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MUTUAL OF OMAHA VADD 401k Plan overview

Plan NameMUTUAL OF OMAHA VADD
Plan identification number 505

MUTUAL OF OMAHA VADD Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SIA PARTNERS US, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIA PARTNERS US, INC.
Employer identification number (EIN):743243189
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL OF OMAHA VADD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052023-06-01MICHAEL EEM2024-08-20
5052022-06-01MICHAEL EEM2023-12-21
5052021-06-01SHARI SPARLING2023-01-10

Plan Statistics for MUTUAL OF OMAHA VADD

401k plan membership statisitcs for MUTUAL OF OMAHA VADD

Measure Date Value
2023: MUTUAL OF OMAHA VADD 2023 401k membership
Total participants, beginning-of-year2023-06-01143
Total number of active participants reported on line 7a of the Form 55002023-06-01150
Number of retired or separated participants receiving benefits2023-06-010
Number of other retired or separated participants entitled to future benefits2023-06-010
Total of all active and inactive participants2023-06-01150
Number of employers contributing to the scheme2023-06-010
2022: MUTUAL OF OMAHA VADD 2022 401k membership
Total participants, beginning-of-year2022-06-01103
Total number of active participants reported on line 7a of the Form 55002022-06-01143
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-01143
Number of employers contributing to the scheme2022-06-010
2021: MUTUAL OF OMAHA VADD 2021 401k membership
Total participants, beginning-of-year2021-06-01103
Total number of active participants reported on line 7a of the Form 55002021-06-01103
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-01103
Number of employers contributing to the scheme2021-06-010

Form 5500 Responses for MUTUAL OF OMAHA VADD

2023: MUTUAL OF OMAHA VADD 2023 form 5500 responses
2023-06-01Type of plan entitySingle employer plan
2023-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-06-01Plan funding arrangement – InsuranceYes
2023-06-01Plan benefit arrangement – InsuranceYes
2022: MUTUAL OF OMAHA VADD 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – InsuranceYes
2021: MUTUAL OF OMAHA VADD 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01First time form 5500 has been submittedYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMAD0BWJ5
Policy instance 1
Insurance contract or identification numberGMAD0BWJ5
Number of Individuals Covered150
Insurance policy start date2023-06-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $287
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,916
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: 71412 )
Policy contract numberGMAD0BWJ5
Policy instance 1
Insurance contract or identification numberGMAD0BWJ5
Number of Individuals Covered143
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $490
Total amount of fees paid to insurance companyUSD $251
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $490
Amount paid for insurance broker fees251
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMAD0BWJ5
Policy instance 1
Insurance contract or identification numberGMAD0BWJ5
Number of Individuals Covered103
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $369
Total amount of fees paid to insurance companyUSD $70
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Amount paid for insurance broker fees70
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3

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