Plan5500

Morningside University Defined Contribution Retire — Form 5500 plan (Morningside University Defined 401(A))

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Morningside University Defined Contribution Retire is a benefit plan reported by Morningside University Defined 401(A) under EIN 42-0680400 and plan number 003. The latest loaded filing year is 2023. The filing reports 381 participants and $21,564,104 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morningside University Defined 401(A)
EIN
42-0680400
Plan number
003
Plan type
2
Location
Sioux City, IA
Latest filing year
2023
Participants
381
End-of-year plan assets
$21,564,104

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20240726135807NAL0026683648003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,564,104
Net assets (EOY)
$21,564,104
Net assets (BOY)
$20,013,989

Income & contributions

Total income / additions
$2,974,886

Expenses & distributions

Benefits paid
$1,405,313
Administrative expenses
$19,458
Total expenses
$1,424,771
Net increase / (decrease)
$1,550,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Millennium Advisory Services Incnot reported in the loaded dataset$13,155not reported in the loaded dataset2023
Tiaanot reported in the loaded dataset$6,303$02023

Related Form 5500 pages