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Original filing (PDF)20251014165252NAL0006866962001
FIRST NATIONAL OF NEBRASKA, INC.
Form 5500
FILING_RECEIVED
FIRST NATIONAL OF NEBRASKA, INC. WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
~20730 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
4,552
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$797K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 20730 bps in Schedule C fees — 39765% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST NATIONAL OF NEBRASKA, INC..
Plan sponsor
Name
FIRST NATIONAL OF NEBRASKA, INC.
EIN
47-0523079
Address
1620 DODGE STREET, STOP 3071 · OMAHA, NE · 68197
Phone
(402) 602-3290
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL OF NEBRASKA, INC. | — | OMAHA, NE | TRUSTEE | $52K | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | — | HARTFORD, CT | CONTRACT ADMINISTRATOR | $2.6M | — |
| AETNA BEHAVIORAL HEALTH | — | HARTFORD, CT | PLAN ADMINISTRATOR | $116K | — |
| PAYFLEX SYSTEMS USA, INC. | — | OMAHA, NE | CONTRACT ADMINISTRATOR | $87K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ & COMPANY, PC | 47-0625816 | — | AUDITOR | $48K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIVONGO HEALTH, INC | — | MOUNTAIN VIEW, CA | 3RD PARTY SERVICE PROVIDE | $183K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | 3RD PARTY SERVICE PROVIDE | $157K | — |
| INSPIRA FINANCIAL | — | OAK BROOK, IL | 3RD PARTY SERVICE PROVIDE | $127K | — |
| AETNA EMPLOYEE ASSISTANCE PROGRAM | — | HARTFORD, CT | EAP ADMINISTRATOR | $103K | — |
| JELLYVISION LAB, INC. | — | CHICAGO, IL | 3RD PARTY SERVICES | $97K | — |
| RXBENEFITS, INC. | — | BIRMINGHAM, AL | 3RD PARTY SERVICE | $61K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.