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

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

Plan Name	MUTUAL OF OMAHA BANK 401(K) PLAN
Plan identification number	001

MUTUAL OF OMAHA BANK 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: MUTUAL OF OMAHA BANK

Employer identification number (EIN): 470678740

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARGIE HELLER MARGIE HELLER 2018-10-08
001 2016-01-01 MARGIE HELLER MARGIE HELLER 2017-10-10
001 2015-01-01 MARGIE HELLER MARGIE HELLER 2016-10-11
001 2014-01-01 MARGIE HELLER
001 2013-01-01 MARGIE HELLER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARGIE HELLER	MARGIE HELLER	2018-10-08
001	2016-01-01	MARGIE HELLER	MARGIE HELLER	2017-10-10
001	2015-01-01	MARGIE HELLER	MARGIE HELLER	2016-10-11
001	2014-01-01	MARGIE HELLER
001	2013-01-01	MARGIE HELLER

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

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

Measure Date Value
2020: MUTUAL OF OMAHA BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,277
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MUTUAL OF OMAHA BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,317
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 545
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 731
Total of all active and inactive participants 2019-01-01 1,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,277
Number of participants with account balances 2019-01-01 1,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MUTUAL OF OMAHA BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,259
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 955
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 353
Total of all active and inactive participants 2018-01-01 1,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,309
Number of participants with account balances 2018-01-01 1,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 128
2017: MUTUAL OF OMAHA BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,191
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 941
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 312
Total of all active and inactive participants 2017-01-01 1,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,254
Number of participants with account balances 2017-01-01 1,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 66
2016: MUTUAL OF OMAHA BANK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,140
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 873
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 305
Total of all active and inactive participants 2016-01-01 1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,179
Number of participants with account balances 2016-01-01 931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MUTUAL OF OMAHA BANK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,219
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 840
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 294
Total of all active and inactive participants 2015-01-01 1,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 1,135
Number of participants with account balances 2015-01-01 929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MUTUAL OF OMAHA BANK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,282
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 851
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 362
Total of all active and inactive participants 2014-01-01 1,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 1,214
Number of participants with account balances 2014-01-01 1,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MUTUAL OF OMAHA BANK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,156
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,042
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 228
Total of all active and inactive participants 2013-01-01 1,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 1,271
Number of participants with account balances 2013-01-01 1,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2020: MUTUAL OF OMAHA BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,277
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MUTUAL OF OMAHA BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,317
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	545
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	731
Total of all active and inactive participants	2019-01-01	1,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,277
Number of participants with account balances	2019-01-01	1,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MUTUAL OF OMAHA BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,259
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	955
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	353
Total of all active and inactive participants	2018-01-01	1,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,309
Number of participants with account balances	2018-01-01	1,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	128
2017: MUTUAL OF OMAHA BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,191
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	941
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	312
Total of all active and inactive participants	2017-01-01	1,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,254
Number of participants with account balances	2017-01-01	1,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	66
2016: MUTUAL OF OMAHA BANK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,140
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	873
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	305
Total of all active and inactive participants	2016-01-01	1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,179
Number of participants with account balances	2016-01-01	931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MUTUAL OF OMAHA BANK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,219
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	840
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	294
Total of all active and inactive participants	2015-01-01	1,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	1,135
Number of participants with account balances	2015-01-01	929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MUTUAL OF OMAHA BANK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,282
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	851
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	362
Total of all active and inactive participants	2014-01-01	1,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	1,214
Number of participants with account balances	2014-01-01	1,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MUTUAL OF OMAHA BANK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,156
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,042
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	228
Total of all active and inactive participants	2013-01-01	1,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	1,271
Number of participants with account balances	2013-01-01	1,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

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

Measure	Date	Value
2020 : MUTUAL OF OMAHA BANK 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-02	$0
Total transfer of assets from this plan	2020-12-02	$15,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-02	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-02	$0
Total income from all sources (including contributions)	2020-12-02	$-21,029,408
Total loss/gain on sale of assets	2020-12-02	$0
Total of all expenses incurred	2020-12-02	$77,265,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-02	$77,176,882
Expenses. Certain deemed distributions of participant loans	2020-12-02	$88,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-02	$6,305
Value of total assets at end of year	2020-12-02	$0
Value of total assets at beginning of year	2020-12-02	$98,311,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-02	$1,000
Total interest from all sources	2020-12-02	$56,505
Total dividends received (eg from common stock, registered investment company shares)	2020-12-02	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-02	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-02	$0
Was this plan covered by a fidelity bond	2020-12-02	Yes
Value of fidelity bond cover	2020-12-02	$30,000,000
If this is an individual account plan, was there a blackout period	2020-12-02	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-02	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-02	No
Contributions received from participants	2020-12-02	$0
Participant contributions at beginning of year	2020-12-02	$1,737,296
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-02	$0
Total non interest bearing cash at end of year	2020-12-02	$0
Total non interest bearing cash at beginning of year	2020-12-02	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-02	No
Value of net income/loss	2020-12-02	$-98,295,346
Value of net assets at end of year (total assets less liabilities)	2020-12-02	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-02	$98,311,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-02	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-02	No
Were any leases to which the plan was party in default or uncollectible	2020-12-02	No
Value of interest in pooled separate accounts at beginning of year	2020-12-02	$88,481,702
Interest on participant loans	2020-12-02	$16,263
Interest earned on other investments	2020-12-02	$40,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-02	$8,092,109
Net investment gain/loss from pooled separate accounts	2020-12-02	$-21,092,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-02	No
Was there a failure to transmit to the plan any participant contributions	2020-12-02	No
Has the plan failed to provide any benefit when due under the plan	2020-12-02	No
Contributions received in cash from employer	2020-12-02	$6,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-02	$77,176,882
Contract administrator fees	2020-12-02	$1,000
Did the plan have assets held for investment	2020-12-02	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-02	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-02	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-12-02	Yes
Opinion of an independent qualified public accountant for this plan	2020-12-02	Disclaimer
Accountancy firm name	2020-12-02	SEIM JOHNSON, LLP
Accountancy firm EIN	2020-12-02	476097913
2019 : MUTUAL OF OMAHA BANK 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$1,485,196
Total transfer of assets to this plan	2019-12-31	$1,485,196
Total transfer of assets from this plan	2019-12-31	$182,971
Total transfer of assets from this plan	2019-12-31	$182,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total 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	$30,105,557
Total income from all sources (including contributions)	2019-12-31	$30,105,557
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$11,975,619
Total of all expenses incurred	2019-12-31	$11,975,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,753,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,753,026
Expenses. Certain deemed distributions of participant loans	2019-12-31	$208,577
Expenses. Certain deemed distributions of participant loans	2019-12-31	$208,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,542,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,542,453
Value of total assets at end of year	2019-12-31	$98,311,107
Value of total assets at end of year	2019-12-31	$98,311,107
Value of total assets at beginning of year	2019-12-31	$78,878,944
Value of total assets at beginning of year	2019-12-31	$78,878,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,016
Total interest from all sources	2019-12-31	$265,564
Total interest from all sources	2019-12-31	$265,564
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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 year	2019-12-31	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$25,000,000
Value of fidelity bond cover	2019-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,988,873
Contributions received from participants	2019-12-31	$5,988,873
Participant contributions at end of year	2019-12-31	$1,737,296
Participant contributions at end of year	2019-12-31	$1,737,296
Participant contributions at beginning of year	2019-12-31	$1,669,550
Participant contributions at beginning of year	2019-12-31	$1,669,550
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$625,559
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$625,559
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$18,129,938
Value of net income/loss	2019-12-31	$18,129,938
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$98,311,107
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$98,311,107
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$78,878,944
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$78,878,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$88,481,702
Value of interest in pooled separate accounts at end of year	2019-12-31	$88,481,702
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$69,720,458
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$69,720,458
Interest on participant loans	2019-12-31	$75,151
Interest on participant loans	2019-12-31	$75,151
Interest earned on other investments	2019-12-31	$190,413
Interest earned on other investments	2019-12-31	$190,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,092,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,092,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,488,936
Net investment gain/loss from pooled separate accounts	2019-12-31	$17,297,540
Net investment gain/loss from pooled separate accounts	2019-12-31	$17,297,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,928,021
Contributions received in cash from employer	2019-12-31	$5,928,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,753,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,753,026
Contract administrator fees	2019-12-31	$14,016
Contract administrator fees	2019-12-31	$14,016
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SEIM JOHNSON, LLP
Accountancy firm name	2019-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2019-12-31	476097913
Accountancy firm EIN	2019-12-31	476097913
2018 : MUTUAL OF OMAHA BANK 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$327,620
Total transfer of assets from this plan	2018-12-31	$350,597
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	$7,868,064
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$10,744,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,592,778
Expenses. Certain deemed distributions of participant loans	2018-12-31	$135,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$12,558,249
Value of total assets at end of year	2018-12-31	$78,878,944
Value of total assets at beginning of year	2018-12-31	$81,777,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,575
Total interest from all sources	2018-12-31	$218,801
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,797,318
Participant contributions at end of year	2018-12-31	$1,669,550
Participant contributions at beginning of year	2018-12-31	$1,585,463
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$930,564
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$21,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,876,059
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$78,878,944
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$81,777,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$69,720,458
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$72,788,348
Interest on participant loans	2018-12-31	$61,897
Interest earned on other investments	2018-12-31	$156,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,488,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,383,169
Net investment gain/loss from pooled separate accounts	2018-12-31	$-4,908,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$5,830,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,592,778
Contract administrator fees	2018-12-31	$15,575
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2018-12-31	476097913
2017 : MUTUAL OF OMAHA BANK 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$7,118,337
Total transfer of assets from this plan	2017-12-31	$49,616
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	$22,837,245
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,319,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,207,252
Expenses. Certain deemed distributions of participant loans	2017-12-31	$98,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$11,881,912
Value of total assets at end of year	2017-12-31	$81,777,980
Value of total assets at beginning of year	2017-12-31	$58,191,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,625
Total interest from all sources	2017-12-31	$180,742
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$5,089,171
Participant contributions at end of year	2017-12-31	$1,585,463
Participant contributions at beginning of year	2017-12-31	$1,288,854
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,584,769
Total non interest bearing cash at end of year	2017-12-31	$21,000
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$16,517,988
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$81,777,980
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$58,191,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$72,788,348
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$49,921,596
Interest on participant loans	2017-12-31	$49,747
Interest earned on other investments	2017-12-31	$130,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,383,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,980,821
Net investment gain/loss from pooled separate accounts	2017-12-31	$10,774,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$5,207,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,207,252
Contract administrator fees	2017-12-31	$13,625
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2017-12-31	476097913
2016 : MUTUAL OF OMAHA BANK 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$114,046
Total transfer of assets from this plan	2016-12-31	$56,536
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	$13,301,559
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,064,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,908,106
Expenses. Certain deemed distributions of participant loans	2016-12-31	$143,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$8,680,264
Value of total assets at end of year	2016-12-31	$58,191,271
Value of total assets at beginning of year	2016-12-31	$49,896,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,500
Total interest from all sources	2016-12-31	$175,272
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,511,585
Participant contributions at end of year	2016-12-31	$1,288,854
Participant contributions at beginning of year	2016-12-31	$1,318,043
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$925,962
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$8,236,971
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$58,191,271
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$49,896,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$49,921,596
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$41,793,971
Interest on participant loans	2016-12-31	$41,863
Interest earned on other investments	2016-12-31	$133,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,980,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,784,776
Net investment gain/loss from pooled separate accounts	2016-12-31	$4,446,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,242,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,908,106
Contract administrator fees	2016-12-31	$12,500
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2016-12-31	476097913
2015 : MUTUAL OF OMAHA BANK 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$109,045
Total transfer of assets from this plan	2015-12-31	$332,701
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	$0
Total income from all sources (including contributions)	2015-12-31	$7,809,996
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$8,488,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$8,185,190
Expenses. Certain deemed distributions of participant loans	2015-12-31	$291,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,982,234
Value of total assets at end of year	2015-12-31	$49,896,790
Value of total assets at beginning of year	2015-12-31	$50,799,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,600
Total interest from all sources	2015-12-31	$150,303
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,321,917
Participant contributions at end of year	2015-12-31	$1,318,043
Participant contributions at beginning of year	2015-12-31	$1,684,361
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$574,123
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$22,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-678,893
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$49,896,790
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$50,799,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$41,793,971
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$43,140,857
Interest on participant loans	2015-12-31	$42,467
Interest earned on other investments	2015-12-31	$107,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,784,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,951,603
Net investment gain/loss from pooled separate accounts	2015-12-31	$-322,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,086,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$8,185,190
Contract administrator fees	2015-12-31	$12,600
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2015-12-31	476097913
2014 : MUTUAL OF OMAHA BANK 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$14,931
Total transfer of assets from this plan	2014-12-31	$1,145,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
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	$12,467,219
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,781,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,620,949
Expenses. Certain deemed distributions of participant loans	2014-12-31	$143,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$9,636,013
Value of total assets at end of year	2014-12-31	$50,799,339
Value of total assets at beginning of year	2014-12-31	$46,244,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,526
Total interest from all sources	2014-12-31	$168,697
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,008,932
Participant contributions at end of year	2014-12-31	$1,684,361
Participant contributions at beginning of year	2014-12-31	$1,359,055
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,061,934
Total non interest bearing cash at end of year	2014-12-31	$22,518
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,685,368
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$50,799,339
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$46,244,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$43,140,857
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$39,202,795
Interest on participant loans	2014-12-31	$46,083
Interest earned on other investments	2014-12-31	$122,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,951,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,682,786
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,662,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,565,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,620,949
Contract administrator fees	2014-12-31	$17,526
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SEIM, JOHNSON, LLP
Accountancy firm EIN	2014-12-31	476097913
2013 : MUTUAL OF OMAHA BANK 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$712,761
Total transfer of assets from this plan	2013-12-31	$429,684
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	$0
Total income from all sources (including contributions)	2013-12-31	$15,514,820
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,618,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,530,667
Expenses. Certain deemed distributions of participant loans	2013-12-31	$69,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$8,687,977
Value of total assets at end of year	2013-12-31	$46,244,636
Value of total assets at beginning of year	2013-12-31	$34,065,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,775
Total interest from all sources	2013-12-31	$162,552
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$4,912,501
Participant contributions at end of year	2013-12-31	$1,359,055
Participant contributions at beginning of year	2013-12-31	$947,158
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$675,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,896,552
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$46,244,636
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$34,065,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$39,202,795
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$28,189,309
Interest on participant loans	2013-12-31	$35,613
Interest earned on other investments	2013-12-31	$126,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,682,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,928,540
Net investment gain/loss from pooled separate accounts	2013-12-31	$6,664,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,099,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,530,667
Contract administrator fees	2013-12-31	$17,775
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SEIM, JOHNSON, LLP
Accountancy firm EIN	2013-12-31	476097913

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

2020: MUTUAL OF OMAHA BANK 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MUTUAL OF OMAHA BANK 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MUTUAL OF OMAHA BANK 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MUTUAL OF OMAHA BANK 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MUTUAL OF OMAHA BANK 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MUTUAL OF OMAHA BANK 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MUTUAL OF OMAHA BANK 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MUTUAL OF OMAHA BANK 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

13694

Policy instance

Insurance contract or identification number	13694
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-03-25
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

13694

Policy instance

Insurance contract or identification number	13694
Number of Individuals Covered	1169
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

13694

Policy instance

Insurance contract or identification number	13694
Number of Individuals Covered	1190
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

13694

Policy instance

Insurance contract or identification number	13694
Number of Individuals Covered	1145
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

13694

Policy instance

Insurance contract or identification number	13694
Number of Individuals Covered	929
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

13694

Policy instance

Insurance contract or identification number	13694
Number of Individuals Covered	1009
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

13694

Policy instance

Insurance contract or identification number	13694
Number of Individuals Covered	1041
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	MUTUAL OF OMAHA BANK
Employer identification number (EIN):	470678740
NAIC Classification:	522120
NAIC Description:	Savings Institutions