Mutual of Omaha Insurance 401(k) match, vesting and fees
What Mutual of Omaha Insurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Mutual of Omaha Insurance: employer contribution per participant | $5,861 | |
| Peer median | $3,354 |
| Mutual of Omaha Insurance: average balance | $141,983 | |
| Peer median | $126,365 |
| Mutual of Omaha Insurance: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $735M at the end of plan year 2021 to $1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,166 | $1B | $42M | $5,861 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 6,888 | $849M | $39.9M | $5,964 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 6,533 | $664M | $36.9M | $5,648 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 5,937 | $735M | $32.3M | $5,433 | 0.01% | Not published | Form 5500 ↗ |
Other Mutual of Omaha Insurance plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mutual of Omaha 401k Long-Term Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Mutual of Omaha Retirement Income Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | United of Omaha Life Insurance Co | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Mutual of Omaha Insurance match 401(k) contributions?
The match terms for the Mutual of Omaha 401k Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $42M in employer contributions, about $5,861 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mutual of Omaha Insurance 401(k) match vested?
The vesting schedule for the Mutual of Omaha 401k Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mutual of Omaha Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Retirement Plans Administration Committee.
I left Mutual of Omaha Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Retirement Plans Administration Committee, (402) 351-3300) or the recordkeeper, Ascensus LLC. The Mutual of Omaha Insurance old 401(k) page lists the contacts from every plan filing. Find an old Mutual of Omaha Insurance 401(k)
Data from the public Form 5500 annual reports Mutual of Omaha Insurance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mutual of Omaha Insurance. Not financial advice. Report a correction · Methodology