2025-11-10T11:10:18+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 835 N COLLEGE AVENUE INDIANAPOLIS IN 46202 990 2024-01-01 363723642 MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND MUTU 4023518944 MUTUAL OF OMAHA PLAZA OMAHA NE 68175 KELLEE GRIMES PRESIDENT & DIRECTOR 4023518944 2025-11-10 false Jennifer D Rhoderick P00395735 3176817000 2025-11-10 2024 2025-03-06 01:10:19Z KELLEE GRIMES MUTUAL OF OMAHA PLAZA OMAHA NE 68175 305207 false X N/A X 1990 NE THE MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND PROVIDES FINANCIAL ASSISTANCE TO ASSOCIATES OF MUTUAL OF OMAHA DURING TIMES OF CRISIS OR NEED. 6 6 0 6 0 319174 294185 0 0 5945 11022 0 0 325119 305207 225500 217322 0 0 0 0 0 0 0 1152 1663 226652 218985 98467 86222 313515 399737 0 0 313515 399737 THE MISSION OF THE MUTUAL OF OMAHA EMPLOYEE ASSISTANCE FUND IS TO PROVIDE AID TO ASSOCIATES EXPERIENCING HARDSHIP IN TIMES OF CRISIS. false false 218985 217322 0 THE EMPLOYEE FINANCIAL ASSISTANCE FUND (THE FUND) PROVIDES FINANCIAL ASSISTANCE TO ASSOCIATES DURING CRISIS OR NEED. FULL-TIME, PART TIME AND TEMPORARY EMPLOYEES OF MUTUAL OF OMAHA - WHO ARE EXPERIENCING HARDSHIP, CAN APPLY FOR ASSISTANCE FROM THE FUND. EMPLOYEES ARE LIMITED TO RECEIVING GENERAL FINANCIAL ASSISTANCE ONCE EVERY 18 MONTHS. ASSISTANCE IS PROVIDED TO EMPLOYEES FACING CHALLENGES FOR ITEMS SUCH AS TRANSPORTATION, UTILITIES, HOUSING, CHILDCARE, AND EMERGENCY HOME REPAIR. THE FUND IS PRIMARILY FUNDED BY CONTRIBUTIONS FROM MUTUAL OF OMAHA EMPLOYEES, THE CORPORATION AND MATCHING GIFTS BY THE MUTUAL OF OMAHA FOUNDATION. IN 2024, THE ORGANIZATION HELPED 350 EMPLOYEES AND THEIR FAMILIIES. TOTAL NUMBER OF ASSOCIATES PROVIDED A GRANT: 350 AVERAGE SIZE OF GRANT: $620 218985 true true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 6 6 true false false false false false false true false false false false true true true true true true false false false false NE X JIM CRAMPTON 4023518944 MUTUAL OF OMAHA PLAZA OMAHA NE 68175 ALEX HIGGINS VICE PRESIDENT & DIRECTOR 2.0 0.0 X X 0 0 0 CRUZ Cabrera SECRETARY & DIRECTOR 2.0 0.0 X X 0 0 0 JEN CONNEALY SECRETARY & DIRECTOR 2.0 0.0 X X 0 0 0 KELLEE GRIMES PRESIDENT & DIRECTOR 2.0 0.0 X X 0 0 0 KIM ARMSTRONG TREASURER & DIRECTOR 2.0 0.0 X X 0 0 0 MEGHAN MALIK SECRETARY & DIRECTOR 2.0 0.0 X X 0 0 0 ALLYSON ZIEGLER DIRECTOR 1.0 0.0 X 0 0 0 TAY MILLER DIRECTOR 1.0 0.0 X 0 0 0 0 0 0 false false false 0 294185 294185 0 0 0 0 0 11022 11022 0 0 0 0 0 0 0 0 0 0 305207 0 0 11022 217322 217322 1663 1663 0 0 0 0 0 0 218985 218985 0 0 313515 399737 0 0 0 0 0 0 0 0 0 313515 399737 0 0 0 0 0 313515 399737 313515 399737 313515 399737 86222 0 X false false false X 297028 181092 194915 319174 294185 1286394 0 0 297028 181092 194915 319174 294185 1286394 720739 565655 666 243 13 5945 11022 17889 0 0 0 0 0 0 0 1304283 0 0.43369 0.4364 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true FOOD, HOUSING AND GENERAL Assistance 350 217322 Schedule I, Part I, Line 2 The Mutual of Omaha Employee Assistance Fund provides financial assistance based on demonstrated need. Given the modest individual amounts provided, employees who receive assistance continue to voluntarily engage with a designated navigator. This ongoing relationship helps ensure that employees receive guidance and support as they work through the challenges that led to their request for assistance. Employees are limited to receiving general financial assistance once every 18 months. Form 990, Part VI, Line 15 Process for determing compensation OFFICERS AND BOARD MEMBERS OF THE FUND ARE NOT COMPENSATED FOR SERVICES PROVIDED EITHER DIRECTLY OR INDIRECTLY. ALL SERVICES ARE VOLUNTARY. Form 990, Part VI, Line 7a Power to elect or approve governing body THE MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND (FUND) IS ORGANIZED PURSUANT TO THE NEBRASKA NONPROFIT CORPORATION ACT. THERE ARE NO MEMBERS. THE BOARD OF DIRECTORS HAVE GENERAL MANAGEMENT AND CONTROL OF THE OPERATIONS OF THE FUND AND THE POWER TO FILL VACANCIES AS PROVIDED BY THE BYLAWS OF THE FUND. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Alex Higgins and Allyson Ziegler - Business relationship, Cruz Cabreta De Ortiz and Allyson Ziegler - Business relationship, Jen Connealy and Allyson Ziegler - Business relationship, Kellee Grimes and Allyson Ziegler - Business relationship, Kim Armstrong and Allyson Ziegler - Business relationship, Meghan Malik and Allyson Ziegler - Business relationship, Tay Miller and Allyson Ziegler - Business relationship Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body PRIOR TO FILING THE FORM 990 A DRAFT COPY OF THE FORM AND RELATED SCHEDULES IS PROVIDED TO THE DIRECTORS FOR REVIEW. ANY COMMENTS RECEIVED ARE RESPONDED TO AND RESOLVED PRIOR TO THE FILING OF THE RETURN. Form 990, Part VI, Line 12c Conflict of interest policy MEMBERS OF THE BOARD OF DIRECTORS (AND OFFICERS BY DEFAULT) ARE REQUIRED TO ANNUALLY REVIEW AND DISCLOSE CONFLICTS. POTENTIAL CONFLICTS ARE REVIEWED BY A NON-VOTING ADVISOR TO THE BOARD AND IF A CONFLICT IS FOUND APPROPRIATE STEPS ARE TAKEN BASED ON THE FACTS AND CIRCUMSTANCES (E.G., MANDATORY ABSTENTION FROM VOTE). Form 990, Part VI, Line 19 Required documents available to the public THE FUNDS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. INTERESTED PARTIES MAY CONTACT THE FUND AS PROVIDED IN THIS FILING. SEE PART VI, SECTION C. MUTUAL OF OMAHA INSURANCE COMPANY MUTUAL OF OMAHA PLAZA OMAHA NE 68175 470246511 Insurance NE None C Corporation 0 0 0 false false false true false false false false false false false false false true false false false false false false Schedule R, Part IV THE MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND (FUND) IS MANAGED BY ITS BOARD OF DIRECTORS WHO SERVE IN A VOLUNTARY CAPACITY TO FURTHER THE FUND'S CHARITABLE GOAL. DIRECTORS ARE ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS WHO ARE SELECTED FROM CURRENT EMPLOYEES OF MUTUAL OF OMAHA INSURANCE COMPANY AND ITS AFFILIATES. NO DIRECT EQUITY OR CONTROL EXISTS BETWEEN THE FUND AND MUTUAL OF OMAHA INSURANCE COMPANY. Schedule R, Part V, Line 1c and Schedule R, Part V, Line 1m AS PROVIDED HEREIN, THE MUTUAL OF OMAHA EMPLOYEE FINANCIAL ASSISTANCE FUND (FUND) HAS BEEN ESTABLISHED TO PROVIDE CHARITABLE ASSISTANCE TO EMPLOYEES OF MUTUAL OF OMAHA INSURANCE COMPANY AND ITS AFFILIATES.EMPLOYEES OF MUTUAL OF OMAHA INSURANCE COMPANY SERVE AS OFFICERS, DIRECTORS, AND ADVISORS TO THE FUND ON A VOLUNTARY BASIS. FURTHER, MUTUAL OF OMAHA INSURANCE COMPANY PROVIDES, FROM TIME TO TIME, CHARITABLE CONTRIBUTIONS TO THE FUND IN FURTHERANCE OF ITS CHARITABLE PURPOSE (SEE SCHEDULE B).