MUTUAL OF OMAHA INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $82,065,693 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $56,397,712 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $56,356,581 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $38,206 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $6,764,187 |
| Value of total assets at end of year | 2023-12-31 | $528,185,350 |
| Value of total assets at beginning of year | 2023-12-31 | $502,517,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $2,925 |
| Total interest from all sources | 2023-12-31 | $3,522,392 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $4,781,156 |
| Participant contributions at end of year | 2023-12-31 | $922,224 |
| Participant contributions at beginning of year | 2023-12-31 | $1,243,610 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $386,634 |
| Total non interest bearing cash at end of year | 2023-12-31 | $6,147 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $3,101 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $25,667,981 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $528,185,350 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $502,517,369 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $409,853,092 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $369,052,542 |
| Interest on participant loans | 2023-12-31 | $52,762 |
| Interest earned on other investments | 2023-12-31 | $3,469,630 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $117,403,887 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $132,218,116 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $71,779,114 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,596,397 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $56,356,581 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2023-12-31 | 450250958 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $82,065,693 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $56,397,712 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $56,356,581 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $38,206 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $6,764,187 |
| Value of total assets at end of year | 2023-01-01 | $528,185,350 |
| Value of total assets at beginning of year | 2023-01-01 | $502,517,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $2,925 |
| Total interest from all sources | 2023-01-01 | $3,522,392 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $4,781,156 |
| Participant contributions at end of year | 2023-01-01 | $922,224 |
| Participant contributions at beginning of year | 2023-01-01 | $1,243,610 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $386,634 |
| Total non interest bearing cash at end of year | 2023-01-01 | $6,147 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $3,101 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $25,667,981 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $528,185,350 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $502,517,369 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $409,853,092 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $369,052,542 |
| Interest on participant loans | 2023-01-01 | $52,762 |
| Interest earned on other investments | 2023-01-01 | $3,469,630 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $117,403,887 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $132,218,116 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $71,779,114 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,596,397 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $56,356,581 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2023-01-01 | 450250958 |
| 2022 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-74,444,941 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $47,529,521 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $47,495,342 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $31,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,177,546 |
| Value of total assets at end of year | 2022-12-31 | $502,517,369 |
| Value of total assets at beginning of year | 2022-12-31 | $624,491,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,175 |
| Total interest from all sources | 2022-12-31 | $3,178,456 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $5,349,732 |
| Participant contributions at end of year | 2022-12-31 | $1,243,610 |
| Participant contributions at beginning of year | 2022-12-31 | $1,658,412 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $264 |
| Administrative expenses (other) incurred | 2022-12-31 | $3,175 |
| Total non interest bearing cash at end of year | 2022-12-31 | $3,101 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $23,010 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-121,974,462 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $502,517,369 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $624,491,831 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $369,052,542 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $495,924,077 |
| Interest on participant loans | 2022-12-31 | $54,790 |
| Interest earned on other investments | 2022-12-31 | $3,123,666 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $132,218,116 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $126,886,332 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-84,800,943 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,827,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $47,495,342 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2022-12-31 | 450250958 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-74,444,941 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $47,529,521 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $47,495,342 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $31,004 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $7,177,546 |
| Value of total assets at end of year | 2022-01-01 | $502,517,369 |
| Value of total assets at beginning of year | 2022-01-01 | $624,491,831 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,175 |
| Total interest from all sources | 2022-01-01 | $3,178,456 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $5,349,732 |
| Participant contributions at end of year | 2022-01-01 | $1,243,610 |
| Participant contributions at beginning of year | 2022-01-01 | $1,658,412 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $264 |
| Administrative expenses (other) incurred | 2022-01-01 | $3,175 |
| Total non interest bearing cash at end of year | 2022-01-01 | $3,101 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $23,010 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-121,974,462 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $502,517,369 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $624,491,831 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $369,052,542 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $495,924,077 |
| Interest on participant loans | 2022-01-01 | $54,790 |
| Interest earned on other investments | 2022-01-01 | $3,123,666 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $132,218,116 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $126,886,332 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-84,800,943 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $1,827,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $47,495,342 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2022-01-01 | 450250958 |
| 2021 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $85,104,257 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $56,832,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $56,790,438 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $36,885 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,290,303 |
| Value of total assets at end of year | 2021-12-31 | $624,491,831 |
| Value of total assets at beginning of year | 2021-12-31 | $596,219,822 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,925 |
| Total interest from all sources | 2021-12-31 | $3,265,903 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $6,124,793 |
| Participant contributions at end of year | 2021-12-31 | $1,658,412 |
| Participant contributions at beginning of year | 2021-12-31 | $1,963,028 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $109,860 |
| Administrative expenses (other) incurred | 2021-12-31 | $4,925 |
| Total non interest bearing cash at end of year | 2021-12-31 | $23,010 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $2,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $28,272,009 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $624,491,831 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $596,219,822 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $495,924,077 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $460,519,621 |
| Interest on participant loans | 2021-12-31 | $75,643 |
| Interest earned on other investments | 2021-12-31 | $3,190,260 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $126,886,332 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $133,735,173 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $73,548,051 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $2,055,650 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $56,790,438 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2021-12-31 | 450250958 |
| 2020 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $75,751,079 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $48,344,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $48,269,735 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $70,584 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,933,889 |
| Value of total assets at end of year | 2020-12-31 | $596,219,822 |
| Value of total assets at beginning of year | 2020-12-31 | $568,813,412 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,350 |
| Total interest from all sources | 2020-12-31 | $3,269,368 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $6,626,266 |
| Participant contributions at end of year | 2020-12-31 | $1,963,028 |
| Participant contributions at beginning of year | 2020-12-31 | $2,794,802 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $82,107 |
| Administrative expenses (other) incurred | 2020-12-31 | $4,350 |
| Total non interest bearing cash at end of year | 2020-12-31 | $2,000 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $27,406,410 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $596,219,822 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $568,813,412 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $460,519,621 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $447,620,535 |
| Interest on participant loans | 2020-12-31 | $112,556 |
| Interest earned on other investments | 2020-12-31 | $3,156,812 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $133,735,173 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $118,398,075 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $63,547,822 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $2,225,516 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $48,269,735 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SEIM JOHNSON, LLP |
| Accountancy firm EIN | 2020-12-31 | 476097913 |
| 2019 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 2019-12-31 | $347,727,657 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $117,219,027 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $44,552,674 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $44,384,548 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $157,101 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,589,992 |
| Value of total assets at end of year | 2019-12-31 | $568,813,412 |
| Value of total assets at beginning of year | 2019-12-31 | $843,874,716 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,025 |
| Total interest from all sources | 2019-12-31 | $2,961,440 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $6,940,979 |
| Participant contributions at end of year | 2019-12-31 | $2,794,802 |
| Participant contributions at beginning of year | 2019-12-31 | $10,315,729 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $321,192 |
| Administrative expenses (other) incurred | 2019-12-31 | $11,025 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $315 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $72,666,353 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $568,813,412 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $843,874,716 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $447,620,535 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $682,567,008 |
| Interest on participant loans | 2019-12-31 | $119,396 |
| Interest earned on other investments | 2019-12-31 | $2,842,044 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $118,398,075 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $150,991,664 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $104,667,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $2,327,821 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $44,384,548 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SEIM JOHNSON, LLP |
| Accountancy firm EIN | 2019-12-31 | 476097913 |
| 2018 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $350,597 |
| Total transfer of assets from this plan | 2018-12-31 | $327,620 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $10,624,290 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $69,625,713 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $68,835,429 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $708,591 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $61,152,735 |
| Value of total assets at end of year | 2018-12-31 | $843,874,716 |
| Value of total assets at beginning of year | 2018-12-31 | $902,853,162 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $81,693 |
| Total interest from all sources | 2018-12-31 | $3,406,529 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $30,447,340 |
| Participant contributions at end of year | 2018-12-31 | $10,315,729 |
| Participant contributions at beginning of year | 2018-12-31 | $10,129,088 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $5,106,810 |
| Administrative expenses (other) incurred | 2018-12-31 | $81,693 |
| Total non interest bearing cash at end of year | 2018-12-31 | $315 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $17,938 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-59,001,423 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $843,874,716 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $902,853,162 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $682,567,008 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $742,853,915 |
| Interest on participant loans | 2018-12-31 | $384,585 |
| Interest earned on other investments | 2018-12-31 | $3,021,944 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $150,991,664 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $149,852,221 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-53,934,974 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $25,598,585 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $68,835,429 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | SEIM JOHNSON, LLP |
| Accountancy firm EIN | 2018-12-31 | 476097913 |
| 2017 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $49,616 |
| Total transfer of assets from this plan | 2017-12-31 | $7,118,337 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $181,299,896 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $43,527,457 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $43,094,482 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $360,750 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $57,609,822 |
| Value of total assets at end of year | 2017-12-31 | $902,853,162 |
| Value of total assets at beginning of year | 2017-12-31 | $772,149,444 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $72,225 |
| Total interest from all sources | 2017-12-31 | $3,102,174 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $28,934,136 |
| Participant contributions at end of year | 2017-12-31 | $10,129,088 |
| Participant contributions at beginning of year | 2017-12-31 | $10,801,194 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $5,020,373 |
| Administrative expenses (other) incurred | 2017-12-31 | $72,225 |
| Total non interest bearing cash at end of year | 2017-12-31 | $17,938 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $158,448 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $137,772,439 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $902,853,162 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $772,149,444 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $742,853,915 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $599,550,581 |
| Interest on participant loans | 2017-12-31 | $355,439 |
| Interest earned on other investments | 2017-12-31 | $2,746,735 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $149,852,221 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $161,631,508 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $120,587,900 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $23,655,313 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $7,713 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $43,094,482 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | SEIM JOHNSON, LLP |
| Accountancy firm EIN | 2017-12-31 | 476097913 |
| 2016 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $56,536 |
| Total transfer of assets from this plan | 2016-12-31 | $114,046 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $105,844,399 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $37,852,776 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $37,263,217 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $514,910 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $47,169,322 |
| Value of total assets at end of year | 2016-12-31 | $772,149,444 |
| Value of total assets at beginning of year | 2016-12-31 | $704,215,331 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $74,649 |
| Total interest from all sources | 2016-12-31 | $3,093,363 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $25,571,222 |
| Participant contributions at end of year | 2016-12-31 | $10,801,194 |
| Participant contributions at beginning of year | 2016-12-31 | $10,692,306 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $5,301,034 |
| Administrative expenses (other) incurred | 2016-12-31 | $74,649 |
| Total non interest bearing cash at end of year | 2016-12-31 | $158,448 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $3,954 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $67,991,623 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $772,149,444 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $704,215,331 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $599,550,581 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $537,779,933 |
| Interest on participant loans | 2016-12-31 | $341,978 |
| Interest earned on other investments | 2016-12-31 | $2,751,385 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $161,631,508 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $155,739,138 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $55,581,714 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $16,297,066 |
| Employer contributions (assets) at end of year | 2016-12-31 | $7,713 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $37,263,217 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | SEIM JOHNSON, LLP |
| Accountancy firm EIN | 2016-12-31 | 476097913 |
| 2015 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $332,701 |
| Total transfer of assets from this plan | 2015-12-31 | $109,045 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,094 |
| Total income from all sources (including contributions) | 2015-12-31 | $40,358,833 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $42,143,017 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $41,476,557 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $594,534 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $44,046,529 |
| Value of total assets at end of year | 2015-12-31 | $704,215,331 |
| Value of total assets at beginning of year | 2015-12-31 | $705,776,953 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $71,926 |
| Total interest from all sources | 2015-12-31 | $3,155,983 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $24,251,652 |
| Participant contributions at end of year | 2015-12-31 | $10,692,306 |
| Participant contributions at beginning of year | 2015-12-31 | $10,673,263 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,625,300 |
| Administrative expenses (other) incurred | 2015-12-31 | $71,926 |
| Total non interest bearing cash at end of year | 2015-12-31 | $3,954 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $2,487 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-1,784,184 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $704,215,331 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $705,775,859 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $537,779,933 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $538,985,643 |
| Interest on participant loans | 2015-12-31 | $333,820 |
| Interest earned on other investments | 2015-12-31 | $2,822,163 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $155,739,138 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $156,115,560 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-6,843,679 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $15,169,577 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $41,476,557 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,094 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | SEIM JOHNSON, LLP |
| Accountancy firm EIN | 2015-12-31 | 476097913 |
| 2014 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $1,145,596 |
| Total transfer of assets from this plan | 2014-12-31 | $14,931 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,094 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $75,745,092 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $42,663,091 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $42,130,716 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $459,774 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $40,780,178 |
| Value of total assets at end of year | 2014-12-31 | $705,776,953 |
| Value of total assets at beginning of year | 2014-12-31 | $671,563,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $72,601 |
| Total interest from all sources | 2014-12-31 | $3,604,912 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $22,533,101 |
| Participant contributions at end of year | 2014-12-31 | $10,673,263 |
| Participant contributions at beginning of year | 2014-12-31 | $10,437,966 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $4,361,129 |
| Administrative expenses (other) incurred | 2014-12-31 | $72,601 |
| Total non interest bearing cash at end of year | 2014-12-31 | $2,487 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $2,412 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $33,082,001 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $705,775,859 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $671,563,193 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $538,985,643 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $506,180,137 |
| Interest on participant loans | 2014-12-31 | $328,296 |
| Interest earned on other investments | 2014-12-31 | $3,276,616 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $156,115,560 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $154,942,678 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $31,360,002 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $13,885,948 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $42,130,716 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,094 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | SEIM, JOHNSON, LLP |
| Accountancy firm EIN | 2014-12-31 | 476097913 |
| 2013 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $429,684 |
| Total transfer of assets from this plan | 2013-12-31 | $2,200,276 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $92,920 |
| Total income from all sources (including contributions) | 2013-12-31 | $126,572,691 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $32,536,909 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $31,927,815 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $529,219 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $35,073,816 |
| Value of total assets at end of year | 2013-12-31 | $671,563,193 |
| Value of total assets at beginning of year | 2013-12-31 | $579,390,923 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $79,875 |
| Total interest from all sources | 2013-12-31 | $4,051,688 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $21,130,866 |
| Participant contributions at end of year | 2013-12-31 | $10,437,966 |
| Participant contributions at beginning of year | 2013-12-31 | $9,733,282 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,560,109 |
| Administrative expenses (other) incurred | 2013-12-31 | $79,875 |
| Total non interest bearing cash at end of year | 2013-12-31 | $2,412 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $102,532 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $94,035,782 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $671,563,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $579,298,003 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $506,180,137 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $414,877,741 |
| Interest on participant loans | 2013-12-31 | $312,636 |
| Interest earned on other investments | 2013-12-31 | $3,739,052 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $154,942,678 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $154,677,368 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $87,447,187 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $11,382,841 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $31,927,815 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $92,920 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | SEIM, JOHNSON, LLP |
| Accountancy firm EIN | 2013-12-31 | 476097913 |
| 2012 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2012 401k financial data |
|---|
| Total transfer of assets to this plan | 2012-12-31 | $612,200 |
| Total transfer of assets from this plan | 2012-12-31 | $-61,562 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $92,920 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $92,767,860 |
| Total of all expenses incurred | 2012-12-31 | $30,415,363 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $29,653,258 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $671,282 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $31,937,911 |
| Value of total assets at end of year | 2012-12-31 | $579,390,923 |
| Value of total assets at beginning of year | 2012-12-31 | $516,394,868 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $90,823 |
| Total interest from all sources | 2012-12-31 | $4,461,732 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $19,463,194 |
| Participant contributions at end of year | 2012-12-31 | $9,733,282 |
| Participant contributions at beginning of year | 2012-12-31 | $9,157,445 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,932,017 |
| Administrative expenses (other) incurred | 2012-12-31 | $90,823 |
| Total non interest bearing cash at end of year | 2012-12-31 | $102,532 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $62,352,497 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $579,298,003 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $516,394,868 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $414,877,741 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $365,109,163 |
| Interest on participant loans | 2012-12-31 | $308,063 |
| Interest earned on other investments | 2012-12-31 | $4,153,669 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $154,677,368 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $142,128,260 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $56,368,217 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $10,542,700 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $29,653,258 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $92,920 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | SEIM, JOHNSON, LLP |
| Accountancy firm EIN | 2012-12-31 | 476097913 |
| 2011 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2011 401k financial data |
|---|
| Total transfer of assets to this plan | 2011-12-31 | $50,362 |
| Total transfer of assets from this plan | 2011-12-31 | $-59,678 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $490 |
| Total income from all sources (including contributions) | 2011-12-31 | $18,722,778 |
| Total of all expenses incurred | 2011-12-31 | $26,481,076 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $25,872,873 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $492,581 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $31,071,262 |
| Value of total assets at end of year | 2011-12-31 | $516,394,868 |
| Value of total assets at beginning of year | 2011-12-31 | $524,162,972 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $115,622 |
| Total interest from all sources | 2011-12-31 | $4,587,503 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $19,964,321 |
| Participant contributions at end of year | 2011-12-31 | $9,157,445 |
| Participant contributions at beginning of year | 2011-12-31 | $8,869,730 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $928,502 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $490 |
| Administrative expenses (other) incurred | 2011-12-31 | $115,622 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-7,758,298 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $516,394,868 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $524,162,482 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $365,109,163 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $396,119,578 |
| Interest on participant loans | 2011-12-31 | $335,300 |
| Interest earned on other investments | 2011-12-31 | $4,252,203 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $142,128,260 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $119,173,664 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-16,935,987 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $10,178,439 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $25,872,873 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | SEIM, JOHNSON, LLP |
| Accountancy firm EIN | 2011-12-31 | 476097913 |
| 2010 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2010 401k financial data |
|---|
| Total transfer of assets to this plan | 2010-12-31 | $193,852 |
| Total transfer of assets from this plan | 2010-12-31 | $-1,354,234 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $490 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,000 |
| Total income from all sources (including contributions) | 2010-12-31 | $88,032,597 |
| Total of all expenses incurred | 2010-12-31 | $24,818,052 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $24,294,173 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $414,554 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $31,899,818 |
| Value of total assets at end of year | 2010-12-31 | $524,162,972 |
| Value of total assets at beginning of year | 2010-12-31 | $462,110,319 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $109,325 |
| Total interest from all sources | 2010-12-31 | $4,901,652 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $19,973,679 |
| Participant contributions at end of year | 2010-12-31 | $8,869,730 |
| Participant contributions at beginning of year | 2010-12-31 | $7,911,430 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,239,037 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $490 |
| Administrative expenses (other) incurred | 2010-12-31 | $109,325 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $63,214,545 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $524,162,482 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $462,108,319 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $396,119,578 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $342,942,535 |
| Interest on participant loans | 2010-12-31 | $378,846 |
| Interest earned on other investments | 2010-12-31 | $4,522,806 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $119,173,664 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $111,256,354 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $51,231,127 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $10,687,102 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $24,294,173 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $2,000 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | SEIM, JOHNSON, LLP |
| Accountancy firm EIN | 2010-12-31 | 476097913 |
| 2009 : MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN 2009 401k financial data |
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| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
