Plan5500

Mount Mercy University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mount Mercy University (EIN 42-0681046) is a plan sponsor located in Cedar Rapids, IA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-0681046
Location
Cedar Rapids, IA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mount Mercy University

  • 2 loaded plans hold $24M in reported assets.
  • The largest, Mount Mercy University 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 507 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24MSummed across loaded plans$24,007,047
Total reported assets$24M$24,007,047
Total reported participants507
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24M total assets
Net assets$24MLiabilities$0
Contributions & income
Employer contributions$685.1K
Participant contributions$992.4K
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.4M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Mount Mercy University 401(K) Plan
Participants per plan254Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mount Mercy University 401(K) Plan$24M
    Plan #003 · 256 participants · 2023
  2. 2
    Mount Mercy University Welfare Plannot reported in the loaded dataset
    Plan #502 · 251 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mount Mercy University. Open one for its full reported snapshot.

  1. 2023
    Mount Mercy University 401(K) Plan256 participants · 2Sch HSch C
    View filing →
  2. 2023
    Mount Mercy University Welfare Plan251 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mount Mercy University report on Form 5500?
Mount Mercy University (EIN 42-0681046) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mount Mercy University?
The Employer Identification Number (EIN) reported for Mount Mercy University is 42-0681046.
What is the latest Form 5500 filing year for Mount Mercy University?
The latest loaded Form 5500 filing year for Mount Mercy University is 2023.

Related Form 5500 pages