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MUTUAL OF OMAHA RETIREMENT INCOME PLAN 401k Plan overview

Plan NameMUTUAL OF OMAHA RETIREMENT INCOME PLAN
Plan identification number 004

MUTUAL OF OMAHA RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • 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 RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01ROBERT FOLEY ROBERT FOLEY2018-10-11
0042016-01-01ROBERT FOLEY ROBERT FOLEY2017-10-10
0042015-01-01ROBERT FOLEY ROBERT FOLEY2016-10-07
0042014-01-01ROBERT FOLEY ROBERT FOLEY2015-10-02
0042013-01-01ROBERT FOLEY ROBERT FOLEY2014-10-14
0042012-01-01ROBERT FOLEY
0042011-01-01ROBERT FOLEY
0042010-01-01ROBERT FOLEY
0042009-01-01ROBERT FOLEY

Plan Statistics for MUTUAL OF OMAHA RETIREMENT INCOME PLAN

401k plan membership statisitcs for MUTUAL OF OMAHA RETIREMENT INCOME PLAN

Measure Date Value
2023: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01511
Total number of active participants reported on line 7a of the Form 55002023-01-01415
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01423
2022: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-12-311,113,020,769
Acturial value of plan assets2022-12-311,082,993,750
Funding target for retired participants and beneficiaries receiving payment2022-12-31598,633,328
Number of terminated vested participants2022-12-312,381
Fundng target for terminated vested participants2022-12-31176,450,311
Active participant vested funding target2022-12-31224,462,151
Number of active participants2022-12-311,064
Total funding liabilities for active participants2022-12-31225,678,132
Total participant count2022-12-318,481
Total funding target for all participants2022-12-311,000,761,771
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3171,179,452
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-318,305,617
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3162,873,835
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-3126,651,914
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3140,761,638
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-316,448,923
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01619
Total number of active participants reported on line 7a of the Form 55002022-01-01504
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01511
2021: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-12-311,093,226,410
Acturial value of plan assets2021-12-311,040,417,772
Funding target for retired participants and beneficiaries receiving payment2021-12-31580,511,016
Number of terminated vested participants2021-12-312,475
Fundng target for terminated vested participants2021-12-31163,030,638
Active participant vested funding target2021-12-31238,062,121
Number of active participants2021-12-311,183
Total funding liabilities for active participants2021-12-31238,062,121
Total participant count2021-12-318,618
Total funding target for all participants2021-12-31981,603,775
Funding target disregarding prescribed at-risk assumptions2021-12-310
Balance at beginning of prior year after applicable adjustments2021-12-316,581,568
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3170,442,971
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-316,581,568
Prefunding balanced used to offset prior years funding requirement2021-12-312,407,630
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3168,035,341
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-314,503,061
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3171,179,452
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-317,151,046
Net shortfall amortization installment of oustanding balance2021-12-3112,365,455
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-318,305,617
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-318,305,617
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01717
Total number of active participants reported on line 7a of the Form 55002021-01-01606
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-12-311,034,551,749
Acturial value of plan assets2020-12-311,027,759,419
Funding target for retired participants and beneficiaries receiving payment2020-12-31613,982,296
Number of terminated vested participants2020-12-312,592
Fundng target for terminated vested participants2020-12-31188,726,190
Active participant vested funding target2020-12-31217,669,755
Number of active participants2020-12-311,269
Total funding liabilities for active participants2020-12-31217,669,755
Total participant count2020-12-318,818
Total funding target for all participants2020-12-311,020,378,241
Balance at beginning of prior year after applicable adjustments2020-12-3116,200,743
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3163,444,989
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-3110,273,005
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-315,927,738
Amount remaining of prefunding balance2020-12-3163,444,989
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-316,581,568
Balance of prefunding at beginning of current year2020-12-3170,442,971
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-318,989,198
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-318,989,198
Carryover balance elected to use to offset funding requirement2020-12-316,581,568
Prefunding balance elected to use to offset funding requirement2020-12-312,407,630
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01798
Total number of active participants reported on line 7a of the Form 55002020-01-01711
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-31978,280,967
Acturial value of plan assets2019-12-311,020,160,792
Funding target for retired participants and beneficiaries receiving payment2019-12-31550,147,357
Number of terminated vested participants2019-12-312,682
Fundng target for terminated vested participants2019-12-31186,362,768
Active participant vested funding target2019-12-31236,965,747
Number of active participants2019-12-311,395
Total funding liabilities for active participants2019-12-31236,965,747
Total participant count2019-12-318,909
Total funding target for all participants2019-12-31973,475,872
Balance at beginning of prior year after applicable adjustments2019-12-3138,470,299
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3164,918,642
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3111,918,260
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3126,552,039
Amount remaining of prefunding balance2019-12-3164,918,642
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-319,748,565
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3116,200,743
Balance of prefunding at beginning of current year2019-12-3163,444,989
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3110,273,005
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3110,273,005
Carryover balance elected to use to offset funding requirement2019-12-3110,273,005
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01902
Total number of active participants reported on line 7a of the Form 55002019-01-01787
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-311,051,728,437
Acturial value of plan assets2018-12-311,019,172,162
Funding target for retired participants and beneficiaries receiving payment2018-12-31503,119,943
Number of terminated vested participants2018-12-312,738
Fundng target for terminated vested participants2018-12-31186,255,465
Active participant vested funding target2018-12-31258,013,656
Number of active participants2018-12-311,519
Total funding liabilities for active participants2018-12-31258,013,656
Total participant count2018-12-319,013
Total funding target for all participants2018-12-31947,389,064
Balance at beginning of prior year after applicable adjustments2018-12-3134,511,796
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3134,511,796
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3161,324,997
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3164,918,642
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3164,918,642
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3138,470,299
Balance of prefunding at beginning of current year2018-12-3164,918,642
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3111,918,260
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3111,918,260
Carryover balance elected to use to offset funding requirement2018-12-3111,918,260
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,015
Total number of active participants reported on line 7a of the Form 55002018-01-01894
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-31920,321,481
Acturial value of plan assets2017-12-31927,277,237
Funding target for retired participants and beneficiaries receiving payment2017-12-31478,880,252
Number of terminated vested participants2017-12-312,853
Fundng target for terminated vested participants2017-12-31182,319,589
Active participant vested funding target2017-12-31256,610,815
Number of active participants2017-12-311,609
Total funding liabilities for active participants2017-12-31256,612,568
Total participant count2017-12-319,103
Total funding target for all participants2017-12-31917,812,409
Balance at beginning of prior year after applicable adjustments2017-12-3132,083,105
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3132,083,105
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3134,511,796
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3180,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3172,703,273
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3111,378,276
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3111,378,276
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3111,378,276
Contributions allocatedtoward minimum required contributions for current year2017-12-3172,703,273
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,102
Total number of active participants reported on line 7a of the Form 55002017-01-011,006
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-31901,130,256
Acturial value of plan assets2016-12-31930,845,355
Funding target for retired participants and beneficiaries receiving payment2016-12-31452,432,816
Number of terminated vested participants2016-12-312,913
Fundng target for terminated vested participants2016-12-31173,557,292
Active participant vested funding target2016-12-31261,214,793
Number of active participants2016-12-311,722
Total funding liabilities for active participants2016-12-31261,218,484
Total participant count2016-12-319,186
Total funding target for all participants2016-12-31887,208,592
Balance at beginning of prior year after applicable adjustments2016-12-3131,239,635
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3131,239,635
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3132,083,105
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,135,814
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,229
Total number of active participants reported on line 7a of the Form 55002016-01-011,093
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,667
Total number of active participants reported on line 7a of the Form 55002015-01-011,189
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-011,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,060
Total number of active participants reported on line 7a of the Form 55002014-01-011,280
Number of retired or separated participants receiving benefits2014-01-01364
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-011,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,062
Total number of active participants reported on line 7a of the Form 55002013-01-011,400
Number of retired or separated participants receiving benefits2013-01-01333
Number of other retired or separated participants entitled to future benefits2013-01-01327
Total of all active and inactive participants2013-01-012,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,110
Total number of active participants reported on line 7a of the Form 55002012-01-011,531
Number of retired or separated participants receiving benefits2012-01-01233
Number of other retired or separated participants entitled to future benefits2012-01-01298
Total of all active and inactive participants2012-01-012,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,133
Total number of active participants reported on line 7a of the Form 55002011-01-011,647
Number of retired or separated participants receiving benefits2011-01-01152
Number of other retired or separated participants entitled to future benefits2011-01-01311
Total of all active and inactive participants2011-01-012,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,292
Total number of active participants reported on line 7a of the Form 55002010-01-011,775
Number of retired or separated participants receiving benefits2010-01-0196
Number of other retired or separated participants entitled to future benefits2010-01-01262
Total of all active and inactive participants2010-01-012,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,145
Total number of active participants reported on line 7a of the Form 55002009-01-011,898
Number of retired or separated participants receiving benefits2009-01-0135
Number of other retired or separated participants entitled to future benefits2009-01-01359
Total of all active and inactive participants2009-01-012,292
Total participants2009-01-012,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MUTUAL OF OMAHA RETIREMENT INCOME PLAN

Measure Date Value
2023 : MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-10,978,975
Total unrealized appreciation/depreciation of assets2023-12-31$-10,978,975
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$75,059,592
Total loss/gain on sale of assets2023-12-31$2,139,550
Total of all expenses incurred2023-12-31$93,787,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$93,499,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$979,498,835
Value of total assets at beginning of year2023-12-31$998,227,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$287,871
Total interest from all sources2023-12-31$20,163,053
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
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$0
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$1,841,586
Total non interest bearing cash at beginning of year2023-12-31$4,823,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-18,728,193
Value of net assets at end of year (total assets less liabilities)2023-12-31$979,498,835
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$998,227,028
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
Assets. partnership/joint venture interests at end of year2023-12-31$102,378,964
Assets. partnership/joint venture interests at beginning of year2023-12-31$115,740,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$174,145,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$172,849,442
Value of interest in pooled separate accounts at end of year2023-12-31$210,839,375
Value of interest in pooled separate accounts at beginning of year2023-12-31$172,496,702
Interest earned on other investments2023-12-31$20,163,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$490,293,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$532,316,826
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$730,086
Net investment gain/loss from pooled separate accounts2023-12-31$38,342,672
Net investment gain or loss from common/collective trusts2023-12-31$7,078,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$92,769,828
Contract administrator fees2023-12-31$287,871
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 appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$12,817,981
Aggregate carrying amount (costs) on sale of assets2023-12-31$10,678,431
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 RETIREMENT INCOME PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$6,532,802
Total unrealized appreciation/depreciation of assets2022-12-31$6,532,802
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$0
Total income from all sources (including contributions)2022-12-31$-63,305,035
Total loss/gain on sale of assets2022-12-31$367,398
Total of all expenses incurred2022-12-31$60,175,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$59,910,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$998,227,028
Value of total assets at beginning of year2022-12-31$1,121,707,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$265,466
Total interest from all sources2022-12-31$26,099,523
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
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$4,823,716
Total non interest bearing cash at beginning of year2022-12-31$15,566,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-123,480,612
Value of net assets at end of year (total assets less liabilities)2022-12-31$998,227,028
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,121,707,640
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
Assets. partnership/joint venture interests at end of year2022-12-31$115,740,342
Assets. partnership/joint venture interests at beginning of year2022-12-31$111,405,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$172,849,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$266,393,565
Value of interest in pooled separate accounts at end of year2022-12-31$172,496,702
Value of interest in pooled separate accounts at beginning of year2022-12-31$155,365,572
Interest earned on other investments2022-12-31$26,099,523
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$532,316,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$572,976,607
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,040,254
Net investment gain/loss from pooled separate accounts2022-12-31$-34,668,881
Net investment gain or loss from common/collective trusts2022-12-31$6,141,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$58,869,857
Contract administrator fees2022-12-31$265,466
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 appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$14,275,455
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,908,057
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 RETIREMENT INCOME PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$10,248,057
Total unrealized appreciation/depreciation of assets2021-12-31$10,248,057
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$72,638,332
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$58,300,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$58,037,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,121,707,640
Value of total assets at beginning of year2021-12-31$1,107,369,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$263,225
Total interest from all sources2021-12-31$33,535,854
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,058,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,058,550
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$81,274
Total non interest bearing cash at end of year2021-12-31$15,566,376
Total non interest bearing cash at beginning of year2021-12-31$3,907,589
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$14,337,645
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,121,707,640
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,107,369,995
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
Assets. partnership/joint venture interests at end of year2021-12-31$111,405,520
Assets. partnership/joint venture interests at beginning of year2021-12-31$95,991,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$266,393,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$354,070,810
Value of interest in pooled separate accounts at end of year2021-12-31$155,365,572
Value of interest in pooled separate accounts at beginning of year2021-12-31$131,707,950
Interest earned on other investments2021-12-31$33,535,854
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$572,976,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$521,691,813
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,127,559
Net investment gain/loss from pooled separate accounts2021-12-31$26,029,760
Net investment gain or loss from common/collective trusts2021-12-31$7,889,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$56,909,903
Contract administrator fees2021-12-31$263,225
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 appraiser2021-12-31Yes
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 RETIREMENT INCOME PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,292,738
Total unrealized appreciation/depreciation of assets2020-12-31$3,292,738
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$114,109,471
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$56,046,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$55,788,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$1,107,369,995
Value of total assets at beginning of year2020-12-31$1,049,306,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$257,704
Total interest from all sources2020-12-31$23,454,182
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,752,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$17,752,348
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$3,907,589
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$58,063,337
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,107,369,995
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,049,306,658
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
Assets. partnership/joint venture interests at end of year2020-12-31$95,991,833
Assets. partnership/joint venture interests at beginning of year2020-12-31$87,198,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$354,070,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$193,352,873
Value of interest in pooled separate accounts at end of year2020-12-31$131,707,950
Value of interest in pooled separate accounts at beginning of year2020-12-31$159,354,216
Interest earned on other investments2020-12-31$23,454,182
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$67,031,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$521,691,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$542,369,710
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,266,028
Net investment gain/loss from pooled separate accounts2020-12-31$42,212,662
Net investment gain or loss from common/collective trusts2020-12-31$-2,775,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$54,522,402
Contract administrator fees2020-12-31$257,704
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$-6,508,780
Aggregate carrying amount (costs) on sale of assets2020-12-31$-6,508,780
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2020-12-31476097913
2019 : MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-25,700,026
Total unrealized appreciation/depreciation of assets2019-12-31$-25,700,026
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$114,584,271
Total loss/gain on sale of assets2019-12-31$14,485,991
Total of all expenses incurred2019-12-31$55,230,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$54,973,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$1,049,306,658
Value of total assets at beginning of year2019-12-31$989,952,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$256,849
Total interest from all sources2019-12-31$42,026,650
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,166,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,166,501
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$183,812
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$59,353,962
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,049,306,658
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$989,952,696
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
Assets. partnership/joint venture interests at end of year2019-12-31$87,198,728
Assets. partnership/joint venture interests at beginning of year2019-12-31$124,319,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$193,352,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$80,563,077
Value of interest in pooled separate accounts at end of year2019-12-31$159,354,216
Value of interest in pooled separate accounts at beginning of year2019-12-31$147,947,721
Interest earned on other investments2019-12-31$42,026,650
Value of interest in common/collective trusts at end of year2019-12-31$67,031,131
Value of interest in common/collective trusts at beginning of year2019-12-31$110,904,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$542,369,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$526,218,262
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,411,795
Net investment gain/loss from pooled separate accounts2019-12-31$42,722,684
Net investment gain or loss from common/collective trusts2019-12-31$19,340,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$0
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$53,561,665
Contract administrator fees2019-12-31$256,849
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 appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$58,187,552
Aggregate carrying amount (costs) on sale of assets2019-12-31$43,701,561
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 RETIREMENT INCOME PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$5,396,646
Total unrealized appreciation/depreciation of assets2018-12-31$5,396,646
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$0
Total income from all sources (including contributions)2018-12-31$-20,651,190
Total loss/gain on sale of assets2018-12-31$-14,364
Total of all expenses incurred2018-12-31$56,905,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$56,660,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$989,952,696
Value of total assets at beginning of year2018-12-31$1,067,509,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$244,943
Total interest from all sources2018-12-31$24,078,387
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,347,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,347,129
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$220,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-77,556,726
Value of net assets at end of year (total assets less liabilities)2018-12-31$989,952,696
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,067,509,422
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
Assets. partnership/joint venture interests at end of year2018-12-31$124,319,606
Assets. partnership/joint venture interests at beginning of year2018-12-31$106,747,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$80,563,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$99,594,302
Value of interest in pooled separate accounts at end of year2018-12-31$147,947,721
Value of interest in pooled separate accounts at beginning of year2018-12-31$206,567,736
Interest earned on other investments2018-12-31$24,078,387
Value of interest in common/collective trusts at end of year2018-12-31$110,904,030
Value of interest in common/collective trusts at beginning of year2018-12-31$133,581,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$526,218,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$437,018,006
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,692,037
Net investment gain/loss from pooled separate accounts2018-12-31$-8,640,484
Net investment gain or loss from common/collective trusts2018-12-31$-22,708,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$84,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$54,968,556
Contract administrator fees2018-12-31$244,943
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 appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$8,075,116
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,089,480
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 RETIREMENT INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,098,614
Total unrealized appreciation/depreciation of assets2017-12-31$4,098,614
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$188,588,978
Total loss/gain on sale of assets2017-12-31$1,601,555
Total of all expenses incurred2017-12-31$51,232,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$51,003,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$84,000,000
Value of total assets at end of year2017-12-31$1,067,509,422
Value of total assets at beginning of year2017-12-31$930,152,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$228,910
Total interest from all sources2017-12-31$20,158,769
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,858,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,858,590
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$185,763
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$137,356,603
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,067,509,422
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$930,152,819
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
Assets. partnership/joint venture interests at end of year2017-12-31$106,747,415
Assets. partnership/joint venture interests at beginning of year2017-12-31$99,703,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$99,594,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$86,553,452
Value of interest in pooled separate accounts at end of year2017-12-31$206,567,736
Value of interest in pooled separate accounts at beginning of year2017-12-31$193,944,614
Interest earned on other investments2017-12-31$20,158,769
Value of interest in common/collective trusts at end of year2017-12-31$133,581,963
Value of interest in common/collective trusts at beginning of year2017-12-31$105,739,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$437,018,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$444,212,378
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$362,479
Net investment gain/loss from pooled separate accounts2017-12-31$37,437,359
Net investment gain or loss from common/collective trusts2017-12-31$27,825,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$84,000,000
Employer contributions (assets) at end of year2017-12-31$84,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$50,640,986
Contract administrator fees2017-12-31$228,910
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$10,028,154
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,426,599
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 RETIREMENT INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,781,031
Total unrealized appreciation/depreciation of assets2016-12-31$1,781,031
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$66,052,999
Total loss/gain on sale of assets2016-12-31$1,918,361
Total of all expenses incurred2016-12-31$50,468,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$50,237,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$930,152,819
Value of total assets at beginning of year2016-12-31$914,568,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$231,137
Total interest from all sources2016-12-31$21,621,431
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,365,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,365,438
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$121,756
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$15,584,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$930,152,819
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$914,568,094
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
Assets. partnership/joint venture interests at end of year2016-12-31$99,703,352
Assets. partnership/joint venture interests at beginning of year2016-12-31$95,599,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$86,553,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$68,491,368
Value of interest in pooled separate accounts at end of year2016-12-31$193,944,614
Value of interest in pooled separate accounts at beginning of year2016-12-31$169,987,287
Interest earned on other investments2016-12-31$21,621,431
Value of interest in common/collective trusts at end of year2016-12-31$105,739,023
Value of interest in common/collective trusts at beginning of year2016-12-31$107,026,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$444,212,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$473,463,797
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$196,911
Net investment gain/loss from pooled separate accounts2016-12-31$23,835,573
Net investment gain or loss from common/collective trusts2016-12-31$-1,287,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$50,040,226
Contract administrator fees2016-12-31$231,137
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$11,875,416
Aggregate carrying amount (costs) on sale of assets2016-12-31$9,957,055
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 RETIREMENT INCOME PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$929,277
Total unrealized appreciation/depreciation of assets2015-12-31$929,277
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$23,287,851
Total loss/gain on sale of assets2015-12-31$5,586,192
Total of all expenses incurred2015-12-31$49,218,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,985,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$914,568,094
Value of total assets at beginning of year2015-12-31$940,498,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$232,405
Total interest from all sources2015-12-31$23,687,810
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,171,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,171,317
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$165,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-25,930,507
Value of net assets at end of year (total assets less liabilities)2015-12-31$914,568,094
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$940,498,601
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
Assets. partnership/joint venture interests at end of year2015-12-31$95,599,384
Assets. partnership/joint venture interests at beginning of year2015-12-31$96,424,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$68,491,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$75,435,198
Value of interest in pooled separate accounts at end of year2015-12-31$169,987,287
Value of interest in pooled separate accounts at beginning of year2015-12-31$161,420,831
Interest earned on other investments2015-12-31$23,687,810
Value of interest in common/collective trusts at end of year2015-12-31$107,026,258
Value of interest in common/collective trusts at beginning of year2015-12-31$107,564,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$473,463,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$499,654,210
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$207,954
Net investment gain/loss from pooled separate accounts2015-12-31$401,060
Net investment gain or loss from common/collective trusts2015-12-31$-538,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$48,777,999
Contract administrator fees2015-12-31$232,405
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 appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$19,872,331
Aggregate carrying amount (costs) on sale of assets2015-12-31$14,286,139
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 RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,462,065
Total unrealized appreciation/depreciation of assets2014-12-31$1,462,065
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$46,907,822
Total loss/gain on sale of assets2014-12-31$5,421,617
Total of all expenses incurred2014-12-31$121,886,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$121,605,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$940,498,601
Value of total assets at beginning of year2014-12-31$1,015,477,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$281,043
Total interest from all sources2014-12-31$24,539,710
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,288,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,288,602
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$869,204
Other income not declared elsewhere2014-12-31$207,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-74,978,963
Value of net assets at end of year (total assets less liabilities)2014-12-31$940,498,601
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,015,477,564
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
Assets. partnership/joint venture interests at end of year2014-12-31$96,424,050
Assets. partnership/joint venture interests at beginning of year2014-12-31$101,258,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$75,435,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$85,462,247
Value of interest in pooled separate accounts at end of year2014-12-31$161,420,831
Value of interest in pooled separate accounts at beginning of year2014-12-31$202,084,909
Interest earned on other investments2014-12-31$24,539,710
Value of interest in common/collective trusts at end of year2014-12-31$107,564,312
Value of interest in common/collective trusts at beginning of year2014-12-31$134,388,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$499,654,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$491,414,421
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$233,869
Net investment gain/loss from pooled separate accounts2014-12-31$22,128,670
Net investment gain or loss from common/collective trusts2014-12-31$-8,824,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$121,371,873
Contract administrator fees2014-12-31$281,043
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 appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$18,607,246
Aggregate carrying amount (costs) on sale of assets2014-12-31$13,185,629
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 RETIREMENT INCOME PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,703,254
Total unrealized appreciation/depreciation of assets2013-12-31$6,703,254
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$132,128,220
Total loss/gain on sale of assets2013-12-31$5,307,378
Total of all expenses incurred2013-12-31$46,759,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$46,451,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$1,015,477,564
Value of total assets at beginning of year2013-12-31$930,108,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$307,997
Total interest from all sources2013-12-31$26,477,487
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$655,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$655,168
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$869,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,114
Other income not declared elsewhere2013-12-31$171,953
Administrative expenses (other) incurred2013-12-31$89,418
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$85,368,724
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,015,477,564
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$930,108,840
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
Assets. partnership/joint venture interests at end of year2013-12-31$101,258,028
Assets. partnership/joint venture interests at beginning of year2013-12-31$100,080,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$85,462,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$76,530,995
Value of interest in pooled separate accounts at end of year2013-12-31$202,084,909
Value of interest in pooled separate accounts at beginning of year2013-12-31$132,067,504
Interest earned on other investments2013-12-31$26,477,487
Value of interest in common/collective trusts at end of year2013-12-31$134,388,755
Value of interest in common/collective trusts at beginning of year2013-12-31$121,697,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$491,414,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$457,221,869
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$248,635
Net investment gain/loss from pooled separate accounts2013-12-31$51,845,451
Net investment gain or loss from common/collective trusts2013-12-31$26,691,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$42,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$46,202,864
Contract administrator fees2013-12-31$218,579
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 appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$20,963,356
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,655,978
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 RETIREMENT INCOME PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$450,065
Total unrealized appreciation/depreciation of assets2012-12-31$450,065
Total income from all sources (including contributions)2012-12-31$128,468,934
Total loss/gain on sale of assets2012-12-31$5,393,508
Total of all expenses incurred2012-12-31$85,479,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$84,024,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$42,500,000
Value of total assets at end of year2012-12-31$930,108,840
Value of total assets at beginning of year2012-12-31$887,119,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,455,410
Total interest from all sources2012-12-31$26,236,986
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$836,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$836,122
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$164,411
Other income not declared elsewhere2012-12-31$140,770
Administrative expenses (other) incurred2012-12-31$1,133,680
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$42,989,284
Value of net assets at end of year (total assets less liabilities)2012-12-31$930,108,840
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$887,119,556
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
Assets. partnership/joint venture interests at end of year2012-12-31$100,080,047
Assets. partnership/joint venture interests at beginning of year2012-12-31$92,990,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$76,530,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$61,421,336
Value of interest in pooled separate accounts at end of year2012-12-31$132,067,504
Value of interest in pooled separate accounts at beginning of year2012-12-31$134,053,687
Interest earned on other investments2012-12-31$26,236,986
Value of interest in common/collective trusts at end of year2012-12-31$121,697,311
Value of interest in common/collective trusts at beginning of year2012-12-31$81,932,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$457,221,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$456,557,686
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$258,956
Net investment gain/loss from pooled separate accounts2012-12-31$23,873,048
Net investment gain or loss from common/collective trusts2012-12-31$20,764,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$42,500,000
Employer contributions (assets) at end of year2012-12-31$42,500,000
Employer contributions (assets) at beginning of year2012-12-31$60,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$83,765,284
Contract administrator fees2012-12-31$321,730
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 appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$16,842,238
Aggregate carrying amount (costs) on sale of assets2012-12-31$11,448,730
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 RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,288,256
Total unrealized appreciation/depreciation of assets2011-12-31$2,288,256
Total income from all sources (including contributions)2011-12-31$75,281,059
Total loss/gain on sale of assets2011-12-31$3,800,678
Total of all expenses incurred2011-12-31$43,623,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$42,945,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$60,000,000
Value of total assets at end of year2011-12-31$887,119,556
Value of total assets at beginning of year2011-12-31$855,462,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$677,642
Total interest from all sources2011-12-31$25,909,960
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$716,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$716,688
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$164,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$415,768
Administrative expenses (other) incurred2011-12-31$484,504
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$31,657,532
Value of net assets at end of year (total assets less liabilities)2011-12-31$887,119,556
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$855,462,024
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
Assets. partnership/joint venture interests at end of year2011-12-31$92,990,023
Assets. partnership/joint venture interests at beginning of year2011-12-31$91,515,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$61,421,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$134,053,687
Value of interest in pooled separate accounts at beginning of year2011-12-31$229,606,139
Interest earned on other investments2011-12-31$25,909,960
Value of interest in common/collective trusts at end of year2011-12-31$81,932,413
Value of interest in common/collective trusts at beginning of year2011-12-31$111,987,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$456,557,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$422,352,682
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$343,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,998,489
Net investment gain/loss from pooled separate accounts2011-12-31$-1,000,862
Net investment gain or loss from common/collective trusts2011-12-31$-9,850,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$60,000,000
Employer contributions (assets) at end of year2011-12-31$60,000,000
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$42,601,964
Contract administrator fees2011-12-31$193,138
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$18,398,300
Aggregate carrying amount (costs) on sale of assets2011-12-31$14,597,622
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
Accountancy firm EIN2011-12-31476097913
2010 : MUTUAL OF OMAHA RETIREMENT INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,203,154
Total unrealized appreciation/depreciation of assets2010-12-31$8,203,154
Total transfer of assets from this plan2010-12-31$541,286
Total income from all sources (including contributions)2010-12-31$110,319,186
Total loss/gain on sale of assets2010-12-31$1,618,001
Total of all expenses incurred2010-12-31$42,405,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,215,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$29,000,000
Value of total assets at end of year2010-12-31$855,462,024
Value of total assets at beginning of year2010-12-31$788,090,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$190,537
Total interest from all sources2010-12-31$25,177,601
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$410,030
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$67,913,306
Value of net assets at end of year (total assets less liabilities)2010-12-31$855,462,024
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$788,090,004
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
Assets. partnership/joint venture interests at end of year2010-12-31$91,515,788
Assets. partnership/joint venture interests at beginning of year2010-12-31$78,237,907
Investment advisory and management fees2010-12-31$190,537
Value of interest in pooled separate accounts at end of year2010-12-31$229,606,139
Value of interest in pooled separate accounts at beginning of year2010-12-31$167,182,575
Interest earned on other investments2010-12-31$25,177,601
Value of interest in common/collective trusts at end of year2010-12-31$111,987,415
Value of interest in common/collective trusts at beginning of year2010-12-31$74,090,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$422,352,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$443,578,973
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$369,937
Net investment gain/loss from pooled separate accounts2010-12-31$33,013,534
Net investment gain or loss from common/collective trusts2010-12-31$12,896,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$29,000,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$25,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$41,845,406
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,682,435
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,064,434
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
Accountancy firm EIN2010-12-31476097913
2009 : MUTUAL OF OMAHA RETIREMENT INCOME 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 RETIREMENT INCOME PLAN

2023: MUTUAL OF OMAHA RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME 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 RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 RETIREMENT INCOME 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 number39G 12052
Policy instance 3
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 2
Insurance contract or identification number39G 11416
Number of Individuals Covered171
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA 06200/10693
Policy instance 1
Insurance contract or identification numberGDA 06200/10693
Number of Individuals Covered7099
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA 06200/10693
Policy instance 1
Insurance contract or identification numberGDA 06200/10693
Number of Individuals Covered7725
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 12052
Policy instance 3
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 2
Insurance contract or identification number39G 11416
Number of Individuals Covered214
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA 06200/10693
Policy instance 1
Insurance contract or identification numberGDA 06200/10693
Number of Individuals Covered7760
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 2
Insurance contract or identification number39G 11416
Number of Individuals Covered252
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 12052
Policy instance 3
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 2
Insurance contract or identification number39G 11416
Number of Individuals Covered297
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA 06200/10693
Policy instance 1
Insurance contract or identification numberGDA 06200/10693
Number of Individuals Covered7810
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 2
Insurance contract or identification number39G 11416
Number of Individuals Covered346
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 12052
Policy instance 3
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA 06200/10693
Policy instance 1
Insurance contract or identification numberGDA 06200/10693
Number of Individuals Covered7896
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA 06200/10693
Policy instance 1
Insurance contract or identification numberGDA 06200/10693
Number of Individuals Covered7928
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 12052
Policy instance 3
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 2
Insurance contract or identification number39G 11416
Number of Individuals Covered394
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 12052
Policy instance 3
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 2
Insurance contract or identification number39G 11416
Number of Individuals Covered448
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA 06200/10693
Policy instance 1
Insurance contract or identification numberGDA 06200/10693
Number of Individuals Covered7944
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 1
Insurance contract or identification number39G 11416
Number of Individuals Covered542
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 13699
Policy instance 2
Insurance contract or identification number39G 13699
Number of Individuals Covered28
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 12052
Policy instance 3
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA 06200/10693
Policy instance 4
Insurance contract or identification numberGDA 06200/10693
Number of Individuals Covered7966
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 14440
Policy instance 6
Insurance contract or identification number39G 14440
Number of Individuals Covered316
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 13667
Policy instance 5
Insurance contract or identification number39G 13667
Number of Individuals Covered48
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 12052
Policy instance 4
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 3
Insurance contract or identification number39G 11416
Number of Individuals Covered618
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 13699
Policy instance 2
Insurance contract or identification number39G 13699
Number of Individuals Covered20
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA-6200/10693
Policy instance 1
Insurance contract or identification numberGDA-6200/10693
Number of Individuals Covered1321
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 numberGDA-6200/10693
Policy instance 1
Insurance contract or identification numberGDA-6200/10693
Number of Individuals Covered1727
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 14440
Policy instance 6
Insurance contract or identification number39G 14440
Number of Individuals Covered287
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 13667
Policy instance 5
Insurance contract or identification number39G 13667
Number of Individuals Covered46
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 12052
Policy instance 4
Insurance contract or identification number39G 12052
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 11416
Policy instance 3
Insurance contract or identification number39G 11416
Number of Individuals Covered682
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 13699
Policy instance 2
Insurance contract or identification number39G 13699
Number of Individuals Covered29
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 number39G 13699
Policy instance 2
Insurance contract or identification number39G 13699
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type 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 number39G 14440
Policy instance 6
Insurance contract or identification number39G 14440
Number of Individuals Covered192
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type 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 number39G 13667
Policy instance 5
Insurance contract or identification number39G 13667
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type 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 number39G 12052
Policy instance 4
Insurance contract or identification number39G 12052
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type 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 number39G 11416
Policy instance 3
Insurance contract or identification number39G 11416
Number of Individuals Covered728
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type 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 numberGDA-6200/10693
Policy instance 1
Insurance contract or identification numberGDA-6200/10693
Number of Individuals Covered1829
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?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 number39G 11416
Policy instance 3
Insurance contract or identification number39G 11416
Number of Individuals Covered793
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 12052
Policy instance 4
Insurance contract or identification number39G 12052
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 13667
Policy instance 5
Insurance contract or identification number39G 13667
Number of Individuals Covered38
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 13699
Policy instance 2
Insurance contract or identification number39G 13699
Number of Individuals Covered21
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGDA-6200/10693
Policy instance 1
Insurance contract or identification numberGDA-6200/10693
Number of Individuals Covered1958
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 14440
Policy instance 6
Insurance contract or identification number39G 14440
Number of Individuals Covered114
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 13667
Policy instance 5
Insurance contract or identification number39G 13667
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 12052
Policy instance 4
Insurance contract or identification number39G 12052
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 14440
Policy instance 6
Insurance contract or identification number39G 14440
Number of Individuals Covered64
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 11416
Policy instance 3
Insurance contract or identification number39G 11416
Number of Individuals Covered868
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number39G 13699
Policy instance 2
Insurance contract or identification number39G 13699
Number of Individuals Covered24
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGDA-6200/10693
Policy instance 1
Insurance contract or identification numberGDA-6200/10693
Number of Individuals Covered2037
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes

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