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Sponsor portfolio

MUTUAL OF OMAHA MORTGAGE

EIN 46-1728831-financial services-Latest filing 2025
Plans
2
Retirement
1
$67.9M assets
Welfare
1
$1.5M premiums
Participants
3,079
3131 CAMINO DEL RIO N, SUITE 1100 - SAN DIEGO, CA 92108619-794-1847mutualmortgage.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$67.9M - 1,574 part#501Fully Insured-$1.5M - 1,496 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,496 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$628K
  • Life$409K
  • Long-term disability$292K
  • Short-term disability$211K
  • Health$193K
  • Prescription drug$193K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY69%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • UNITEDHEALTHCARE INSURANCE COMPANY9%
  • COMBINED INSURANCE COMPANY OF AMERICA8%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • CENTENNIAL GROUP BENEFITS49%
  • TIPPETT MOORHEAD & HADEN28%
  • CENTENNIAL GROUP BENEFITS INSURANCE19%
  • GCG FINANCIAL LLC4%
Total $218K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MUTUAL OF OMAHA MORTGAGE 401(K) PLAN

401k

Assets$67.9M
Participants1,574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MUTUAL OF OMAHA MORTGAGE WELFARE BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,496
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MUTUAL OF OMAHA MORTGAGE 401(K) PLAN401k$67.9M1,5742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MUTUAL OF OMAHA MORTGAGE WELFARE BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$1.5M1,4962025
Retirement plans
Welfare plans
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