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  2. Mdwest One, P.C.
  • Retirement analytics
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Filings through Oct 24, 2026.

Mdwest One, P.C.

EIN 47-0619405-Health Care and Social Assistance-Latest filing 2025
Plans
5
Retirement
2
$95.7M assets
Health & Benefits
3
$2.8M premiums
Participants
1,139
8005 FARNAM DRIVE, SUITE 305 - OMAHA, NE 68114402-390-4892
Plans on this EIN
5 filings
#002401(k)-$72.7M - 315 part#004Cash balance-$23.0M - 215 part#502Fully insured-$2.5M - 219 lives#503Fully insured-$216K - 782 lives#501Fully insured-$114K - 204 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $95.7M assets / 530 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$72.7M
  • CASH BALANCE PENSION (#004)$23.0M
Total $95.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NATIONWIDE$95.7M
Total $95.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)315
  • CASH BALANCE PENSION (#004)215
Total 530Select a row to open it

Benefits portfolio analytics

3 plans / $2.8M premiums / 1,205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$216K
  • Vision$216K
  • Other$119K
  • Life$114K
  • +2 more
Total $2.8M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MDWEST ONE, P. C. PROFIT SHARING PLAN

401(k)

Assets$72.7M
Participants315
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

MDWEST ONE, P.C. CASH BALANCE PENSION PLAN

Cash balance

Assets$23.0M
Participants215
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

MD WEST ONE, PC HEALTH AND WELFARE PLAN

Fully insured - MEDICA INSURANCE COMPANY

Premiums$2.5M
Covered lives219
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

MD WEST ONE, PC HEALTH AND WELFARE PLAN

Fully insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$216K
Covered lives782
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

MD WEST ONE, PC HEALTH AND WELFARE PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$114K
Covered lives204
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MDWEST ONE, P. C. PROFIT SHARING PLAN401(k)$72.7M3152025
#004MDWEST ONE, P.C. CASH BALANCE PENSION PLANCash balance$23.0M2152025
  • MDWEST ONE, P. C. PROFIT SHARING PLAN$72.7M
    #002 · 401(k) · 2025315
  • MDWEST ONE, P.C. CASH BALANCE PENSION PLAN$23.0M
    #004 · Cash balance · 2025215

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502MD WEST ONE, PC HEALTH AND WELFARE PLANFully insuredMEDICA INSURANCE COMPANY$2.5M2192025
#503MD WEST ONE, PC HEALTH AND WELFARE PLANFully insuredAMERITAS LIFE INSURANCE CORPORATION$216K7822025
#501MD WEST ONE, PC HEALTH AND WELFARE PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$114K2042025
  • MD WEST ONE, PC HEALTH AND WELFARE PLAN$2.5M
    #502 · Fully insured · MEDICA INSURANCE COMPANY · 2025219
  • MD WEST ONE, PC HEALTH AND WELFARE PLAN$216K
    #503 · Fully insured · AMERITAS LIFE INSURANCE CORPORATION · 2025782
  • MD WEST ONE, PC HEALTH AND WELFARE PLAN$114K
    #501 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025204
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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