Back to filter
Original filing (PDF)20250904105926NAL0027271776001
BRUCE H. BRUMM, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
BRUCE H. BRUMM, M.D., P.C. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
26
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUCE H. BRUMM, M.D., P.C..
Plan sponsor
Name
BRUCE H. BRUMM, M.D., P.C.
EIN
47-0672950
Address
6751 NORTH 72ND STREET · SUITE 105 · OMAHA, NE · 681221746
Phone
(402) 572-2020
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
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
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
PEDIATRIC ASSOCIATES OF WINCHESTER, P.C.
PEDIATRIC ASSOCIATES OF WINCHESTER, P.C. 401(K) PROFIT SHARING PLAN
$8.3M · 28 participants
PONDEROSA FAMILY PHYSICIANS, P.C
EMPLOYEE PROFIT SHARING PLAN OF PONDEROSA FAMILY PHYSICIANS, P.C
$8.3M · 25 participants
FOX VALLEY PULMONARY MEDICINE, SC
FOX VALLEY PULMONARY MEDICINE 401(K) PROFIT SHARING PLAN
$8.3M · 28 participants
ORAL AND FACIAL SURGERY CENTER, P.A.
401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF ORAL AND FACIAL SURGERY CENTER, P.A.
$8.3M
WACO NEONATAL GROUP, P.A.
WACO NEONATAL GROUP, P.A. SAFE HARBOR 401(K) PLAN
$8.4M · 3 participants
JERSEY COAST NEPHROLOGY & HYPERTENSION ASSOCIATES, LLC
JERSEY COAST NEPHROLOGY & HYPERTENSION ASSOCIATES, LLC 401(K) PLAN
$8.4M · 24 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants
