# SECURITY NATIONAL BANK WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **SECURITY NATIONAL BANK OF OMAHA**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SECURITY NATIONAL BANK OF OMAHA |
| EIN | 470485339 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | OMAHA, NE |
| Industry | banking |
| Funding | mixed |
| Total premiums | $403K |
| Participants | 238 |
| Persons covered | 238 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| SUN LIFE FINANCIAL | Dental, Vision |
| ALEGENT HEALTH | Other |

## Brokers

| Broker | Placed with |
|---|---|
| FIRST INSURANCE GROUP LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| FIRST INSURANCE GROUP LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| FIRST INSURANCE GROUP LLC | UNUM INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/470485339-501
- Cite as: PlanOptica, https://planoptica.com/welfare/470485339-501
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