Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
403b
401k
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE WILDERNESS SOCIETY 403(B) PLAN | 403b | $25.7M | 238 | 2024 | |
| 004 | THE WILDERNESS SOCIETY 401(A) RETIREMENT PLAN | 401k | $18.8M | 244 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WILDERNESS SOCIETY EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $146K | 143 | 2025 |