How big is Omaha National Group, Inc.'s plan?

Omaha National Group, Inc.'s plan reported $11.3M in assets and 206 participants for 2024.

Original filing (PDF)20251013153122NAL0003384722001

Omaha National Group, Inc.

Name: Omaha National Group, Inc. — Omaha National Group, Form 5500 (2024)
Creator: Omaha National Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Omaha National Group Retirement Plan

401(k) retirement plan · Omaha National Group, Inc.'s Omaha National Group Retirement Plan held $11.3M in plan assets for 206 participants in 2024, with Nationwide as recordkeeper.

Active participants

206

Accounts w/ balance

271

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

Plan identifiers

Omaha National Group, Inc.'s EIN is 81-2982871.

EIN 81-2982871

Plan number 001

Plan year 2024

ACK ID 20251013153122NAL0003384722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Omaha National Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Omaha National Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

OMAHA NATIONAL GROUP, INC.

EIN

all filings

Address

9110 WEST DODGE ROAD · SUITE 300 · OMAHA, NE · 68114

Phone

(402) 378-7560

Industry

Finance & Insurance

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

2025-10-13

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE INSURANCE	31-4156830	—	TRUST RECORDKEEPER	$40K	—
BENEFIT PLANS, INC.	—	OMAHA, NE	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442

Investments

57 direct securities· $11.3M(100% of reported assets)

Mutual Funds

$7.7M

22 holdings

Other securities

$2.9M

30 holdings

Common Collective Trusts

$427K

2 holdings

Common Stocks

$233K

3 holdings

					% of plan
Fid 500 Indx Mutual Fund	Mutual Funds	—	—	$2.1M	18.3%
Nuveen Lifecycle Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.1M	10.1%
Nuveen Lifecycle Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$847K	7.5%
Nuveen Lifecycle Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$745K	6.6%
Nuveen Lifecycle Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$731K	6.5%
Nuveen Lifecycle Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$648K	5.7%
AB LgCap Gr I Mutual Fund	Other securities	—	—	$566K	5.0%
Vngrd Mid-Cap Idx Fd AS Mutual Fund	Common Collective Trusts	—	—	$403K	3.6%
Fid SmCap Indx Mutual Fund	Mutual Funds	—	—	$394K	3.5%
Vngrd Intl Gr Adml Mutual Fund	Other securities	—	—	$292K	2.6%
Nuveen Lifecycle Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$256K	2.3%
DodgeCox Intl Stk I Mutual Fund	Other securities	—	—	$176K	1.6%
GdmnScs GQGPtnrIntlOppr R6 Mutual Fund	Other securities	—	—	$174K	1.5%
Fid Intl Indx Mutual Fund	Mutual Funds	—	—	$171K	1.5%
JnsHndrsn Triton N Mutual Fund	Other securities	—	—	$154K	1.4%
NW Loomis AllCap Gr R6 Mutual Fund	Other securities	—	—	$152K	1.4%
Avnts US LgCap Val Inst Mutual Fund	Other securities	—	—	$146K	1.3%
Notes receivable from participants maturities of 2024 to 2028	Other securities	—	—	$140K	1.2%
JPM LgCap Gr R6 Mutual Fund	Other securities	—	—	$138K	1.2%
Nuveen Lifecycle Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$137K	1.2%
JPM Eq Inc R5 Mutual Fund	Common Stocks	—	—	$131K	1.2%
Avnts Emrging Mkts Equity Fund Mutual Fund	Other securities	—	—	$124K	1.1%
Nuveen Lifecycle Index Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$110K	1.0%
Nuveen Lifecycle Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$110K	1.0%
Vngrd RealEst Indx Adml Mutual Fund	Other securities	—	—	$102K	0.9%
NW FXD SEL OPTN Group Annuity Contract	Common Stocks	—	—	$93K	0.8%
MFS MdCap Gr R6 Mutual Fund	Mutual Funds	—	—	$82K	0.7%
Diamond Hill MdCap I Mutual Fund	Other securities	—	—	$81K	0.7%
Prncpl Glbl RealEst R6 Mutual Fund	Other securities	—	—	$79K	0.7%
PGIM Ttl Rtn Bd R6 Mutual Fund	Other securities	—	—	$79K	0.7%
Vngrd Ttl IntlStkIndx Adml Mutual Fund	Other securities	—	—	$78K	0.7%
Vngrd Ttl Bnd Mkt ldx Adm Mutual Fund	Other securities	—	—	$69K	0.6%
Legal & General Commodity Strategy Fund Mutual Fund	Other securities	—	—	$63K	0.6%
Ptmn LgCap Val Y Mutual Fund	Other securities	—	—	$60K	0.5%
Fid US Bd Indx Mutual Fund	Mutual Funds	—	—	$55K	0.5%
Invsco Disc MdCapGr Y Mutual Fund	Other securities	—	—	$47K	0.4%
BlkRk Hi Yld Bd Port K Mutual Fund	Other securities	—	—	$44K	0.4%
Vngrd Explr Adml Mutual Fund	Other securities	—	—	$43K	0.4%
PIMCO Real Rtn Inst Mutual Fund	Mutual Funds	—	—	$43K	0.4%
Avnts US SmCap Val Inst Mutual Fund	Other securities	—	—	$42K	0.4%
DFA US Trgt Val Inst Mutual Fund	Mutual Funds	—	—	$41K	0.4%
Nuveen Lifecycle Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$35K	0.3%
DFA US Vectr Eq Inst Mutual Fund	Mutual Funds	—	—	$28K	0.2%
Vngrd 500 Index Fd AS Mutual Fund	Common Collective Trusts	—	—	$24K	0.2%
Nuveen Lifecycle Index 2010 Fund Mutual Fund	Mutual Funds	—	—	$24K	0.2%
Prncpl Hi Yld Inst Mutual Fund	Other securities	—	—	$23K	0.2%
DFA Emrg Mkt Cor Eq Inst Mutual Fund	Mutual Funds	—	—	$22K	0.2%
Fed Hrms Gov Oblgtns Prmr Mutual Fund	Other securities	—	—	$21K	0.2%
AB Global Bond Fund - Class Z Mutual Fund	Other securities	—	—	$12K	0.1%
FidAdv SmCap Val I Mutual Fund	Other securities	—	—	$11K	<0.1%