Retirement plan

CENTRAL STATES INDEMNITY CO. OF OMAHA EMPLOYEES' PROGRESS SHARING PLAN

Name: CENTRAL STATES INDEMNITY CO. OF OMAHA - CENTRAL STATES INDEMNITY CO. OF OMAHA EMPLOYEES' PROGRESS SHARING PLAN (2015) Form 5500
Creator: CENTRAL STATES INDEMNITY CO. OF OMAHA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL STATES INDEMNITY CO. OF OMAHA EMPLOYEES' PROGRESS SHARING PLAN, CENTRAL STATES INDEMNITY CO. OF OMAHA

CENTRAL STATES INDEMNITY CO. OF OMAHAEIN 47-0591908Plan #002PY 2015

1212 N. 96TH STREET - OMAHA, NE 681142200402-997-8000LinkedIn51-200 employeesinsurance

Other plans on this EIN

2 filings

#001Retirement-$12.9M assets #003Retirement-$12.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.6M

No prior year

Total participants

125

No prior year

Average account balance

$53,926

No prior year

Annual return

-0.37%

No prior year

Benchmarks

See 7,498 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,498 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.49%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LUTZ & COMAPNY, PC
Auditor EIN: 470625816
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,926

$82,028-34.3%

$123,105-56.2%

$59,633-9.6%

Participation rate

96.5%

83.2%+13.3pp

86.8%+9.7pp

68.7%+27.8pp

Annual return

-0.37%

5.12%-5.5pp

13.22%-13.6pp

2041.45%-2041.8pp

Employer contribution / active EE

$3,753

$3,297+13.8%

$5,151-27.1%

$2,203+70.4%

Participant deferral / active EE

$4,667-100.0%

$6,229-100.0%

$3,192-100.0%

Admin fee / account holder

$5,879-100.0%

$9,014-100.0%

$4,297-100.0%

CENTRAL STATES INDEMNITY CO. OF OMAHA EMPLOYEES' PROGRESS SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL STATES INDEMNITY CO. OF OMAHA EMPLOYEES' PROGRESS SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion