Omaha Performing ARTS' EIN is 47-0832480.
Download the official 2023 Form 5500 (PDF) for Omaha Performing ARTS from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Omaha Performing ARTS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $34K | — |
| ASCENSUS C/O FUTURE PLAN | — | CHICAGO, IL | THIRD PARTY ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INVESTMENT ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE INVESTMENT FUNDS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.7M | 99.9% | |
| * Voya Retirement Insurance and Annuity Company Voya Fixed Account N/A 3 Separate Accounts The Vanguard Group, Inc. Vangrd 500 Index Fund Adm N/A | Guaranteed Income / GIC | — | — | $879K | 18.6% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2045 Fd N/A | Mutual Funds | — | — | $857K | 18.1% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2040 Fd N/A | Mutual Funds | — | — | $553K | 11.7% | |
| The Vanguard Group, Inc. Vangrd Selected Value Fund Inv N/A | Mutual Funds | — | — | $371K | 7.9% | |
| The Vanguard Group, Inc. Vangrd Tot Int Stk In F Adm N/A | Mutual Funds | — | — | $298K | 6.3% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2050 Fd N/A | Mutual Funds | — | — | $294K | 6.2% | |
| Federated Hermes FedHerms Total Rtn Bd Fd R6 N/A | Other securities | — | — | $263K | 5.6% | |
| The Vanguard Group, Inc. Vangrd Equity Income Fund Inv N/A | Mutual Funds | — | — | $254K | 5.4% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2030 Fd N/A | Mutual Funds | — | — | $249K | 5.3% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2055 Fd N/A | Mutual Funds | — | — | $229K | 4.9% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2060 Fd N/A | Mutual Funds | — | — | $136K | 2.9% | |
| Dimensional Fund Advisors, Inc DFA US Targeted Vl Port Ins N/A | Mutual Funds | — | — | $99K | 2.1% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2035 Fd N/A | Mutual Funds | — | — | $84K | 1.8% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2020 Fd N/A | Mutual Funds | — | — | $54K | 1.1% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2065 Fd N/A | Mutual Funds | — | — | $49K | 1.0% | |
| The Vanguard Group, Inc. Vangrd Trgt Retire 2025 Fd N/A | Mutual Funds | — | — | $25K | 0.5% | |
| BlackRock, Inc. BlackRock Mid-Cap Grw Eq Por K N/A | Common Stocks | — | — | $12K | 0.3% | |
| The Vanguard Group, Inc. Vangrd Small-Cap Index Fund Adm N/A | Common Collective Trusts | — | — | $7K | 0.1% | |
| MFS Investment Management Mass Investors Grw Stk Fnd R6 N/A | Mutual Funds | — | — | $6K | 0.1% | |
| June 2024 to August 2024 N/A | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-1113894 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
