Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
United of Omaha
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 58 retirement plans with 100 or more participants reported paying United of Omaha $5,000 or more. Those plans cover 21,668 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $569K. Per plan, the median was $11.40 per participant, with the middle half of plans between $6.39 and $16.04. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Nebraska (11), Michigan (4) and California (4).
In 2009 it appeared on 47 such filings; in 2024, 60. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $6.39 | $11.40 | $16.04 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.07% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Woodhouse Auto Family 401(k) Plan | Woodhouse Ford, Inc. | NE | 1,660 | $95.7M | $21K |
| The Federal Savings Bank Retirement Plan | The Federal Savings Bank | IL | 1,444 | $48.8M | $13K |
| Future Foam Inc. 401(k) PS Retirement Plan | Future Foam, Inc. | IA | 1,207 | $58.1M | $18K |
| Oakland Management Tax-Deferred Savings Plan | Oakland Management Corp. | MI | 1,090 | $19.6M | $14K |
| Palace Entertainment 401(k) Plan | Festival Fun Parks, LLC | PA | 977 | $31.9M | $6,649 |
| Road Safety Services 401(k) Plan | Road Safety Services Inc. | NE | 932 | $18.9M | $18K |
| Titan Modular, Spartan Cargo 401(k) Retirement Plan | Titan Modular Systems, Inc. | GA | 752 | $3.5M | $1,700 |
| Employees Incentive Savings Plan | Crescent Plastics, Inc. | IN | 642 | $71.9M | $6,979 |
| Rocky Vista University, LLC 401(k) Retirement Plan | Rocky Vista University, LLC | CO | 561 | $26.1M | $4,664 |
| Heartland Family Service Retirement Plan | Heartland Family Service | NE | 514 | $13.3M | $2,700 |
| W International 401(k) Plan | W International SC, LLC | SC | 496 | $4.3M | $6,908 |
| Edwards Auto Group 401(k) Plan | Edwards Chevrolet-Cadillac, Inc. | IA | 476 | $9.7M | $6,789 |
| O'Brien and Associates 401(k) Plan | O'Brien Services Inc. | WI | 467 | $737K | $2,950 |
| Golden Moments 401(k) Plan | Golden Moments LLC | NE | 467 | $3.1M | $600 |
| Stead Automotive Group #1 401(k) Plan | Walnut Creek Ford, Inc. | CA | 445 | $23.7M | $4,975 |
| PTMW, Inc. 401(k) Retirement Plan | PTMW, Inc. | KS | 441 | $10.0M | $1,625 |
| Superior Emp 401(k) Plan | Superior Electrical, Mechanical & Plumbing, Inc. | CA | 428 | $4.2M | $3,275 |
| The Cocopah Indian Tribe 401(k) Retirement Plan and Trust | Cocopah Indian Tribe | AZ | 416 | $6.4M | $7,625 |
| The Ambassador Holding Co. 401(k) Profit Sharing Plan | The Ambassador Holding Company | NE | 395 | $12.7M | $1,550 |
| Lakota Corp. 401(k) Plan | Lakota Corp. | IN | 365 | $4.7M | $7,901 |
| TW Vending Inc. 401(k) Profit Sharing Plan and Trust | T.W. Vending, Inc. | WI | 350 | $6.9M | $2,150 |
| Riekes Equipment Company 401(k) Profit Sharing Plan | Riekes Equipment Company | NE | 337 | $21.0M | $2,525 |
| Mutual of Omaha Retirement Income Plan | Mutual of Omaha Insurance Company | NE | 327 | $960M | $256K |
| International Foundation Employees Retirement Plan | International Foundation of Employee Benefit Plans, Inc. | WI | 314 | $51.6M | $8,993 |
| Bettis Asphalt & Construction Inc. 401(k) and Profit Sharing Plan | Bettis Asphalt & Construction,inc | KS | 295 | $16.1M | $1,350 |
| Cii & Gpal Retirement Plan | Cereal Ingredients Inc. | KS | 294 | $13.2M | $3,000 |
| Maxus Properties, LLC 401(k) Retirement Saving | Maxus Properties, LLC | MO | 266 | $11.1M | $3,100 |
| Teachstone 401(k) Plan | Teachstone Training, LLC | VA | 265 | $10.4M | $2,099 |
| Senior Management, Inc. 401(k) Retirement Plan | Senior Management, Inc. | WI | 260 | $4.1M | $1,350 |
| CHN Housing Partners 401(k) Profit Sharing Plan & Trust | CHN Housing Partners | OH | 246 | $9.6M | $6,889 |
| Jim Hawk Truck Trailers, Inc. 401(k) Savings Plan | Jim Hawk Truck Trailers, Inc. | IA | 245 | $6.9M | $3,369 |
| Borsheim Jewelry Company 401(k) Savings Plan | Borsheim Jewelry Company, Inc. | NE | 225 | $20.9M | $1,880 |
| Dark Horse 401(k) Profit Sharing Plan | Dark Horse Comics, LLC | OR | 213 | $8.9M | $1,125 |
| Hickory Point Bank & Trust 401(k) Plan | Hickory Point Bank & Trust | IL | 203 | $12.5M | $66K |
| Transpremier LLC 401(k) Plan | Transpremier LLC | FL | 203 | $947K | $650 |
| Creek Enterprise 401(k) Plan | Creek Enterprise, Inc. | MI | 193 | $5.1M | $3,325 |
| American Real Estate Partners 401(k) Profit Sharing Plan and Trust | American Real Estate Partners Management LLC | VA | 190 | $15.3M | $1,175 |
| The Koss Construction Company Employees' Retirement Savings Plan | Koss Construction Company | KS | 177 | $10.9M | $2,025 |
| Russell a. Farrow (U.S.) Inc. 401(k) Plan | Russell a. Farrow (U.S.) Inc. | MI | 176 | $5.6M | $1,300 |
| W&L Mail Service, Inc. Retirement Plan | W&L Mail Service, Inc. | VA | 173 | $1.9M | $791 |
Questions and answers
How many plans does United of Omaha serve?
58 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay United of Omaha?
The median plan reported $11.40 per participant in direct and indirect compensation (58 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Participant loan processing (42 plans), Recordkeeping and information management (26 plans), Contract Administrator (3 plans) and Other services (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.