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MUTUAL OF OMAHA ADD 401k Plan overview

Plan NameMUTUAL OF OMAHA ADD
Plan identification number 510

MUTUAL OF OMAHA ADD Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SIA PARTNERS US, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIA PARTNERS US, INC.
Employer identification number (EIN):743243189
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL OF OMAHA ADD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102022-06-01MICHAEL EEM2023-12-21
5102021-06-01SHARI SPARLING2023-01-10

Plan Statistics for MUTUAL OF OMAHA ADD

401k plan membership statisitcs for MUTUAL OF OMAHA ADD

Measure Date Value
2022: MUTUAL OF OMAHA ADD 2022 401k membership
Total participants, beginning-of-year2022-06-01442
Total number of active participants reported on line 7a of the Form 55002022-06-01447
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-01447
Number of employers contributing to the scheme2022-06-010
2021: MUTUAL OF OMAHA ADD 2021 401k membership
Total participants, beginning-of-year2021-06-01442
Total number of active participants reported on line 7a of the Form 55002021-06-01442
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-01442
Number of employers contributing to the scheme2021-06-010

Form 5500 Responses for MUTUAL OF OMAHA ADD

2022: MUTUAL OF OMAHA ADD 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – InsuranceYes
2021: MUTUAL OF OMAHA ADD 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01First time form 5500 has been submittedYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberMP0BWJ5
Policy instance 1
Insurance contract or identification numberMP0BWJ5
Number of Individuals Covered447
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $861
Total amount of fees paid to insurance companyUSD $685
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $861
Amount paid for insurance broker fees685
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberMP0BWJ5
Policy instance 1
Insurance contract or identification numberMP0BWJ5
Number of Individuals Covered442
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $766
Total amount of fees paid to insurance companyUSD $192
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $766
Amount paid for insurance broker fees192
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3

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