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  2. Morningside University Defined 401(a)
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Filings through Oct 24, 2026.

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Morningside University Defined 401(a)

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

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE

Money purchase

Assets$24.2M
Participants320
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#525

MORNINGSIDE UNIVERSITY 125 GOLD CAFETERIA PLAN

Fully insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$3.2M
Covered lives190
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

GROUP LIFE INSURANCE PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$35K
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

PRIVATE COLLEGES & UNIVERSITIES GROUP INSURANCE TRUST

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$22K
Covered lives239
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIREMoney purchase$24.2M3202025
  • MORNINGSIDE UNIVERSITY DEFINED CONTRIBUTION RETIRE$24.2M
    #003 · Money purchase · 2025320

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • MORNINGSIDE UNIVERSITY 125 GOLD CAFETERIA PLAN$3.2M
    #525 · Fully insured · WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA · 2025190
  • GROUP LIFE INSURANCE PLAN$35K
    #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025239
  • PRIVATE COLLEGES & UNIVERSITIES GROUP INSURANCE TRUST$22K
    #505 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025239
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
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