2023 Form 5500 filing — Morningside University Defined Contribution Retire
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726135807NAL0026683648003) for Morningside University Defined Contribution Retire, reported by Morningside University Defined 401(A) under EIN 42-0680400 and plan number 003. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726135807NAL0026683648003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morningside University Defined 401(A)
- EIN
- 42-0680400
- Plan number
- 003
- Location
- Sioux City, IA
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,564,104
- Net assets (EOY)
- $21,564,104
- Total income / additions
- $2,974,886
- Benefits paid
- $1,405,313
- Administrative expenses
- $19,458
- Total expenses
- $1,424,771
- Net increase / (decrease)
- $1,550,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millennium Advisory Services Inc | not reported in the loaded dataset | $13,155 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $6,303 | $0 |