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Form 5500 · Retirement plan · OMAHA, NE

OMAHA ZOOLOGICAL SOCIETY

The filing calls this plan OMAHA ZOOLOGICAL SOCIETY RETIREMENT PLAN AND TRUST.

OMAHA ZOOLOGICAL SOCIETY of OMAHA, NE files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-0469782 · plan 002 · plan year 2025, filed Aug 3, 2026

Participants at the start of the year
491
Contracts on file
1
Contract value
$77,178
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $77,178 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC460December$77,178$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN 82-3719843
LINCOLN NATIONAL CORPORATION
Recordkeeping and information management · EIN 35-0472300
$57,865
paid directly by the plan
SECURITY NATIONAL BANK
Named on Schedule C · EIN 47-0485339
$26,791
paid directly by the plan
FUTUREPLAN BY ASCENSUS
Recordkeeping and information management · EIN 82-3719843
$16,092
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 873 employees, 34 recordable cases, 3 days away from work.

EmployeesThe company's own average for the year
873
Hours worked
1,280,083
Recordable cases
34
Days away from work
3
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$29,170,593
Paid out in benefits
$5,214,925
Participants at the start of the year
491
Participants with account balances
460

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 35-0472300
LINCOLN NATIONAL CORPORATION
Independent accountantEIN 47-0625816
LUTZ & COMPANY, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

plan 501Insured benefit plan · 4 Schedule A contractsRenews ~Jan 1Omaha Zoological Society Medical PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Omaha Zoological Society Dental PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1plan 504Insured benefit plan · 1 Schedule A contractRenews ~Jan 1plan 502Insured benefit plan · 1 Schedule A contractRenews ~Jan 1

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