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Sponsor portfolio

OMAHA NATIONAL GROUP, INC.

EIN 81-2982871-insurance-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$2.5M premiums
Participants
489
9110 WEST DODGE ROAD, SUITE 300 - OMAHA, NE 68114844-761-8400omahanational.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$11.3M - 282 part#501Fully Insured-$2.5M - 350 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.5M
  • Health$2.3M
  • Dental$2.3M
  • Prescription drug$2.3M
  • Vision$152K
  • Life$152K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VIRTUS LLC100%
Total $102K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OMAHA NATIONAL GROUP RETIREMENT PLAN

401k

Assets$11.3M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OMAHA NATIONAL GROUP. INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OMAHA NATIONAL GROUP RETIREMENT PLAN401k$11.3M2822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OMAHA NATIONAL GROUP. INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M3502025
Retirement plans
Welfare plans
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