Nebraska Schools Basics

  • Established 1945
  • Currently open to new hires
  • Plan covers teachers
  • Plan members covered by Social Security
  • Multiple employer, cost sharing plan

Assets, Participants, and Benefits

Assets at Year-End, Nebraska Schools, 2001-2019

Fiscal Year Net Assets (billions)
2001 4.27
2002 4.04
2003 4.28
2004 4.92
2005 5.39
2006 5.98
2007 7.03
2008 6.58
2009 5.27
2010 5.94
2011 7.26
2012 7.25
2013 8.09
2014 9.45
2015 9.69
2016 9.70
2017 10.88
2018 11.64
2019 12.21

Source: Public Plans Database

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Number of Actives per Annuitant, 2001-2019

Fiscal Year Nebraska Schools US State and Local Pensions
2001 3.3 2.4
2002 3.2 2.4
2003 3.1 2.3
2004 2.9 2.2
2005 2.8 2.1
2006 2.7 2.1
2007 2.6 2.0
2008 2.5 2.0
2009 2.5 1.9
2010 2.4 1.8
2011 2.2 1.7
2012 2.1 1.6
2013 2.0 1.5
2014 1.9 1.5
2015 1.9 1.4
2016 1.8 1.4
2017 1.8 1.4
2018 1.7 1.4
2019 1.7 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 Nebraska Schools, 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 9.0 0.0 5.9 9.0
2002 8.7 0.0 5.5 8.7
2003 8.6 0.0 6.3 8.6
2004 8.7 0.0 7.8 8.7
2005 8.9 1.0 9.5 9.9
2006 10.4 0.0 10.5 10.4
2007 9.3 0.0 11.4 9.3
2008 8.8 0.0 11.9 8.8
2009 8.8 0.0 12.2 8.8
2010 9.7 0.0 14.7 9.7
2011 9.9 1.2 16.7 11.1
2012 10.6 1.4 17.7 12.1
2013 10.4 2.8 19.0 13.1
2014 9.5 0.4 19.8 9.8
2015 9.4 0.0 20.3 8.2
2016 9.4 0.0 20.3 7.0
2017 9.4 0.0 20.4 6.6
2018 9.4 0.0 21.1 9.2
2019 9.4 0.0 21.8 8.6

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Nebraska Schools, 2001-2019

Fiscal Year Nebraska Schools National Data
2001 87.2 105.5
2002 94.9 96.9
2003 90.6 93.1
2004 87.2 89.4
2005 85.6 85.5
2006 87.2 84.8
2007 90.5 85.3
2008 90.6 83.7
2009 86.6 78.5
2010 82.4 75.5
2011 80.4 72.8
2012 76.6 69.9
2013 77.1 68.9
2014 82.7 70.5
2015 88.0 70.7
2016 89.6 70.2
2017 86.7 70.8
2018 88.8 72.0
2019 90.3 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 Nebraska Schools, 2019

Category Percent
Equities 56.3
Fixed Income 31.0
Private Equity 5.6
Real Estate 7.0
Cash 0.1
Other 0.0
Commodities 0.0
Hedge Fund 0.0
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2019

Category Percent
Equities 47.2
Fixed Income 22.9
Private Equity 9.0
Real Estate 9.0
Cash 1.8
Other 0.0
Commodities 1.9
Hedge Fund 6.7
Misc. Alternatives 1.5

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Nebraska Schools, 2001-2019

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2001 null null null null null null null null null
2002 63.0 37.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2003 61.0 39.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2004 68.7 31.3 0.0 0.0 0.0 0.0 0.0 0.0 0.0
2005 69.6 29.9 0.0 0.5 0.0 0.0 0.0 0.0 0.0
2006 68.7 28.2 0.0 3.1 0.0 0.0 0.0 0.0 0.0
2007 69.0 26.7 0.1 4.2 0.0 0.0 0.0 0.0 0.0
2008 65.7 29.1 0.6 4.6 0.0 0.0 0.0 0.0 0.0
2009 56.2 36.6 1.7 5.5 0.0 0.0 0.0 0.0 0.0
2010 65.6 29.1 2.2 3.1 0.0 0.0 0.0 0.0 0.0
2011 64.9 28.2 2.8 3.4 0.0 0.0 0.0 0.0 0.0
2012 62.0 29.2 4.0 3.8 0.0 0.0 0.0 0.0 0.0
2013 63.0 28.2 4.6 3.6 0.0 0.0 0.0 0.0 0.0
2014 66.1 25.8 4.7 3.2 0.0 0.0 0.0 0.0 0.0
2015 62.7 27.8 5.5 4.0 0.0 0.0 0.0 0.0 0.0
2016 60.0 28.5 6.7 4.9 0.0 0.0 0.0 0.0 0.0
2017 59.6 27.7 7.0 5.7 0.0 0.0 0.0 0.0 0.0
2018 60.5 29.1 4.7 5.6 0.1 0.0 0.0 0.0 0.0
2019 56.3 31.0 5.6 7.0 0.1 0.0 0.0 0.0 0.0

Source: Public Plans Database

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Annual Return as of June 30 for Nebraska Schools, 2001-2019

Fiscal Year Nebraska Schools Assumed return
2001 -4.23 8.00
2002 -4.20 8.00
2003 -8.80 8.00
2004 23.60 8.00
2005 11.40 8.00
2006 7.00 8.00
2007 15.20 8.00
2008 7.80 8.00
2009 -27.80 8.00
2010 22.10 8.00
2011 13.40 8.00
2012 0.00 8.00
2013 12.90 8.00
2014 18.30 8.00
2015 6.90 8.00
2016 1.10 8.00
2017 8.60 7.50
2018 16.60 7.50
2019 -4.20 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)
Nebraska Schools
2001-2019

Fiscal Year Cash Flow Assets
2001 35.5 4,269.8
2002 31.4 4,039.2
2003 27.8 4,280.6
2004 13.1 4,916.5
2005 1.3 5,393.7
2006 15.2 5,975.4
2007 -14.6 7,025.6
2008 -49.2 6,578.4
2009 -61.8 5,266.0
2010 -46.4 5,940.5
2011 -59.7 7,264.0
2012 -79.2 7,246.3
2013 -87.1 8,093.0
2014 -96.5 9,451.0
2015 -121.0 9,685.8
2016 -136.5 9,698.6
2017 -147.6 10,876.9
2018 -168.6 11,636.3
2019 -194.0 12,214.9

Source: Public Plans Database

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Cash Flow as a Percentage of Assets
Nebraska Schools
2001-2019

Fiscal Year Nebraska Schools National Average
2001 0.8 -2.4
2002 0.8 -3.3
2003 0.6 -3.6
2004 0.3 -3.4
2005 0.0 -3.5
2006 0.3 -3.3
2007 -0.2 -3.1
2008 -0.7 -4.0
2009 -1.2 -4.9
2010 -0.8 -4.9
2011 -0.8 -4.2
2012 -1.1 -4.3
2013 -1.1 -4.3
2014 -1.0 -3.4
2015 -1.2 -3.2
2016 -1.4 -3.5
2017 -1.4 -3.3
2018 -1.4 -3.1
2019 -1.6 -3.0

Source: Public Plans Database

National data averages are weighted by plan size.

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2019 Financial Reports

Benefits

Website for Nebraska Schools benefit descriptions.