Omaha School Basics

  • Established 1951
  • Currently open to new hires
  • Plan covers teachers
  • Plan members covered by Social Security
  • Single employer

Assets, Participants, and Benefits

Assets at Year-End, Omaha School, 2001-2019

Fiscal Year Net Assets (billions)
2001 0.77
2002 0.71
2003 0.74
2004 0.78
2005 0.88
2006 0.98
2007 1.12
2008 1.05
2009 0.88
2010 0.95
2011 1.03
2012 1.10
2013 1.17
2014 1.29
2015 1.21
2016 1.19
2017 1.23
2018 1.29
2019 1.30

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2019

Fiscal Year Omaha School US State and Local Pensions
2001 2.5 2.4
2002 2.4 2.4
2003 2.3 2.3
2004 2.3 2.2
2005 2.2 2.1
2006 2.2 2.1
2007 2.2 2.0
2008 2.2 2.0
2009 2.1 1.9
2010 2.1 1.8
2011 1.9 1.7
2012 1.9 1.6
2013 1.9 1.5
2014 1.8 1.5
2015 1.7 1.4
2016 1.6 1.4
2017 1.6 1.4
2018 1.5 1.4
2019 1.5 1.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Costs

Employer's Annual Required Contribution as a Percentage of Payroll and Portion Paid for Omaha School, 2001-2019

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2001 7.7 0.0 5.9 7.7
2002 7.1 0.1 5.5 7.2
2003 8.7 0.0 6.3 8.5
2004 8.8 0.2 7.8 9.0
2005 8.7 1.0 9.5 9.7
2006 10.8 0.0 10.5 9.8
2007 9.2 1.2 11.4 10.3
2008 9.6 0.0 11.9 7.1
2009 9.0 0.0 12.2 8.4
2010 9.7 0.6 14.7 10.2
2011 9.8 1.3 16.7 11.0
2012 12.1 0.0 17.7 10.7
2013 10.7 0.4 19.0 11.2
2014 11.8 0.0 19.8 10.6
2015 11.9 0.0 20.3 10.4
2016 11.5 0.0 20.3 10.7
2017 15.3 0.8 20.4 16.0
2018 16.7 0.0 21.1 16.7
2019 17.7 0.0 21.8 16.9

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Omaha School, 2001-2019

Fiscal Year Omaha School National Data
2001 89.2 105.5
2002 83.1 96.9
2003 81.1 93.1
2004 79.1 89.4
2005 78.7 85.5
2006 79.4 84.8
2007 89.0 85.3
2008 85.3 83.7
2009 75.3 78.5
2010 73.5 75.5
2011 73.2 72.8
2012 72.6 69.9
2013 72.6 68.9
2014 74.1 70.5
2015 73.0 70.7
2016 65.3 70.2
2017 63.9 70.8
2018 62.9 72.0
2019 62.6 71.5

Source: Public Plans Database

National data averages are weighted by plan size and reflects the average for plans of similar type and Social Security coverage.

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Investments

Asset Allocation for Omaha School, 2019

Category Percent
Equities 44.6
Fixed Income 27.4
Private Equity 12.7
Real Estate 13.1
Cash 0.0
Other 0.0
Commodities 1.5
Hedge Fund 0.6
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2019

Category Percent
Equities 47.0
Fixed Income 22.8
Private Equity 9.2
Real Estate 8.8
Cash 1.9
Other 0.0
Commodities 1.9
Hedge Fund 7.0
Misc. Alternatives 1.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Omaha School, 2007-2019

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2007 60.1 11.2 11.0 12.5 1.9 0.0 2.3 1.1 0.0
2008 47.9 21.1 12.9 13.5 1.8 0.0 2.8 0.0 0.0
2009 36.6 40.5 10.7 11.7 0.7 0.0 0.0 0.0 0.0
2010 30.9 36.2 13.4 10.7 6.2 0.0 0.0 2.5 0.0
2011 31.1 38.1 11.3 7.7 0.8 0.0 6.0 5.0 0.0
2012 30.9 35.1 7.3 8.3 0.6 0.0 6.1 11.7 0.0
2013 29.2 32.4 8.4 7.4 0.8 0.0 8.2 13.5 0.0
2014 26.8 25.6 8.9 7.6 0.4 0.0 15.1 15.7 0.0
2015 27.9 21.5 9.1 13.1 1.1 0.0 12.5 14.9 0.0
2016 30.7 11.2 9.4 20.8 4.2 0.0 14.5 9.0 0.0
2017 41.2 25.2 11.2 16.1 0.0 0.0 3.5 2.8 0.0
2018 44.0 25.1 11.5 15.2 0.0 0.0 3.4 0.9 0.0
2019 44.6 27.4 12.7 13.1 0.0 0.0 1.5 0.6 0.0

Source: Public Plans Database

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Annual Return as of August 31 for Omaha School, 2001-2019

Fiscal Year Omaha School Assumed return
2001 -21.80 8.00
2002 -8.10 8.00
2003 23.60 8.00
2004 9.20 8.00
2005 19.20 8.00
2006 12.70 8.00
2007 19.30 8.00
2008 -13.50 8.00
2009 -0.40 8.00
2010 12.20 8.00
2011 4.10 8.00
2012 14.30 8.00
2013 11.00 8.00
2014 9.10 8.00
2015 -5.40 8.00
2016 6.70 7.50
2017 6.20 7.50
2018 7.10 7.50
2019 2.56 7.50

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
Omaha School
2001-2019

Fiscal Year Cash Flow Assets
2001 -12.8 774.9
2002 -17.0 710.4
2003 -21.4 735.8
2004 -22.9 775.4
2005 -28.5 884.0
2006 -25.6 978.4
2007 -31.0 1,117.6
2008 -25.6 1,050.3
2009 -29.1 884.4
2010 -26.8 951.2
2011 -29.4 1,033.1
2012 -24.4 1,095.6
2013 -31.5 1,170.3
2014 -30.3 1,294.7
2015 -33.2 1,211.1
2016 -38.4 1,188.5
2017 -28.9 1,233.2
2018 -25.8 1,293.7
2019 -31.0 1,295.5

Source: Public Plans Database

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Cash Flow as a Percentage of Assets
Omaha School
2001-2019

Fiscal Year Omaha School National Average
2001 -1.6 -2.4
2002 -2.4 -3.3
2003 -2.9 -3.6
2004 -2.9 -3.4
2005 -3.2 -3.5
2006 -2.6 -3.3
2007 -2.8 -3.1
2008 -2.4 -4.0
2009 -3.3 -4.9
2010 -2.8 -4.9
2011 -2.8 -4.2
2012 -2.2 -4.3
2013 -2.7 -4.3
2014 -2.3 -3.4
2015 -2.7 -3.2
2016 -3.2 -3.5
2017 -2.3 -3.3
2018 -2.0 -3.1
2019 -2.4 -3.0

Source: Public Plans Database

National data averages are weighted by plan size.

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2019 Financial Reports

Benefits

Website for Omaha School benefit descriptions.