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Nonprofit · EIN 27-0744207

FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST

Tax-exempt · OMAHA, NE 68197

Financials

$76.8M$76.1M2023$72.2M$72.6M2024
Revenue Expenses · by fiscal year end
Financials of FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$72,177,569$72,622,715-$445,146$1,132,174$0$1,132,174
December 31, 2023990$76,835,339$76,062,511$772,828$1,577,320$0$1,577,320
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$72,044,578
Investment income
$132,991
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$7,029
Salaries, compensation and benefits (total)
$67,143,519
Professional fundraising fees
$0
Program services (functional)
$72,615,686
Management and general (functional)
$7,029

Balance sheet and other

Total assets, start of year
$1,577,320
Total assets, end of year
$1,132,174
Total liabilities, end of year
$0
Net assets, end of year
$1,132,174
Gross receipts
$130,362,079
Employees
0
Volunteers
0
Year formed
2009
State of legal domicile
NE

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
FIRST NATIONAL BANK OF OMAHATRUSTEE
Institutional trustee
1$7,029
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIRST NATIONAL BANK OF OMAHATRUSTEE
Institutional trustee
1$2,726

Address and contacts

Address (IRS master file)
1620 DODGE ST STOP 3071, OMAHA, NE 68197-3071
In care of
% KEN BUNNELL
Signed the 990
SARAH LABEDZ, VICE PRESIDENT
Phone
(402) 341-0500
Return prepared by
LUTZ AND COMPANY PC

Mission

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

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH, DENTAL, VISION, LIFE & DISABILITY COVERAGE TO EMPLOYEES OF THE EMPLOYER AND THEIR DEPENDENTS.
    Expenses $72,615,686 · revenue $72,044,578

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-0744207
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,132,174
Income (IRS master file)
$130,362,079

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$72,177,569$72,622,715$1,132,174XML
990December 2023$76,835,339$76,062,511$1,577,320XML
990December 2022$62,380,485$68,618,588$804,492IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0744207).

Questions about FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST

What is the EIN of FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST?
The employer identification number (EIN) of FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST is 27-0744207.
Is FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
Are donations to FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $7,029 (FIRST NATIONAL BANK OF OMAHA, TRUSTEE).
How much revenue does FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $72,177,569, expenses of $72,622,715 and total assets of $1,132,174 at year end.

Other nonprofits in OMAHA

All nonprofits in OMAHA · Nebraska · Mutual and membership benefit