FIRST NATIONAL BANK OF OMAHA
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #1631 of mapped providers
Assets under administration$944M0.0%Market share · rank #3993
Fees received$832,010Median $78,361/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FIRST NATIONAL BANK OF OMAHA plan look like?
Service mix · median fees per plan
Count of plans where FIRST NATIONAL BANK OF OMAHA ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 2 | $47,721 | |
Investment management; Custodial (securities)Code 19 | 1 | $105,944 | |
Trustee (individual); Recordkeeping fees; Investment management fees paid directly by planCode 20 | 1 | $479,925 | |
Investment advisory (plan)Code 27 | 1 | $108,284 | |
Recordkeeping feesCode 64 | 1 | $42,415 |
Competitor overlap
Percent of FIRST NATIONAL BANK OF OMAHA's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FIRST NATIONAL BANK OF OMAHA.
| Sponsor | From | Assets |
|---|---|---|
STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 401(K) PLANNE · 470799180-002 | ASCENSUS LLC | $108M |
FIRST BANK CORPAR · 710682703-001 | FUTURE PLAN CONSULTING - FORT WAYNE | $75M |
Plans lost in 2024
Appeared last year under FIRST NATIONAL BANK OF OMAHA; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES STEAMFITTERS LOCAL UNION NO. 464NE · 476045941-001 | $251M | 1,838 | $479,925 | 10y | - |
IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEESNE · 476061061-001 | $210M | 2,671 | $105,944 | 10y | - |
AMPCO-PITTSBURGH CORPORATIONPA · 251117717-001 | $161M | 2,015 | $50,777 | 7y | - |
MISSION INTERNAL MEDICAL GROUP, INCCA · 952794408-002 | $141M | 189 | $44,665 | 3y | - |
SPITZER MANAGEMENT, INC.OH · 340795747-001 | $107M | 1,457 | $108,284 | 10y | 1 |
FIRST BANK CORPAR · 710682703-001 | $75M | 591 | $42,415 | 1y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into FIRST NATIONAL BANK OF OMAHA.
- 1ST NATIONAL BANK OF OMAHA
- FIRST NATIONAL BANK
- FIRST NATIONAL BANK & TRUST COMPANY
- FIRST NATIONAL BANK AND TRUST
- FIRST NATIONAL BANK FOR THE FLOAT R
- FIRST NATIONAL BANK OF OMAHA
- FIRST NATIONAL BANK OMAHA
- FIRST NATIONAL BANK TRUST COMPANY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FIRST NATIONAL BANK OF OMAHA's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FIRST NATIONAL BANK OF OMAHA. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent