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 RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : MUTUAL OF OMAHA 401K RETIREMENT 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 | $220,288,600 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $35,165,850 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $34,448,639 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $615,162 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $85,866,612 |
| Value of total assets at end of year | 2023-12-31 | $848,809,138 |
| Value of total assets at beginning of year | 2023-12-31 | $663,686,388 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $102,049 |
| Total interest from all sources | 2023-12-31 | $1,967,090 |
| 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 | $42,090,634 |
| Participant contributions at end of year | 2023-12-31 | $10,493,361 |
| Participant contributions at beginning of year | 2023-12-31 | $8,780,755 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $3,888,887 |
| Total non interest bearing cash at end of year | 2023-12-31 | $165,297 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $157 |
| 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 | $185,122,750 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $848,809,138 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $663,686,388 |
| 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 | $790,701,101 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $607,441,464 |
| Interest on participant loans | 2023-12-31 | $486,980 |
| Interest earned on other investments | 2023-12-31 | $1,480,110 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $47,449,379 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $47,464,012 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $132,454,898 |
| 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 | $39,887,091 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $34,448,639 |
| 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 | $220,288,600 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $35,165,850 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $34,448,639 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $615,162 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $85,866,612 |
| Value of total assets at end of year | 2023-01-01 | $848,809,138 |
| Value of total assets at beginning of year | 2023-01-01 | $663,686,388 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $102,049 |
| Total interest from all sources | 2023-01-01 | $1,967,090 |
| 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 | $42,090,634 |
| Participant contributions at end of year | 2023-01-01 | $10,493,361 |
| Participant contributions at beginning of year | 2023-01-01 | $8,780,755 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $3,888,887 |
| Total non interest bearing cash at end of year | 2023-01-01 | $165,297 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $157 |
| 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 | $185,122,750 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $848,809,138 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $663,686,388 |
| 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 | $790,701,101 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $607,441,464 |
| Interest on participant loans | 2023-01-01 | $486,980 |
| Interest earned on other investments | 2023-01-01 | $1,480,110 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $47,449,379 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $47,464,012 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $132,454,898 |
| 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 | $39,887,091 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $34,448,639 |
| 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 RETIREMENT 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 |
| Expenses. Interest paid | 2022-12-31 | $83,471 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $83,471 |
| Total income from all sources (including contributions) | 2022-12-31 | $-42,489,145 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $28,694,491 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $28,014,923 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $596,097 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $81,000,535 |
| Value of total assets at end of year | 2022-12-31 | $663,686,388 |
| Value of total assets at beginning of year | 2022-12-31 | $734,870,024 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $1,395,740 |
| 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 | $38,653,479 |
| Participant contributions at end of year | 2022-12-31 | $8,780,755 |
| Participant contributions at beginning of year | 2022-12-31 | $8,470,614 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $5,448,722 |
| Total non interest bearing cash at end of year | 2022-12-31 | $157 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $9,585 |
| 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 | $-71,183,636 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $663,686,388 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $734,870,024 |
| 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 | $607,441,464 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $684,771,000 |
| Interest on participant loans | 2022-12-31 | $315,970 |
| Interest earned on other investments | 2022-12-31 | $1,079,770 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $47,464,012 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $41,618,825 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-124,885,420 |
| 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 | $36,898,334 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $28,014,923 |
| 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 | $-42,489,145 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $28,694,491 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $28,014,923 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $596,097 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $81,000,535 |
| Value of total assets at end of year | 2022-01-01 | $663,686,388 |
| Value of total assets at beginning of year | 2022-01-01 | $734,870,024 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $0 |
| Total interest from all sources | 2022-01-01 | $1,395,740 |
| 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 | $38,653,479 |
| Participant contributions at end of year | 2022-01-01 | $8,780,755 |
| Participant contributions at beginning of year | 2022-01-01 | $8,470,614 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $5,448,722 |
| Total non interest bearing cash at end of year | 2022-01-01 | $157 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $9,585 |
| 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 | $-71,183,636 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $663,686,388 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $734,870,024 |
| 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 | $607,441,464 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $684,771,000 |
| Interest on participant loans | 2022-01-01 | $315,970 |
| Interest earned on other investments | 2022-01-01 | $1,079,770 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $47,464,012 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $41,618,825 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-124,885,420 |
| 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 | $36,898,334 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $28,014,923 |
| 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 RETIREMENT 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 | $175,700,919 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $29,957,899 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $29,885,980 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $74,450,401 |
| Value of total assets at end of year | 2021-12-31 | $734,870,024 |
| Value of total assets at beginning of year | 2021-12-31 | $589,127,004 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $71,919 |
| Total interest from all sources | 2021-12-31 | $1,266,018 |
| 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 | $34,061,948 |
| Participant contributions at end of year | 2021-12-31 | $8,470,614 |
| Participant contributions at beginning of year | 2021-12-31 | $8,156,965 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,132,514 |
| Administrative expenses (other) incurred | 2021-12-31 | $71,919 |
| Total non interest bearing cash at end of year | 2021-12-31 | $9,585 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $32,963 |
| 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 | $145,743,020 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $734,870,024 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $589,127,004 |
| 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 | $684,771,000 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $537,693,593 |
| Interest on participant loans | 2021-12-31 | $314,078 |
| Interest earned on other investments | 2021-12-31 | $951,940 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $41,618,825 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $43,243,483 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $99,984,500 |
| 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 | $32,255,939 |
| 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 | $29,885,980 |
| 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 RETIREMENT 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 | $143,471,265 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $14,049,717 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,641,723 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $360,598 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $61,391,971 |
| Value of total assets at end of year | 2020-12-31 | $589,127,004 |
| Value of total assets at beginning of year | 2020-12-31 | $459,705,456 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $47,396 |
| Total interest from all sources | 2020-12-31 | $1,196,679 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $29,572,860 |
| Participant contributions at end of year | 2020-12-31 | $8,156,965 |
| Participant contributions at beginning of year | 2020-12-31 | $8,114,744 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,233,901 |
| Administrative expenses (other) incurred | 2020-12-31 | $47,396 |
| Total non interest bearing cash at end of year | 2020-12-31 | $32,963 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $226,835 |
| 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 | $129,421,548 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $589,127,004 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $459,705,456 |
| 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 | $537,693,593 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $419,835,433 |
| Interest on participant loans | 2020-12-31 | $360,581 |
| Interest earned on other investments | 2020-12-31 | $836,098 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $43,243,483 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $31,528,444 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $80,882,615 |
| 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 | $28,585,210 |
| 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 | $13,641,723 |
| 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 RETIREMENT 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 | $347,727,657 |
| Total transfer of assets from this plan | 2019-12-31 | $1,302,225 |
| 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 | $125,825,437 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $12,545,413 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $12,122,067 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $347,402 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $56,562,543 |
| Value of total assets at end of year | 2019-12-31 | $459,705,456 |
| Value of total assets at beginning of year | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,944 |
| Total interest from all sources | 2019-12-31 | $1,030,891 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $25,478,572 |
| Participant contributions at end of year | 2019-12-31 | $8,114,744 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $6,021,792 |
| Administrative expenses (other) incurred | 2019-12-31 | $75,944 |
| Total non interest bearing cash at end of year | 2019-12-31 | $226,835 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $113,280,024 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $459,705,456 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 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 | $419,835,433 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
| Interest on participant loans | 2019-12-31 | $349,246 |
| Interest earned on other investments | 2019-12-31 | $681,645 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $31,528,444 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $68,232,003 |
| 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 | $25,062,179 |
| 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 | $12,122,067 |
| 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 |
