Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MDWEST ONE, P.C.
EIN 47-0619405Health Care and Social AssistanceLatest filing 2024
Plans
5
Retirement
2
$90.3M assets
Welfare
3
$3.1M premiums
Participants
1,156
8005 FARNAM DRIVE, SUITE 305 - OMAHA, NE 68114402-390-4892
Retirement portfolio analytics
2 plans aggregated / $90.3M assets / 515 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- NATIONWIDE100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $3.1M premiums / 874 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Prescription drug$2.7M
- Dental$265K
- Vision$265K
- Other$138K
- Life$133K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- AMERITAS LIFE INSURANCE CORP.9%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- NEBRASKA METHODIST HEALTH SYSTEM D/B/A BESTCARE EAP0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MDWEST ONE, P. C. PROFIT SHARING PLAN
401k
Assets$67.2M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MDWEST ONE, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$23.1M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MD WEST ONE, PC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF NEBRASKA
Premiums$2.7M
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
MD WEST ONE, PC HEALTH AND WELFARE PLAN
Fully Insured - AMERITAS LIFE INSURANCE CORPORATION
Premiums$265K
Covered lives435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
MD WEST ONE, PC HEALTH AND WELFARE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$133K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MDWEST ONE, P. C. PROFIT SHARING PLAN | 401k | $67.2M | 316 | 2024 | |
| 004 | MDWEST ONE, P.C. CASH BALANCE PENSION PLAN | CashBalance | $23.1M | 199 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MD WEST ONE, PC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF NEBRASKA | $2.7M | 237 | 2024 | |
| 503 | MD WEST ONE, PC HEALTH AND WELFARE PLAN | Fully Insured | AMERITAS LIFE INSURANCE CORPORATION | $265K | 435 | 2024 | |
| 501 | MD WEST ONE, PC HEALTH AND WELFARE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $133K | 202 | 2024 |
Retirement plans
Welfare plans