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Sponsor portfolioTH

MORNINGSIDE UNIVERSITY DEFINED 401(A)

EIN 42-0680400-Other Services (except Public Administration)-Latest filing 2025
Plans
4
Retirement
1
$24.2M assets
Welfare
3
$3.3M premiums
Participants
978
1501 MORNINGSIDE AVENUE - SIOUX CITY, IA 511061717712-274-5114
Plans on this EIN
4 filings
#003MoneyPurchase-$24.2M - 320 part#525Fully Insured-$3.2M - 190 lives#503Fully Insured-$35K - 239 lives#505Fully Insured-$22K - 239 lives

Benefits portfolio analytics

3 plans / $3.3M premiums / 668 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$155K
  • Life$35K
  • Other$35K
  • Long-term disability$22K
Total $3.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE

MoneyPurchase

Assets$24.2M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

MORNINGSIDE UNIVERSITY 125 GOLD CAFETERIA PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$3.2M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$35K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PRIVATE COLLEGES & UNIVERSITIES GROUP INSURANCE TRUST

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$22K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIREMoneyPurchase$24.2M3202025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
525MORNINGSIDE UNIVERSITY 125 GOLD CAFETERIA PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$3.2M1902025
503GROUP LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$35K2392025
505PRIVATE COLLEGES & UNIVERSITIES GROUP INSURANCE TRUSTFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$22K2392025
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