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Sponsor portfolioTH

MOUNT MERCY UNIVERSITY

EIN 42-0681046-higher education-Latest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$1.6M premiums
Participants
369
1330 ELMHURST DRIVE NE - CEDAR RAPID, IA 52402319-363-8213mtmercy.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#003401k-$26.9M - 369 part#502Mixed-$1.6M - 201 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Life$76K
  • Long-term disability$76K
  • Other$32K
  • Vision$16K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VERATRUS BENEFIT SOLUTIONS1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $15K1 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

MOUNT MERCY UNIVERSITY 401(K) PLAN

401k

Assets$26.9M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MOUNT MERCY UNIVERSITY WELFARE PLAN

Mixed - WELLMARK HEALTH PLAN OF IOWA

Premiums$1.6M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MOUNT MERCY UNIVERSITY 401(K) PLAN401k$26.9M3692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MOUNT MERCY UNIVERSITY WELFARE PLANMixedWELLMARK HEALTH PLAN OF IOWA$1.6M2012025
Retirement plans
Welfare plans
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