Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MUTUAL OF OMAHA INSURANCE COMPANY
EIN 47-0246511Finance and InsuranceLatest filing 2024
Plans
7
Retirement
3
$2.49B assets
Welfare
4
$17.0M premiums
Participants
16,484
MUTUAL OF OMAHA PLAZA - OMAHA, NE 68175402-351-3300
Retirement portfolio analytics
3 plans aggregated / $2.49B assets / 9,359 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
61%top
- ASCENSUS LLC61%
- (Not disclosed)39%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $17.0M premiums / 6,965 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$4.8M
- Long-term disability$4.6M
- Other$4.0M
- Life$3.3M
- Vision$716K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY84%
- AETNA LIFE INSURANCE COMPANY11%
- EYE MED4%
- ARAG INSURANCE COMPANY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
401k
Assets$1.02B
Participants7,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MUTUAL OF OMAHA RETIREMENT INCOME PLAN
TraditionalDB
Assets$960.4M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
401k
Assets$515.9M
Participants1,866
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MUTUAL OF OMAHA WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$14.1M
Covered lives6,173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540
RETIREE GROUP HEALTH PLAN
Mixed - AETNA LIFE INSURANCE CO
Premiums$1.2M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
RETIRED GROUP LIFE INS PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
RETIREE MEDICAL PLAN
Mixed - AETNA LIFE INSURANCE CO
Premiums$591K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN | 401k | $1.02B | 7,166 | 2024 | |
| 004 | MUTUAL OF OMAHA RETIREMENT INCOME PLAN | TraditionalDB | $960.4M | 327 | 2024 | |
| 005 | MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN | 401k | $515.9M | 1,866 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MUTUAL OF OMAHA WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $14.1M | 6,173 | 2024 | |
| 540 | RETIREE GROUP HEALTH PLAN | Mixed | AETNA LIFE INSURANCE CO | $1.2M | 354 | 2024 | |
| 503 | RETIRED GROUP LIFE INS PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.1M | 320 | 2024 | |
| 502 | RETIREE MEDICAL PLAN | Mixed | AETNA LIFE INSURANCE CO | $591K | 118 | 2024 |
Retirement plans
Welfare plans