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Mutual of Omaha Retirement Income Plan
Mutual of Omaha Insurance Company is a Fortune 500 mutual insurance and financial services company. It is based in Omaha, Nebraska and was founded in 1909.
Mutual of Omaha Retirement Income Plan
Mutual of Omaha Insurance Company is a Fortune 500 mutual insurance and financial services company. It is based in Omaha, Nebraska and was founded in 1909. It offers insurance and financial products for individuals, businesses, and groups throughout the United States, including Medicare Supplement, life insurance, long-term care coverage, annuities, and group coverage like 401(k)s.
General information
Firm type
Pension Fund
Year founded
1909
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, Nebraska, United States
Principals
James Blackledge
Chairman and CEO
Gail A. Graeve
President of the Mutual of Omaha Foundation
Sector focus
Frequently asked questions
Who runs investment decisions at Mutual of Omaha Retirement Income Plan?
James Blackledge serves as chairman and CEO of the parent Mutual of Omaha Insurance Company. Investment activity aligns with the insurer's overall portfolio and regulatory constraints.
Does Mutual of Omaha Retirement Income Plan participate in fund commitments or only direct deals?
The plan holds both direct real estate assets and fund interests including KSL Capital Partners V and DLJ Investment Partners I.
What asset classes appear in the plan's portfolio?
Holdings include commercial real estate, energy infrastructure equities, private debt, and insurance-related operating businesses.
How is the Retirement Income Plan related to Mutual of Omaha Insurance Company?
The plan functions as the pension vehicle sponsored by Mutual of Omaha Insurance Company, which owns 100% of United of Omaha Life Insurance Company.
Does the plan maintain philanthropic structures?
The Mutual of Omaha Foundation, established in 2005, handles grant-making separate from the pension plan with $5.6M in annual distributions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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