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Original filing (PDF)20250918091718NAL0001657795001
NEBRASKA UROLOGY, PC
Form 5500
FILING_RECEIVED
NEBRASKA UROLOGY 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
112
Accounts w/ balance
149
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Ameritas Life Insurance Corp. Separate Account G" is 47% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEBRASKA UROLOGY, PC.
Plan sponsor
Name
NEBRASKA UROLOGY, PC
EIN
47-0540928
Address
5500 PINE LAKE RD · LINCOLN, NE · 685163389
Phone
(402) 489-8888
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RYAN + MANN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | RECORDKEEPER | $3K | — |
Investments
35 direct securities · 1 pooled fund· $40.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$21.2M
35 holdings
Pooled Separate Account
$18.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INSUR CORP SEP ACCT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $18.8M | 88.7% | |
| Ameritas Life Insurance Corp. T. ROWE PRICE CAPITAL APPRECIATION FUND, I CLASS | — | — | — | $3.6M | 16.9% | |
| Ameritas Life Insurance Corp. GUARANTEED INVESTMENT ACCOUNT | — | — | — | $2.2M | 10.3% | |
| Nebraska Urology 401(k) Plan Supplemental Schedule H, Line 4i – Schedule of Assets (Held at End of Year) December 31, 2024 (continued) * Ameritas Life Insurance Corp. MFS VALUE, CLASS R3 | — | — | — | $1.8M | 8.6% | |
| Ameritas Life Insurance Corp. STATE STREET EQUITY 500 INDEX FUND, CLASS K | — | — | — | $1.5M | 7.3% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY GROWTH FUND, R6 CLASS | — | — | — | $1.3M | 6.0% | |
| Ameritas Life Insurance Corp. MFS INTERNATIONAL NEW DISCOVERY, CLASS R3 | — | — | — | $1.0M | 4.8% | |
| Ameritas Life Insurance Corp. ALGER CAPITAL APPRECIATION, CLASS I-2 | — | — | — | $867K | 4.1% | |
| Ameritas Life Insurance Corp. VANGUARD SMALL CAP VALUE INDEX, ADMIRAL SHARES | — | — | — | $817K | 3.9% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2045 PORTFOLIO, R6 CLASS | — | — | — | $810K | 3.8% | |
| Ameritas Life Insurance Corp. VANGUARD VALUE INDEX, ADMIRAL SHARES | — | — | — | $787K | 3.7% | |
| Ameritas Life Insurance Corp. CARILLON EAGLE MID CAP GROWTH FUND, CLASS R6 | — | — | — | $751K | 3.5% | |
| Ameritas Life Insurance Corp. VANGUARD EXPLORER FUND, ADMIRAL SHARES | — | — | — | $735K | 3.5% | |
| Ameritas Life Insurance Corp. VANGUARD GROWTH INDEX, ADMIRAL SHARES | — | — | — | $722K | 3.4% | |
| Ameritas Life Insurance Corp. MFS MID CAP VALUE FUND, CLASS R3 | — | — | — | $626K | 3.0% | |
| Ameritas Life Insurance Corp. VANGUARD EXTENDED MARKET INDEX, ADMIRAL SHARES | — | — | — | $608K | 2.9% | |
| Ameritas Life Insurance Corp. JPMORGAN US EQUITY FUND, CLASS R6 | — | — | — | $413K | 1.9% | |
| Ameritas Life Insurance Corp. FIDELITY VIP GOVERNMENT MONEY MARKET PORTFOLIO | — | — | — | $369K | 1.7% | |
| Ameritas Life Insurance Corp. DFA REAL ESTATE SECURITIES PORTFOLIO, INSTITUTIONAL CLASS | — | — | — | $365K | 1.7% | |
| Ameritas Life Insurance Corp. VANGUARD TOTAL INTERNATIONAL STOCK INDEX, ADMIRAL SHARES | — | — | — | $310K | 1.5% | |
| Ameritas Life Insurance Corp. AMERICAN FUNDS SMALLCAP WORLD FUND, CLASS R-6 | — | — | — | $298K | 1.4% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2035 PORTFOLIO, R6 CLASS | — | — | — | $278K | 1.3% | |
| maturing October 2024 through October 2029 -- | — | — | — | $207K | 1.0% | |
| Ameritas Life Insurance Corp. AMERICAN FUNDS NEW WORLD FUND, CLASS R-6 | — | — | — | $195K | 0.9% | |
| Ameritas Life Insurance Corp. VANGUARD SMALL CAP INDEX, ADMIRAL SHARES | — | — | — | $128K | 0.6% | |
| Ameritas Life Insurance Corp. CVT RUSSELL 2000 SMALL CAP INDEX PORTFOLIO, CLASS I | — | — | — | $127K | 0.6% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2060 PORTFOLIO, R6 CLASS | — | — | — | $120K | 0.6% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2050 PORTFOLIO, R6 CLASS | — | — | — | $77K | 0.4% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2055 PORTFOLIO, R6 CLASS | — | — | — | $59K | 0.3% | |
| Ameritas Life Insurance Corp. CALVERT SHORT DURATION INCOME, CLASS I ** 195 * Ameritas Life Insurance Corp. DODGE & COX INCOME FUND, CLASS I | — | — | — | $33K | 0.2% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2040 PORTFOLIO, R6 CLASS | — | — | — | $25K | 0.1% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2065 PORTFOLIO, R6 CLASS | — | — | — | $23K | 0.1% | |
| Ameritas Life Insurance Corp. FIDELITY ADVISOR STRATEGIC INCOME, CLASS A | — | — | — | $20K | <0.1% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2030 PORTFOLIO, R6 CLASS | — | — | — | $6K | <0.1% | |
| Ameritas Life Insurance Corp. VANGUARD INFLATION-PROTECTED SECURITIES, ADMIRAL SHARES | — | — | — | $4K | <0.1% | |
| Ameritas Life Insurance Corp. AMERICAN CENTURY ONE CHOICE 2025 PORTFOLIO, R6 CLASS | — | — | — | $1K | <0.1% |
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