Employers › First National of Nebraska
Recordkeeping fees per participant · First National of Nebraska, Inc. First Savings Plan · plan year 2024
$21.51
Higher than 27% of the 790 plans over $1B that report it.
= $135,622 / 6,305
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015102646NAL0009069074001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102646NAL0009069074001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$51.77
Higher than 61% of the 1,045 plans over $1B that report it.
= $326,380 / 6,305
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015102646NAL0009069074001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102646NAL0009069074001, received 2025-10-15
Administrative expenses per participant
$75.91
Higher than 55% of the 1,076 plans over $1B that report it.
= $478,639 / 6,305
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015102646NAL0009069074001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102646NAL0009069074001, received 2025-10-15
Administrative expenses as a share of assets
0.046%
Higher than 50% of the 1,076 plans over $1B that report it.
= $478,639 / $1,045,428,819
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015102646NAL0009069074001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015102646NAL0009069074001, received 2025-10-15
Employer contributions per participant
$4,474
Higher than 62% of the 1,135 plans over $1B that report it.
= $28,207,042 / 6,305
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015102646NAL0009069074001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102646NAL0009069074001, received 2025-10-15
Employer share of total contributions
43.1%
Higher than 81% of the 1,135 plans over $1B that report it.
= $28,207,042 / $65,376,974
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015102646NAL0009069074001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015102646NAL0009069074001, received 2025-10-15
Plan terms are described in First National of Nebraska, Inc.'s SEC filings: Form 10-K filed 2001-03-23. No term could be quoted from them with the required precision.
2S pre-approved plan document · 2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2A age/service-weighted · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015102646NAL0009069074001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FIRST NATIONAL OF NEBRASKA, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Plan name | FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Sponsor EIN / plan number | 47-0523079 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Sponsor location | OMAHA, NE | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Industry (business code) | 522110, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Participants, beginning of year | 6,786 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Active participants | 4,622 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Participants, end of year | 6,447 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Participants with an account balance | 6,305 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Total assets, beginning of year | $926,040,387 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Total assets, end of year | $1,045,428,819 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Net assets, end of year | $1,045,428,819 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Total income | $203,037,038 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Net income | $104,386,606 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Employer contributions | $28,207,042 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Participant contributions | $33,693,873 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $3,476,059 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Total contributions | $65,376,974 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Benefit payments | $98,165,308 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $98,650,432 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Total administrative expenses | $478,639 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Contract administrator fees | $190,758 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Recordkeeping fees | $135,622 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Investment advisory and management fees | $152,259 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Administrative expenses excluding investment management | $326,380 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Held in common/collective trusts | $385,220,893 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Held in mutual funds | $634,700,910 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015102646NAL0009069074001, received 2025-10-15 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015102646NAL0009069074001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015102646NAL0009069074001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICESrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $326,380 | yes |
| VOYA RETIREMENT ADVISORS, LLC | CONSULTANT | 26 Investment advisory (participants) | $152,259 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015102646NAL0009069074001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $926,040,387 | $1,045,428,819 | 12.9% |
| Participants with a balance | 6,654 | 6,305 | -5.2% |
| Administrative expenses | $329,272 | $478,639 | 45.4% |
| Recordkeeping fees per participant | $20.47 | $21.51 | 5.1% |
| Employer contributions | $28,679,055 | $28,207,042 | -1.6% |
Prior filing 20241015161820NAL0058676418001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: FIRST NATIONAL OF NEBRASKA, INC.; SEC registrant: FIRST NATIONAL OF NEBRASKA INC (CIK 36725, matched by EIN).