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Original filing (PDF)20251014175138NAL0001742739001
NEBRASKA MEDICINE
Form 5500
FILING_RECEIVED
NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS
403(b) retirement plan
Signals · 1
6 service providers
Active participants
10,573
Accounts w/ balance
9,011
Plan assets (EOY)
$918.6M
Net assets (EOY)
$918.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEBRASKA MEDICINE.
Plan sponsor
Name
NEBRASKA MEDICINE
EIN
91-1858433
Address
987400 NEBRASKA MEDICAL CENTER · OMAHA, NE · 68198
Phone
(402) 552-3211
Industry
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $460K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $47K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ & COMPANY PC | — | OMAHA, NE | AUDITOR | $25K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHERS | $505 | — |
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $116 | — |
| NATIONAL FINANCIAL SERVICES, LLC | 04-3523567 | — | NONE | $0 | — |
Investments
26 direct securities · 2 pooled funds· $860.8M(94% 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
$764.4M
26 holdings
Pooled Separate Account
$96.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $160.6M | 17.5% | |
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $91.1M | 9.9% | |
| American Funds Washington Mutual Fund | — | — | — | $75.6M | 8.2% | |
| Empower Guaranteed Income Fund | — | — | — | $56.2M | 6.1% | |
| PGIM Total Return Bond Fund | — | — | — | $53.9M | 5.9% | |
| Vanguard Small Cap Index Fund | — | — | — | $48.8M | 5.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $45.2M | 4.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $44.2M | 4.8% | |
| T Rowe Price Mid Cap Value Fund | — | — | — | $31.4M | 3.4% | |
| American Funds New Perspective Fund | — | — | — | $29.1M | 3.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $28.2M | 3.1% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $28.0M | 3.0% | |
| American Funds Europacific Growth Fund | — | — | — | $25.5M | 2.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $19.1M | 2.1% | |
| Self-Directed Brokerage Accounts | — | — | — | $16.3M | 1.8% | |
| American Funds The Income Fund of America | — | — | — | $15.8M | 1.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $14.2M | 1.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $12.5M | 1.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $10.5M | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $9.3M | 1.0% | |
| Vanguard Mid Cap Index Fund | — | — | — | $8.9M | 1.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $8.4M | 0.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $7.7M | 0.8% | |
| Principal Global Real Estate Securities Fund | — | — | — | $7.4M | 0.8% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $5.3M | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $3.6M | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $3.4M | 0.4% | |
| Insurance Policies | — | — | — | $453K | <0.1% |