State Data » Nebraska » Omaha ERS » Omaha ERS

Omaha ERS Basics

  • Established 1949
  • Currently open to new hires
  • Plan covers local employees
  • Plan members covered by Social Security
  • Single employer

Assets, Participants, and Benefits

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

Fiscal Year Net Assets (billions)
2001 null
2002 0.22
2003 null
2004 null
2005 0.28
2006 0.29
2007 0.29
2008 0.20
2009 0.21
2010 0.23
2011 0.22
2012 0.22
2013 0.24
2014 0.24
2015 0.23
2016 0.24
2017 0.25
2018 0.24
2019 0.26

Source: Public Plans Database

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Number of Actives per Annuitant, 2006-2019

Fiscal Year Omaha ERS US State and Local Pensions
2006 0.9 2.1
2007 0.9 2.1
2008 0.9 2.1
2009 0.9 2.0
2010 0.9 1.9
2011 0.9 1.8
2012 0.8 1.7
2013 0.8 1.6
2014 0.8 1.5
2015 0.9 1.5
2016 0.8 1.4
2017 0.8 1.3
2018 0.8 1.3
2019 0.8 1.2

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 ERS, 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 null null 5.0 null
2002 6.6 4.7 4.8 11.3
2003 null null 5.7 null
2004 8.4 4.5 7.3 12.9
2005 8.4 4.5 9.0 12.9
2006 8.6 4.3 9.3 12.9
2007 9.2 7.2 10.0 16.5
2008 9.5 6.8 10.4 16.3
2009 9.6 13.7 10.2 23.3
2010 9.7 14.2 10.5 23.9
2011 10.5 12.6 12.5 23.2
2012 11.4 13.3 12.9 24.7
2013 11.3 16.1 13.9 27.4
2014 19.0 7.5 14.5 26.5
2015 18.0 3.3 14.9 21.3
2016 18.0 0.0 14.8 16.6
2017 18.2 0.0 15.1 17.0
2018 18.1 1.8 18.1 19.9
2019 19.0 2.9 16.7 21.9

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Omaha ERS, 2001-2019

Fiscal Year Omaha ERS National Data
2001 73.7 106.5
2002 73.1 101.1
2003 79.0 94.2
2004 73.8 93.1
2005 78.7 91.1
2006 76.0 90.5
2007 75.5 91.2
2008 62.9 90.2
2009 59.8 83.2
2010 58.7 81.5
2011 56.3 80.4
2012 54.0 78.9
2013 53.7 78.7
2014 56.2 79.0
2015 55.7 78.2
2016 55.5 76.3
2017 53.0 76.4
2018 51.8 76.5
2019 52.4 76.1

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 ERS, 2019

Category Percent
Equities 39.4
Fixed Income 12.9
Private Equity 12.6
Real Estate 25.2
Cash 0.6
Other 0.0
Commodities 0.0
Hedge Fund 9.3
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2019

Category Percent
Equities 46.9
Fixed Income 23.2
Private Equity 9.1
Real Estate 8.7
Cash 1.8
Other 0.1
Commodities 1.9
Hedge Fund 6.9
Misc. Alternatives 1.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Omaha ERS, 2010-2019

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2010 44.9 29.7 1.7 12.8 0.1 0.0 10.8 0.0 0.0
2011 41.0 29.0 3.6 16.1 0.0 0.0 10.4 0.0 0.0
2012 46.9 16.4 5.4 16.5 4.8 0.0 10.0 0.0 0.0
2013 40.3 20.6 6.7 17.2 3.8 0.0 3.3 8.1 0.0
2014 39.4 19.3 9.1 19.8 1.3 0.0 2.9 8.2 0.0
2015 38.0 19.3 10.7 21.5 0.0 0.0 3.0 7.4 0.0
2016 37.1 16.8 12.8 20.2 0.0 0.0 3.2 9.8 0.0
2017 39.8 16.6 11.4 19.6 0.0 0.0 3.1 9.4 0.0
2018 36.1 17.4 12.2 21.2 0.0 0.0 2.9 10.2 0.0
2019 39.4 12.9 12.6 25.2 0.6 0.0 0.0 9.3 0.0

Source: Public Plans Database

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Annual Return as of December 31 for Omaha ERS, 2001-2019

Fiscal Year Omaha ERS Assumed return
2001 null 7.50
2002 -5.15 7.50
2003 null 7.50
2004 null 7.50
2005 6.14 8.00
2006 10.71 8.00
2007 5.37 8.00
2008 -26.38 8.00
2009 12.23 8.00
2010 16.99 8.00
2011 -0.82 8.00
2012 11.15 8.00
2013 15.94 8.00
2014 5.26 8.00
2015 3.40 8.00
2016 10.25 8.00
2017 13.13 8.00
2018 -0.56 7.50
2019 14.72 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 ERS
2005-2019

Fiscal Year Cash Flow Assets
2005 -10.0 277.1
2006 -14.0 292.0
2007 -13.3 294.1
2008 -13.9 204.5
2009 -15.3 213.2
2010 -15.8 232.3
2011 -15.1 215.4
2012 -15.4 223.2
2013 -17.1 240.3
2014 -12.7 238.7
2015 -13.8 232.2
2016 -14.2 239.8
2017 -15.1 254.5
2018 -15.8 236.7
2019 -14.6 255.5

Source: Public Plans Database

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Cash Flow as a Percentage of Assets
Omaha ERS
2005-2019

Fiscal Year Omaha ERS National Average
2005 -3.6 -2.0
2006 -4.8 -1.9
2007 -4.5 -2.0
2008 -6.8 -3.0
2009 -7.2 -2.6
2010 -6.8 -2.4
2011 -7.0 -2.7
2012 -6.9 -2.6
2013 -7.1 -2.3
2014 -5.3 -2.3
2015 -5.9 -2.7
2016 -5.9 -2.2
2017 -5.9 -2.7
2018 -6.7 -3.0
2019 -5.7 -2.8

Source: Public Plans Database

National data averages are weighted by plan size.

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2019 Financial Reports