$25,571,222
Participant contributions at end of year2016-12-31$10,801,194
Participant contributions at beginning of year2016-12-31$10,692,306
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,301,034
Administrative expenses (other) incurred2016-12-31$74,649
Total non interest bearing cash at end of year2016-12-31$158,448
Total non interest bearing cash at beginning of year2016-12-31$3,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$67,991,623
Value of net assets at end of year (total assets less liabilities)2016-12-31$772,149,444
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$704,215,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$599,550,581
Value of interest in pooled separate accounts at beginning of year2016-12-31$537,779,933
Interest on participant loans2016-12-31$341,978
Interest earned on other investments2016-12-31$2,751,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$161,631,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$155,739,138
Net investment gain/loss from pooled separate accounts2016-12-31$55,581,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$16,297,066
Employer contributions (assets) at end of year2016-12-31$7,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,263,217
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2016-12-31476097913
2015 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$332,701
Total transfer of assets from this plan2015-12-31$109,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,094
Total income from all sources (including contributions)2015-12-31$40,358,833
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$42,143,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,476,557
Expenses. Certain deemed distributions of participant loans2015-12-31$594,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$44,046,529
Value of total assets at end of year2015-12-31$704,215,331
Value of total assets at beginning of year2015-12-31$705,776,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,926
Total interest from all sources2015-12-31$3,155,983
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$24,251,652
Participant contributions at end of year2015-12-31$10,692,306
Participant contributions at beginning of year2015-12-31$10,673,263
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,625,300
Administrative expenses (other) incurred2015-12-31$71,926
Total non interest bearing cash at end of year2015-12-31$3,954
Total non interest bearing cash at beginning of year2015-12-31$2,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,784,184
Value of net assets at end of year (total assets less liabilities)2015-12-31$704,215,331
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$705,775,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$537,779,933
Value of interest in pooled separate accounts at beginning of year2015-12-31$538,985,643
Interest on participant loans2015-12-31$333,820
Interest earned on other investments2015-12-31$2,822,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$155,739,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$156,115,560
Net investment gain/loss from pooled separate accounts2015-12-31$-6,843,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,169,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,476,557
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,094
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2015-12-31476097913
2014 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,145,596
Total transfer of assets from this plan2014-12-31$14,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$75,745,092
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$42,663,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$42,130,716
Expenses. Certain deemed distributions of participant loans2014-12-31$459,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$40,780,178
Value of total assets at end of year2014-12-31$705,776,953
Value of total assets at beginning of year2014-12-31$671,563,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,601
Total interest from all sources2014-12-31$3,604,912
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$22,533,101
Participant contributions at end of year2014-12-31$10,673,263
Participant contributions at beginning of year2014-12-31$10,437,966
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,361,129
Administrative expenses (other) incurred2014-12-31$72,601
Total non interest bearing cash at end of year2014-12-31$2,487
Total non interest bearing cash at beginning of year2014-12-31$2,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$33,082,001
Value of net assets at end of year (total assets less liabilities)2014-12-31$705,775,859
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$671,563,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$538,985,643
Value of interest in pooled separate accounts at beginning of year2014-12-31$506,180,137
Interest on participant loans2014-12-31$328,296
Interest earned on other investments2014-12-31$3,276,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$156,115,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$154,942,678
Net investment gain/loss from pooled separate accounts2014-12-31$31,360,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,885,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$42,130,716
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,094
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SEIM, JOHNSON, LLP
Accountancy firm EIN2014-12-31476097913
2013 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$429,684
Total transfer of assets from this plan2013-12-31$2,200,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$92,920
Total income from all sources (including contributions)2013-12-31$126,572,691
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$32,536,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,927,815
Expenses. Certain deemed distributions of participant loans2013-12-31$529,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$35,073,816
Value of total assets at end of year2013-12-31$671,563,193
Value of total assets at beginning of year2013-12-31$579,390,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,875
Total interest from all sources2013-12-31$4,051,688
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$21,130,866
Participant contributions at end of year2013-12-31$10,437,966
Participant contributions at beginning of year2013-12-31$9,733,282
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,560,109
Administrative expenses (other) incurred2013-12-31$79,875
Total non interest bearing cash at end of year2013-12-31$2,412
Total non interest bearing cash at beginning of year2013-12-31$102,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$94,035,782
Value of net assets at end of year (total assets less liabilities)2013-12-31$671,563,193
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$579,298,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$506,180,137
Value of interest in pooled separate accounts at beginning of year2013-12-31$414,877,741
Interest on participant loans2013-12-31$312,636
Interest earned on other investments2013-12-31$3,739,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$154,942,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$154,677,368
Net investment gain/loss from pooled separate accounts2013-12-31$87,447,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,382,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,927,815
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$92,920
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SEIM, JOHNSON, LLP
Accountancy firm EIN2013-12-31476097913
2012 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$612,200
Total transfer of assets from this plan2012-12-31$-61,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$92,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$92,767,860
Total of all expenses incurred2012-12-31$30,415,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,653,258
Expenses. Certain deemed distributions of participant loans2012-12-31$671,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$31,937,911
Value of total assets at end of year2012-12-31$579,390,923
Value of total assets at beginning of year2012-12-31$516,394,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$90,823
Total interest from all sources2012-12-31$4,461,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$19,463,194
Participant contributions at end of year2012-12-31$9,733,282
Participant contributions at beginning of year2012-12-31$9,157,445
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,932,017
Administrative expenses (other) incurred2012-12-31$90,823
Total non interest bearing cash at end of year2012-12-31$102,532
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$62,352,497
Value of net assets at end of year (total assets less liabilities)2012-12-31$579,298,003
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$516,394,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$414,877,741
Value of interest in pooled separate accounts at beginning of year2012-12-31$365,109,163
Interest on participant loans2012-12-31$308,063
Interest earned on other investments2012-12-31$4,153,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$154,677,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$142,128,260
Net investment gain/loss from pooled separate accounts2012-12-31$56,368,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,542,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,653,258
Liabilities. Value of benefit claims payable at end of year2012-12-31$92,920
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SEIM, JOHNSON, LLP
Accountancy firm EIN2012-12-31476097913
2011 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$50,362
Total transfer of assets from this plan2011-12-31$-59,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$490
Total income from all sources (including contributions)2011-12-31$18,722,778
Total of all expenses incurred2011-12-31$26,481,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,872,873
Expenses. Certain deemed distributions of participant loans2011-12-31$492,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,071,262
Value of total assets at end of year2011-12-31$516,394,868
Value of total assets at beginning of year2011-12-31$524,162,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$115,622
Total interest from all sources2011-12-31$4,587,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$19,964,321
Participant contributions at end of year2011-12-31$9,157,445
Participant contributions at beginning of year2011-12-31$8,869,730
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$928,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$490
Administrative expenses (other) incurred2011-12-31$115,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,758,298
Value of net assets at end of year (total assets less liabilities)2011-12-31$516,394,868
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$524,162,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$365,109,163
Value of interest in pooled separate accounts at beginning of year2011-12-31$396,119,578
Interest on participant loans2011-12-31$335,300
Interest earned on other investments2011-12-31$4,252,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$142,128,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$119,173,664
Net investment gain/loss from pooled separate accounts2011-12-31$-16,935,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,178,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,872,873
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SEIM, JOHNSON, LLP
Accountancy firm EIN2011-12-31476097913
2010 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$193,852
Total transfer of assets from this plan2010-12-31$-1,354,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,000
Total income from all sources (including contributions)2010-12-31$88,032,597
Total of all expenses incurred2010-12-31$24,818,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,294,173
Expenses. Certain deemed distributions of participant loans2010-12-31$414,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$31,899,818
Value of total assets at end of year2010-12-31$524,162,972
Value of total assets at beginning of year2010-12-31$462,110,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$109,325
Total interest from all sources2010-12-31$4,901,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$19,973,679
Participant contributions at end of year2010-12-31$8,869,730
Participant contributions at beginning of year2010-12-31$7,911,430
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,239,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$490
Administrative expenses (other) incurred2010-12-31$109,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$63,214,545
Value of net assets at end of year (total assets less liabilities)2010-12-31$524,162,482
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$462,108,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$396,119,578
Value of interest in pooled separate accounts at beginning of year2010-12-31$342,942,535
Interest on participant loans2010-12-31$378,846
Interest earned on other investments2010-12-31$4,522,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$119,173,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$111,256,354
Net investment gain/loss from pooled separate accounts2010-12-31$51,231,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,687,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,294,173
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SEIM, JOHNSON, LLP
Accountancy firm EIN2010-12-31476097913
2009 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN

2023: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-12291
Policy instance 1
Insurance contract or identification numberSAVE-12291
Number of Individuals Covered2006
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-12291
Policy instance 1
Insurance contract or identification numberSAVE-12291
Number of Individuals Covered2213
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered2393
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered2533
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered2713
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered7003
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered6651
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered5874
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered5787
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered5684
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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 BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered5795
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered5815
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12291
Policy instance 1
Insurance contract or identification number12291
Number of Individuals Covered5943
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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