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SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 401k Plan overview

Plan NameSECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN
Plan identification number 001

SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SECURITY NATIONAL BANK OF OMAHA has sponsored the creation of one or more 401k plans.

Company Name:SECURITY NATIONAL BANK OF OMAHA
Employer identification number (EIN):470485339
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHEILA KRAKOWSKI
0012016-01-01CHRISTINE KLINE JENNY LANDRUM2017-07-26
0012015-01-01CHRISTINE KLINE JENNY LANDRUM2016-07-13
0012014-01-01CHRIS KLINE JENNY LANDRUM2015-07-07
0012013-01-01CHRISTINE KLINE
0012012-01-01DAN BANKEY
0012011-01-01DAN BANKEY
0012010-01-01DAN BANKEY DAN BANKEY2011-07-07
0012009-01-01DAN BANKEY DAN BANKEY2010-06-30

Plan Statistics for SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN

401k plan membership statisitcs for SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN

Measure Date Value
2022: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01271
Total number of active participants reported on line 7a of the Form 55002022-01-01204
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01277
Number of participants with account balances2022-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01258
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01268
Number of participants with account balances2021-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01275
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01256
Number of participants with account balances2020-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01260
Total number of active participants reported on line 7a of the Form 55002019-01-01224
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01269
Number of participants with account balances2019-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01253
Total number of active participants reported on line 7a of the Form 55002018-01-01221
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01258
Number of participants with account balances2018-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-01213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01249
Number of participants with account balances2017-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01270
Total number of active participants reported on line 7a of the Form 55002016-01-01205
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01243
Number of participants with account balances2016-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01262
Number of participants with account balances2015-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01260
Total number of active participants reported on line 7a of the Form 55002014-01-01201
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01276
Number of participants with account balances2014-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01256
Number of participants with account balances2013-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01218
Number of participants with account balances2012-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01220
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01211
Number of participants with account balances2011-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01203
Total number of active participants reported on line 7a of the Form 55002010-01-01170
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01204
Number of participants with account balances2010-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01191
Total number of active participants reported on line 7a of the Form 55002009-01-01170
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01185
Number of participants with account balances2009-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN

Measure Date Value
2022 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,610,198
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,985,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,973,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,513,954
Value of total assets at end of year2022-12-31$23,038,775
Value of total assets at beginning of year2022-12-31$26,634,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,728
Total interest from all sources2022-12-31$75,562
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,253
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,268,767
Participant contributions at end of year2022-12-31$133,631
Participant contributions at beginning of year2022-12-31$81,315
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$764,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,595,475
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,038,775
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,634,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$18,886,440
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,483,338
Interest on participant loans2022-12-31$4,444
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$71,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,010,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,069,426
Net investment gain/loss from pooled separate accounts2022-12-31$-4,199,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$480,573
Employer contributions (assets) at end of year2022-12-31$8,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,973,549
Contract administrator fees2022-12-31$4,475
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROSSITTO & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31261727430
2021 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,882,870
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,947,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,927,818
Value of total corrective distributions2021-12-31$6,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,765,214
Value of total assets at end of year2021-12-31$26,634,250
Value of total assets at beginning of year2021-12-31$23,698,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,063
Total interest from all sources2021-12-31$61,938
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,938
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,165,559
Participant contributions at end of year2021-12-31$81,315
Participant contributions at beginning of year2021-12-31$86,585
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$143,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,935,346
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,634,250
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,698,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$23,483,338
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,604,739
Interest on participant loans2021-12-31$3,892
Interest earned on other investments2021-12-31$58,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,069,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,007,580
Net investment gain/loss from pooled separate accounts2021-12-31$3,055,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$455,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,927,818
Contract administrator fees2021-12-31$4,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ROSSITTO & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31261727430
2020 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,704,678
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$860,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$847,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,710,919
Value of total assets at end of year2020-12-31$23,698,904
Value of total assets at beginning of year2020-12-31$19,854,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,639
Total interest from all sources2020-12-31$67,778
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$8,739
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,109,779
Participant contributions at end of year2020-12-31$86,585
Participant contributions at beginning of year2020-12-31$77,053
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$192,145
Total non interest bearing cash at beginning of year2020-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,844,237
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,698,904
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,854,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$20,604,739
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,846,550
Interest on participant loans2020-12-31$4,563
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$63,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,007,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,931,045
Net investment gain/loss from pooled separate accounts2020-12-31$2,925,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$408,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$847,802
Contract administrator fees2020-12-31$3,900
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DUTTON & ASSOCIATES
Accountancy firm EIN2020-12-31470551418
2019 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$4,902,844
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,773,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,767,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,651,781
Value of total assets at end of year2019-12-31$19,854,667
Value of total assets at beginning of year2019-12-31$16,725,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,408
Total interest from all sources2019-12-31$61,674
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,017,957
Participant contributions at end of year2019-12-31$77,053
Participant contributions at beginning of year2019-12-31$69,567
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$261,593
Total non interest bearing cash at end of year2019-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,129,046
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,854,667
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,725,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$16,846,550
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,639,605
Interest on participant loans2019-12-31$5,513
Interest earned on other investments2019-12-31$56,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,931,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,016,449
Net investment gain/loss from pooled separate accounts2019-12-31$3,189,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$372,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,767,390
Contract administrator fees2019-12-31$6,408
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DUTTON & ASSOCIATES
Accountancy firm EIN2019-12-31470551418
2018 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$526,695
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,313,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,307,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,474,964
Value of total assets at end of year2018-12-31$16,725,621
Value of total assets at beginning of year2018-12-31$18,511,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,551
Total interest from all sources2018-12-31$50,967
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$952,935
Participant contributions at end of year2018-12-31$69,567
Participant contributions at beginning of year2018-12-31$72,521
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$166,460
Total non interest bearing cash at beginning of year2018-12-31$97,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,786,342
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,725,621
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,511,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$13,639,605
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,688,386
Interest on participant loans2018-12-31$3,918
Interest earned on other investments2018-12-31$46,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$615,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$615,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,016,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,038,751
Net investment gain/loss from pooled separate accounts2018-12-31$-999,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$355,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,307,486
Contract administrator fees2018-12-31$5,551
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DUTTON & ASSOCIATES
Accountancy firm EIN2018-12-31470551418
2017 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$3,542,444
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$731,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$726,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,248,514
Value of total assets at end of year2017-12-31$18,511,963
Value of total assets at beginning of year2017-12-31$15,700,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,464
Total interest from all sources2017-12-31$41,141
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$833,414
Participant contributions at end of year2017-12-31$72,521
Participant contributions at beginning of year2017-12-31$18,677
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$62,601
Total non interest bearing cash at end of year2017-12-31$97,279
Total non interest bearing cash at beginning of year2017-12-31$34,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,811,035
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,511,963
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,700,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$15,688,386
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,606,966
Interest on participant loans2017-12-31$2,225
Interest earned on other investments2017-12-31$32,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$615,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$943,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$943,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,038,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,098,085
Net investment gain/loss from pooled separate accounts2017-12-31$2,252,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$352,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$726,945
Contract administrator fees2017-12-31$4,464
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DUTTON & ASSOCIATES
Accountancy firm EIN2017-12-31470551418
2016 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$2,381,007
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,250,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,245,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,291,179
Value of total assets at end of year2016-12-31$15,700,928
Value of total assets at beginning of year2016-12-31$14,570,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,857
Total interest from all sources2016-12-31$7,193
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$838,828
Participant contributions at end of year2016-12-31$18,677
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$133,386
Other income not declared elsewhere2016-12-31$28,102
Total non interest bearing cash at end of year2016-12-31$34,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,130,690
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,700,928
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,570,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$12,606,966
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,113,211
Interest on participant loans2016-12-31$437
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$943,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$890,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$890,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,098,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,566,200
Net investment gain/loss from pooled separate accounts2016-12-31$1,054,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$318,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,245,460
Contract administrator fees2016-12-31$4,857
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DUTTON & ASSOCIATES
Accountancy firm EIN2016-12-31470551418
2015 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$0
Total income from all sources (including contributions)2015-12-31$985,315
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,167,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,156,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,092,020
Value of total assets at end of year2015-12-31$14,570,238
Value of total assets at beginning of year2015-12-31$14,751,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,351
Total interest from all sources2015-12-31$29,644
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$12,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$751,075
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,110
Total non interest bearing cash at beginning of year2015-12-31$35,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-181,702
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,570,238
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,751,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$12,113,211
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,007,264
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$23,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$890,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$645,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$645,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,566,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,063,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-136,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$287,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,156,666
Contract administrator fees2015-12-31$10,351
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DUTTON & ASSOCIATES
Accountancy firm EIN2015-12-31470551418
2014 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$1,838,107
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,176,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,166,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,049,313
Value of total assets at end of year2014-12-31$14,751,940
Value of total assets at beginning of year2014-12-31$14,090,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,520
Total interest from all sources2014-12-31$33,652
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$12,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$746,032
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,374
Total non interest bearing cash at end of year2014-12-31$35,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$661,129
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,751,940
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,090,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$12,007,264
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,486,506
Interest earned on other investments2014-12-31$28,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$645,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$670,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$670,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,063,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,933,510
Net investment gain/loss from pooled separate accounts2014-12-31$755,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$272,907
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,166,458
Contract administrator fees2014-12-31$10,520
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DUTTON & ASSOCIATES
Accountancy firm EIN2014-12-31470551418
2013 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$0
Total income from all sources (including contributions)2013-12-31$3,080,119
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$753,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$725,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,128,716
Value of total assets at end of year2013-12-31$14,090,811
Value of total assets at beginning of year2013-12-31$11,763,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,599
Total interest from all sources2013-12-31$50,087
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$12,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$770,871
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$84,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,327,002
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,090,811
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,763,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,785
Value of interest in pooled separate accounts at end of year2013-12-31$11,486,506
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,594,663
Interest earned on other investments2013-12-31$43,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$670,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$844,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$844,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,933,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,324,948
Net investment gain/loss from pooled separate accounts2013-12-31$1,901,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$273,413
Employer contributions (assets) at end of year2013-12-31$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$725,518
Contract administrator fees2013-12-31$9,814
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DUTTON & ASSOCIATES
Accountancy firm EIN2013-12-31470551418
2012 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$1,999,741
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$368,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$337,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$933,392
Value of total assets at end of year2012-12-31$11,763,809
Value of total assets at beginning of year2012-12-31$10,132,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,765
Total interest from all sources2012-12-31$8,796
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$661,668
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,183
Other income not declared elsewhere2012-12-31$47,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,630,954
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,763,809
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,132,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,654
Value of interest in pooled separate accounts at end of year2012-12-31$8,594,663
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,028,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$844,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$857,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$857,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,324,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,242,670
Net investment gain/loss from pooled separate accounts2012-12-31$1,010,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$269,541
Employer contributions (assets) at beginning of year2012-12-31$3,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$337,022
Contract administrator fees2012-12-31$9,111
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DUTTON AND ASSOCIATES
Accountancy firm EIN2012-12-31470551418
2011 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$1,117,477
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$987,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$951,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,375,917
Value of total assets at end of year2011-12-31$10,132,855
Value of total assets at beginning of year2011-12-31$10,003,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,945
Total interest from all sources2011-12-31$14,906
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$663,843
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$455,508
Other income not declared elsewhere2011-12-31$47,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$129,604
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,132,855
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,003,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,488
Value of interest in pooled separate accounts at end of year2011-12-31$7,028,963
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,020,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$857,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,184,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,184,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,242,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,798,391
Net investment gain/loss from pooled separate accounts2011-12-31$-320,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$256,566
Employer contributions (assets) at end of year2011-12-31$3,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$951,928
Contract administrator fees2011-12-31$9,457
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DUTTON AND ASSOCIATES
Accountancy firm EIN2011-12-31470551418
2010 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,856,041
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$449,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$427,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$947,319
Value of total assets at end of year2010-12-31$10,003,251
Value of total assets at beginning of year2010-12-31$8,597,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,710
Total interest from all sources2010-12-31$19,900
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$666,563
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,812
Other income not declared elsewhere2010-12-31$43,315
Total non interest bearing cash at beginning of year2010-12-31$30,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,406,165
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,003,251
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,597,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$15,087
Value of interest in pooled separate accounts at end of year2010-12-31$7,020,002
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,704,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,184,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,171,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,171,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,798,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,691,149
Net investment gain/loss from pooled separate accounts2010-12-31$845,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$270,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$427,166
Contract administrator fees2010-12-31$7,623
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DUTTON AND ASSOCIATES
Accountancy firm EIN2010-12-31470551418
2009 : SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN

2022: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SECURITY NATIONAL BANK OF OMAHA THRIFT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered274
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered263
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered254
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered264
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered249
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered254
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered272
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered254
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered213
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered207
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12440
Policy instance 1
Insurance contract or identification number12440
Number of Individuals Covered200
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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