Mutual of Omaha Insurance 401(k) and pension plans

Mutual of Omaha Insurance Company, Omaha, NE. EIN 47-0246511. Annual reports 2009–2024. Also filed as Mutual of Omaha Insurance Co.

Mutual of Omaha Insurance Company has 3 active retirement plans on file. The largest is the Mutual of Omaha 401K Retirement Savings Plan, with 7,166 participants and $1.0 billion in assets in 2024. Ascensus has been its recordkeeper since 2019.

Active plans: 3
Participants: 9,359
Plan assets: $2.5 billion
401(k) recordkeeper: Ascensus
Plans on file: 3
Industry: Finance and insurance

All 3 plans

Active plans first

Mutual of Omaha 401K Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 47-0246511
Participants (2024): 7,166
Net assets (2024): $1.0 billion
Recordkeeper: Ascensus2019–2024
Plan administrator: Retirement Plans Administration Committee
Mutual of Omaha Plaza
Omaha, NE 68175
(402) 351-3300As filed for 2024
In effect since: January 1, 2019

Year by year, 2019 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,166	$1.0 billion	Ascensus
2023	6,888	$849 million	Ascensus
2022	6,533	$664 million	Ascensus
2021	5,937	$735 million	Ascensus
2020	5,285	$589 million	Ascensus
2019	4,828	$460 million	Ascensus

Mutual of Omaha 401K Long-Term Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 47-0246511
Participants (2024): 1,866
Net assets (2024): $516 million
Recordkeeper: Ascensus2009–2024
Plan administrator: Retirement Plans Administration Committee
Mutual of Omaha Plaza
Omaha, NE 68175
(402) 351-3300As filed for 2024
In effect since: January 1, 1989

Plans merged into this one: Mutual of Omaha Bank 401(k) Plan (2019).

Earlier plan names: Mutual of Omaha 401(k) Long-Term Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,866	$516 million	Ascensus
2023	2,006	$528 million	Ascensus
2022	2,213	$503 million	Ascensus
2021	2,393	$624 million	Ascensus
2020	2,533	$596 million	Ascensus
2019	2,718	$569 million	Ascensus
2018	7,673	$844 million	Ascensus
2017	7,352	$903 million	Ascensus
2016	7,100	$772 million	Ascensus
2015	6,869	$704 million	Ascensus
2014	6,545	$706 million	Ascensus
2013	6,399	$672 million	Ascensus
2012	5,954	$579 million	Ascensus
2011	6,409	$516 million	Ascensus
2010	6,723	$524 million	Ascensus
2009	6,777	$462 million	Ascensus

Mutual of Omaha Retirement Income Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 47-0246511
Participants (2024): 327
Net assets (2024): $960 million
Administered by: United of Omaha Life Insurance2009–2024
Plan administrator: Retirement Plans Administration Committee
Mutual of Omaha Plaza
Omaha, NE 68175
(402) 351-3300As filed for 2024
In effect since: February 12, 1938

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	327	$960 million	United of Omaha Life Insurance
2023	423	$979 million	United of Omaha Life Insurance
2022	511	$998 million	United of Omaha Life Insurance
2021	619	$1.1 billion	United of Omaha Life Insurance
2020	717	$1.1 billion	United of Omaha Life Insurance
2019	798	$1.0 billion	United of Omaha Life Insurance
2018	902	$990 million	United of Omaha Life Insurance
2017	1,015	$1.1 billion	United of Omaha Life Insurance
2016	1,102	$930 million	United of Omaha Life Insurance
2015	1,229	$915 million	United of Omaha Life Insurance
2014	1,667	$940 million	United of Omaha Life Insurance
2013	2,060	$1.0 billion	United of Omaha Life Insurance
2012	2,062	$930 million	United of Omaha Life Insurance
2011	2,110	$887 million	United of Omaha Life Insurance
2010	2,133	$855 million	United of Omaha Life Insurance
2009	2,292	$788 million	United of Omaha Life Insurance

If you had money in one of these plans

Call Ascensus (ascensus.com), which runs the Mutual of Omaha 401K Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((402) 351-3300). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Mutual of Omaha 401K Retirement Savings Plan

Mutual of Omaha 401K Long-Term Savings Plan

Mutual of Omaha Retirement Income Plan

If you had money in one of these plans

What these numbers are

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