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Original filing (PDF)20250910092037NAL0013359299004
AMERITAS HOLDING COMPANY
Form 5500
FILING_RECEIVED
AMERITAS HOLDING COMPANY RETIREE MEDICAL VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION
Health & welfare plan
Signals · 1
6 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.7M
How this plan invests
This plan
97 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERITAS HOLDING COMPANY.
Plan sponsor
Name
AMERITAS HOLDING COMPANY
EIN
47-0806844
Address
5900 O STREET · LINCOLN, NE · 68510
Phone
(402) 467-1122
Industry
Finance & Insurancesee all
Plan administrator
Name
AMERITAS HOME OFFICE RETIREMENT PLAN COMMITTEE
EIN
47-0806844
City
LINCOLN, NE
Phone
(402) 467-1122
Plan characteristics
Plan number
522
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | NONE | $19K | — |
| MEADEN & MOORE, LTD. | 34-1818258 | — | NONE | $19K | — |
| EXTEND HEALTH | 26-0775680 | — | NONE | $14K | — |
| QUANTUM | 20-8423895 | — | NONE | $7K | — |
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | AFFILIATE | $6K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $5K | — |
Investments
96 direct securities· $12.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| First American Treasury Obligation Fund, a mutual fund 3,138,994 Shares | — | — | $3.1M | $3.1M | 24.6% | |
| Nvidia Corp. 5,100 Shares | — | — | $86K | $685K | 5.4% | |
| Apple, Inc. 2,500 Shares | — | — | $113K | $626K | 4.9% | |
| Microsoft Corporation 1,325 Shares | — | — | $116K | $558K | 4.4% | |
| Alphabet, Inc. 2,600 Shares | — | — | $183K | $495K | 3.9% | |
| Amazon.com, Inc. 2,150 Shares | — | — | $200K | $472K | 3.7% | |
| Broadcom Inc. 1,400 Shares | — | — | $70K | $325K | 2.5% | |
| Eli Lilly and Co. 275 Shares | — | — | $24K | $212K | 1.7% | |
| Visa, Inc. 650 Shares | — | — | $69K | $205K | 1.6% | |
| Netflix Com Inc. 200 Shares | — | — | $69K | $178K | 1.4% | |
| Cisco Systems 2,100 Shares | — | — | $94K | $124K | 1.0% | |
| Meta Platforms, Inc. 200 Shares | — | — | $73K | $117K | 0.9% | |
| Home Depot, Inc. 300 Shares | — | — | $85K | $117K | 0.9% | |
| Unitedhealth Group, Inc. 225 Shares | — | — | $71K | $114K | 0.9% | |
| SP Global, Inc. 225 Shares | — | — | $66K | $112K | 0.9% | |
| PayPal Holdings, Inc. 1,300 Shares | — | — | $83K | $111K | 0.9% | |
| Exxon Mobil Corp. 1,000 Shares | — | — | $60K | $108K | 0.8% | |
| Abbvie Inc. 600 Shares | — | — | $88K | $107K | 0.8% | |
| Citigroup Inc. 1,500 Shares | — | — | $99K | $106K | 0.8% | |
| Morgan Stanley 800 Shares | — | — | $47K | $101K | 0.8% | |
| Merck Co Inc. 1,000 Shares | — | — | $75K | $99K | 0.8% | |
| ConocoPhillips 1,000 Shares | — | — | $53K | $99K | 0.8% | |
| Union Pacific Corp. 430 Shares | — | — | $42K | $98K | 0.8% | |
| Molson Coors Beverage Co 1,700 Shares | — | — | $107K | $97K | 0.8% | |
| Parker Hannifin Corp. 150 Shares | — | — | $35K | $95K | 0.7% | |
| Fortinet, Inc. 1,000 Shares | — | — | $41K | $94K | 0.7% | |
| Tyler Technologies, Inc. 150 Shares | — | — | $53K | $86K | 0.7% | |
| Advanced Micro Devices, Inc. 700 Shares | — | — | $46K | $85K | 0.7% | |
| Wells Fargo Co. 1,200 Shares | — | — | $33K | $84K | 0.7% | |
| Proctor & Gamble Co. 500 Shares | — | — | $73K | $84K | 0.7% | |
| Target Corp Com 600 Shares | — | — | $86K | $81K | 0.6% | |
| Tesla, Inc. 200 Shares | — | — | $69K | $81K | 0.6% | |
| Keysight Technologies, Inc. 500 Shares | — | — | $59K | $80K | 0.6% | |
| Fair Isaac Corporation 40 Shares | — | — | $69K | $80K | 0.6% | |
| Servicenow, Inc. 75 Shares | — | — | $33K | $80K | 0.6% | |
| Honeywell International, Inc. 350 Shares | — | — | $59K | $79K | 0.6% | |
| Nextera Energy, Inc. 1,100 Shares | — | — | $67K | $79K | 0.6% | |
| Eqt Corp 1,700 Shares | — | — | $61K | $78K | 0.6% | |
| Intuitive Surgical, Inc. 150 Shares | — | — | $22K | $78K | 0.6% | |
| FedEx Corp. 275 Shares | — | — | $48K | $77K | 0.6% | |
| PNC Financial Services Group, Inc. 400 Shares | — | — | $53K | $77K | 0.6% | |
| Qualcomm Inc. 500 Shares | — | — | $61K | $77K | 0.6% | |
| Bristol Myers Squibb Co. 1,300 Shares | — | — | $72K | $74K | 0.6% | |
| Chevron Corp. 500 Shares | — | — | $81K | $72K | 0.6% | |
| Aflac, Inc. 700 Shares | — | — | $40K | $72K | 0.6% | |
| Stryker Corp. 200 Shares | — | — | $62K | $72K | 0.6% | |
| Danaher Corp. 310 Shares | — | — | $34K | $71K | 0.6% | |
| United Rentals Inc Com 100 Shares | — | — | $71K | $70K | 0.6% | |
| Marriott International, Inc. 250 Shares | — | — | $44K | $70K | 0.5% | |
| Costco Wholesale Corp. 75 Shares | — | — | $35K | $69K | 0.5% | |
| Abbott Laboratories 600 Shares | — | — | $26K | $68K | 0.5% | |
| Adobe Inc. 150 Shares | — | — | $56K | $67K | 0.5% | |
| Eaton Corp Plc Shs 200 Shares | — | — | $33K | $66K | 0.5% | |
| 3M Co 500 Shares | — | — | $52K | $65K | 0.5% | |
| Bank of America Corporation 1,400 Shares | — | — | $44K | $62K | 0.5% | |
| Ball Corp. 1,100 Shares | — | — | $56K | $61K | 0.5% | |
| Pool Corporation 175 Shares | — | — | $63K | $60K | 0.5% | |
| Godaddy Inc. 300 Shares | — | — | $42K | $59K | 0.5% | |
| Cardinal Health Inc. 500 Shares | — | — | $27K | $59K | 0.5% | |
| Lululemon Athletica Inc. 150 Shares | — | — | $44K | $57K | 0.4% | |
| Builders Firstsource Inc. 400 Shares | — | — | $66K | $57K | 0.4% | |
| Phillips 66 500 Shares | — | — | $37K | $57K | 0.4% | |
| Quanta Svcs Inc. 175 Shares | — | — | $19K | $55K | 0.4% | |
| Nasdaq Inc 700 Shares | — | — | $41K | $54K | 0.4% | |
| Digital Realty Trust, Inc. 300 Shares | — | — | $28K | $53K | 0.4% | |
| Ford Motor Co. 5,200 Shares | — | — | $59K | $51K | 0.4% | |
| Corteva, Inc. 900 Shares | — | — | $36K | $51K | 0.4% | |
| Blackrock Inc Com 50 Shares | — | — | $38K | $51K | 0.4% | |
| Fifth Third Bancorp 1,200 Shares | — | — | $33K | $51K | 0.4% | |
| Vertex Pharmaceuticals, Inc. 125 Shares | — | — | $34K | $50K | 0.4% | |
| Berkshire Hathaway, Inc. 110 Shares | — | — | $13K | $50K | 0.4% | |
| Emerson Electric Co. 400 Shares | — | — | $31K | $50K | 0.4% | |
| Intl Business Machines Corp. 225 Shares | — | — | $28K | $49K | 0.4% | |
| Kenvue Inc Com 2,300 Shares | — | — | $49K | $49K | 0.4% | |
| TJX Companies, Inc. 400 Shares | — | — | $27K | $48K | 0.4% | |
| Autozone Inc. 15 Shares | — | — | $39K | $48K | 0.4% | |
| Willis Towers Watson PLC 150 Shares | — | — | $32K | $47K | 0.4% | |
| Northrop Grumman Corporation 100 Shares | — | — | $35K | $47K | 0.4% | |
| Ecolab Inc. 200 Shares | — | — | $31K | $47K | 0.4% | |
| General Dynamics Corp. 175 Shares | — | — | $34K | $46K | 0.4% | |
| Pepsico Inc. 300 Shares | — | — | $52K | $46K | 0.4% | |
| Ppl Corporation 1,400 Shares | — | — | $36K | $45K | 0.4% | |
| Quest Diagnostics Inc 300 Shares | — | — | $42K | $45K | 0.4% | |
| Electronic Arts Inc Com 300 Shares | — | — | $40K | $44K | 0.3% | |
| Sherwin Williams Co. 125 Shares | — | — | $19K | $42K | 0.3% | |
| Etsy Inc 800 Shares | — | — | $39K | $42K | 0.3% | |
| Veralto Corp. 400 Shares | — | — | $31K | $41K | 0.3% | |
| T E Energy Co. 300 Shares | — | — | $33K | $36K | 0.3% | |
| McCormick Co. 470 Shares | — | — | $24K | $36K | 0.3% | |
| Verisk Analytics Inc Comm 125 Shares | — | — | $21K | $34K | 0.3% | |
| Best Buy Co Inc. 400 Shares | — | — | $36K | $34K | 0.3% | |
| Prologis, Inc. 300 Shares | — | — | $23K | $32K | 0.2% | |
| Lamb Weston Holdings, Inc. 400 Shares | — | — | $24K | $27K | 0.2% | |
| Nucor Corp. 200 Shares | — | — | $33K | $23K | 0.2% | |
| Realty Income Corp 400 Shares | — | — | $27K | $21K | 0.2% | |
| American Tower Corp. 100 Shares | — | — | $17K | $18K | 0.1% |