Assets by plan
Share of aggregate retirement assets
- 5% 90 DAY (#005)$23.6M
- 4% 30 DAY (#001)$17.9M
- 2% 30 DAY (#002)$3.4M
- 3% 30 DAY (#004)$892K
- 2% 90 DAY (#003)$340K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
5 plans aggregated / $46.1M assets / 844 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.4M premiums / 1,599 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
401(k)
401(k)
401(k)
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
5 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | AE 401(K) PLAN 5% 90 DAY | 401(k) | $23.6M | 501 | 2025 |
| #001 | AE 401(K) PLAN 6% & 4% 30 DAY | 401(k) | $17.9M | 115 | 2025 |
| #002 | AE 401(K) PLAN 3% & 2% 30 DAY | 401(k) | $3.4M | 122 | 2025 |
| #004 | AE 401(K) PLAN 3% 30 DAY | 401(k) | $892K | 44 | 2025 |
| #003 | AE 401(K) PLAN 3% & 2% 90 DAY | 401(k) | $340K | 62 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | AMBASSADOR ENTERPRISES, LLC HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2.4M | 1,599 | 2025 |