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← FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST

Form 990 for tax year 2023

Filed by FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST.

Totals

Total revenue
$76,835,339
Total expenses
$76,062,511
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$76,775,435
Investment income
$59,904
Other revenue
$0
Total assets, end of year
$1,577,320
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,577,320
Program services expenses (Part IX)
$76,059,785
Management and general expenses
$2,726
Fundraising expenses
$0
Program service expenses (Part III)
$76,059,785

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: INSURANCE FUNDING RECEIVE

    total $76,775,435 · related or exempt $76,775,435

  • 3 · Investment income

    total $59,904 · excluded $59,904

  • 7a · Gross sales of assets other than inventory

    securities $45,925,069

  • 7b · Less cost or other basis and sales expenses

    securities $45,925,069

  • 7c · Gain or loss

    securities $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,726 · management and general $2,726

  • 9 · Other employee benefits

    total $70,639,735 · program services $70,639,735

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $5,420,050 · program services $5,420,050

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $804,492 · end of year $1,577,320

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $804,492 · end of year $1,577,320

Mission and programs · 2023

Mission

FUND THE COST OF HEALTH CARE AND OTHER EMPLOYEE BENEFITS FOR THOSE EMPLOYEES OF THE EMPLOYERS AND THEIR ELIGIBLE DEPENDENTS.

  • HEALTH, DENTAL, VISION, LIFE & DISABILITY COVERAGE TO EMPLOYEES OF THE EMPLOYER AND THEIR DEPENDENTS.

    Expenses $76,059,785 · Revenue $76,775,435

As filed on the 2023 return.

Listed in Part VII

  • First National Bank Of Omaha

    TRUSTEE

    Total calculated
    $2,726
    From this org
    $2,726
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • FIRST NATIONAL OF NEBRASKA INC

    C · FINANCIAL INSTITUTION · NE

  • LAURITZEN CORPORATION

    C · FINANCIAL INSTITUTION · NE

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413209349304331

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