UNITED OF OMAHA
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served71-17 YoYRank #273 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2584
Fees received$1MMedian $3,737/planSum across Schedule C direct + indirect
Net wins YoY-166 won · 22 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 UNITED OF OMAHA plan look like?
Service mix · median fees per plan
Count of plans where UNITED OF OMAHA ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management fees paid indirectly by plan; Participant loan processing; Direct payment from the planCode 15 | 29 | $3,369 | |
Shareholder servicing fees; Other fees; Direct payment from the plan; Investment management fees paid indirectly by plan; Participant loan processingCode 37 | 22 | $2,228 | |
Other services; Other insurance wrap feesCode 49 | 12 | $0 | |
Investment advisory (plan); Direct payment from the planCode 27 | 9 | $10,524 | |
Other fees; Recordkeeping fees; Direct payment from the planCode 50 | 7 | $1,700 | |
Participant communication; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 13 | 3 | $8,993 | |
Investment management fees paid indirectly by plan; Shareholder servicing feesCode 52 | 2 | $1,656 | |
Recordkeeping feesCode 64 | 2 | $10,448 |
Competitor overlap
Percent of UNITED 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 UNITED OF OMAHA.
| Sponsor | From | Assets |
|---|---|---|
CRESCENT PLASTICS, INC.IN · 350851142-002 | FORVIS, LLP | $72M |
MORROW COUNTY GRAIN GROWERS, INC.OR · 930230800-003 | (new plan) | $12M |
MPI INCORPORATEDNY · 141500755-001 | (new plan) | $10M |
INTERNATIONAL BUSINESS SALES & SERVICES CORP.MD · 521765836-001 | STADION MONEY MANAGEMENT | $9M |
Plans lost in 2024
Appeared last year under UNITED OF OMAHA; not this year.
| Sponsor | To | Assets |
|---|---|---|
LC INDUSTRIESNC · 560686307-002 | PRINCIPAL LIFE INSURANCE COMPANY | $64M |
MARKETING ASSOCIATES, LLCMI · 383585841-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $48M |
AETHON ENERGY OPERATING LLCTX · 471238081-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $40M |
LAMP RYNEARSON, INC.NE · 470444321-002 | LINCOLN NATIONAL CORPORATION | $33M |
OMAHA ZOOLOGICAL SOCIETYNE · 470469782-002 | LINCOLN NATIONAL CORPORATION | $24M |
LINPEPCO PARTNERSHIPNE · 470672941-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $22M |
ADTRAV CORPORATIONAL · 630730104-002 | PRINCIPAL LIFE INSURANCE COMPANY | $7M |
PACIFIC PLASTICS, INC.CA · 953452955-001 | (new plan) | $7M |
KNIGHTEN MACHINE & SERVICE, INC.TX · 751391331-002 | ADP BROKER-DEALER | $5M |
THE VILLAGE AT MARYMOUNTOH · 205652595-001 | HW&CO. | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | $985M | 8,304 | $102,182 | 6y | - |
MUTUAL OF OMAHA INSURANCE COMPANYNE · 470246511-004 | $960M | 327 | $255,740 | 10y | - |
WOODHOUSE FORD, INC.NE · 470565206-001 | $96M | 1,660 | $99,357 | 10y | 2 |
CRESCENT PLASTICS, INC.IN · 350851142-002 | $72M | 642 | $6,979 | 1y | - |
FUTURE FOAM, INC.IA · 420836191-001 | $58M | 1,207 | $17,907 | 7y | 1 |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | $52M | 314 | $8,993 | 10y | - |
THE FEDERAL SAVINGS BANKIL · 431883419-001 | $49M | 1,444 | $12,750 | 10y | - |
FESTIVAL FUN PARKS, LLCPA · 770486724-001 | $32M | 977 | $6,649 | 10y | 2 |
ROCKY VISTA UNIVERSITY, LLCCO · 204761077-001 | $26M | 561 | $4,664 | 10y | - |
WALNUT CREEK FORD, INC.CA · 680193997-002 | $24M | 445 | $4,975 | 10y | - |
Flag exposure
71.8%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 (21)
Raw Schedule C names collapsed into UNITED OF OMAHA.
- MUTUAL OF OMAH
- MUTUAL OF OMAHA
- MUTUAL OF OMAHA INSURANCE CO
- MUTUAL OF OMAHA INSURANCE COMPANY
- MUTUAL OF OMAHA INVESTOR SERVICES
- MUTUAL OF OMAHA INVESTOR SERVICES 1
- MUTUAL OF OMAHA INVESTOR SERVICES I
- MUTUAL OF OMAHA INVESTOR SERVICES,
- MUTUAL OF OMAHA MARKETING CORPORATI
- MUTUL OF OMAHA
- UNIED OF OMAHA
- UNIOTED OF OMAHA
- UNITED OF MUTUAL
- UNITED OF OMAHA
- UNITED OF OMAHA INSURANCE COMPANY
- UNITED OF OMAHA LIFE INSURANCE CO
- UNITED OF OMAHA LIFE INSURANCE CO.
- UNITED OF OMAHA LIFE INSURANCE COM
- UNITED OF OMAHA LIFE INSURANCE COMP
- UNITED OF OMANA
- UNTITED OF OMAHA
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 UNITED 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 | 6 | 8.45% | 7.76% | +0.69 pp |
| Fidelity bond gap | 8 | 11.27% | 26.94% | -15.67 pp |
| Late contributions | 14 | 19.72% | 1.71% | +18.01 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 15 | 21.13% | 1.76% | +19.37 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 UNITED OF OMAHA. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).