Plans listing this provider
61
0.11% of the 56,420 plans with Schedule H financials; 78 in 2023
Providers › United of Omaha
United of Omaha
- Service provider, as named on Schedule C
- EIN 470322111
- Plan year 2024
- Direct compensation reported $316,722
Assets of those plans
$817,476,089
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
30
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$316,722
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 57 |
| 99 | Other fees | 54 |
| 37 | Participant loan processing | 48 |
| 15 | Recordkeeping and information management | 29 |
| 52 | Investment management fees paid indirectly by plan | 29 |
| 59 | Shareholder servicing fees | 29 |
| 64 | Recordkeeping fees | 22 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Woodhouse Auto Family 401(k) Planrecordkeeper | Woodhouse Ford | $95,746,630 | 1,524 | $21,195 |
| Employees Incentive Savings Plan | Crescent Plastics | $71,876,471 | 602 | $6,979 |
| Future Foam Inc 401(k) PS Retirement Planrecordkeeper | Future Foam | $58,093,083 | 970 | $17,907 |
| The Federal Savings Bank Retirement Plan | Federal Savings Bank | $48,832,117 | 1,251 | $12,750 |
| Palace Entertainment 401(k) Planrecordkeeper | Festival Fun Parks | $31,923,811 | 468 | $6,649 |
| Rocky Vista University, LLC 401(k) Retirement Planrecordkeeper | Rocky Vista University | $26,110,868 | 382 | $4,664 |
| Stead Automotive Group #1 401(k) Plan | Walnut Creek Ford | $23,709,058 | 376 | $4,975 |
| C.S.B. Co. 401(k) Planrecordkeeper | C.S.B. | $22,594,157 | 110 | $2,000 |
| Riekes Equipment Company 401(k) Profit Sharing Planrecordkeeper | Riekes Equipment | $21,016,465 | 333 | $2,525 |
| Borsheim Jewelry Company 401(k) Savings Planrecordkeeper | Borsheim Jewelry | $20,872,787 | 200 | $1,880 |
| Oakland Management Tax-deferred Savings Planrecordkeeper | Oakland Management | $19,648,817 | 417 | $13,793 |
| Road Safety Services 401(k) Planrecordkeeper | Road Safety Services | $18,936,080 | 693 | $18,319 |
| Valbruna Stainless, Inc. 401(k) Plan | Valbruna Stainless | $18,745,738 | 160 | $2,306 |
| Bettis Asphalt & Construction Inc 401(k) and Profit Sharing Plan | Bettis Asphalt & Construction | $16,145,564 | 176 | $1,350 |
| Axtella, LLC 401(k) Planrecordkeeper | Axtella | $16,068,195 | 168 | $2,330 |
| American Real Estate Partners 401(k) Profit Sharing Plan and Trust | American Real Estate Partners Management | $15,321,265 | 151 | $1,175 |
| Heartland Family Service Retirement Plan | Heartland Family Service | $13,290,130 | 296 | $2,700 |
| CII & Gpal Retirement Plan | Cereal Ingredients | $13,163,031 | 286 | $3,000 |
| Saf-t-cab, Inc. 401(k) Plan | Saf-t-cab | $13,021,882 | 115 | $1,650 |
| Gunderlin, Ltd. Retirement Savings Plan | Gunderlin | $12,856,000 | 114 | $1,750 |
| The Ambassador Holding Co. 401(k) Profit Sharing Planrecordkeeper | Ambassador Holding | $12,651,734 | 231 | $1,550 |
| Hickory Point Bank & Trust 401(k) Plan | Hickory Point Bank & Trust | $12,500,878 | 196 | $66,429 |
| Morrow County Grain Growers, Inc. SSP | Morrow County Grain Growers | $11,971,277 | 98 | $6,566 |
| Maxus Properties, LLC 401(k) Retirement Saving | Maxus Properties | $11,103,161 | 224 | $3,100 |
| The Koss Construction Company Employees' Retirement Savings Planrecordkeeper | Koss Construction | $10,851,792 | 101 | $2,025 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.