Original filing (PDF)20230915134808NAL0033221440001

MORNINGSIDE UNIVERSITY TAX DEFERRED

Name: MORNINGSIDE UNIVERSITY TAX DEFERRED — MORNINGSIDE UNIVERSITY TAX-DEFERRED ANNUITY PLAN, Form 5500 (2022)
Creator: MORNINGSIDE UNIVERSITY TAX DEFERRED

Form 5500

FILING_RECEIVED

MORNINGSIDE UNIVERSITY TAX-DEFERRED ANNUITY PLAN

Defined-contribution retirement plan

Signals · 1

No ERISA fidelity bond

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORNINGSIDE UNIVERSITY TAX DEFERRED.

Plan sponsor

Name

MORNINGSIDE UNIVERSITY TAX DEFERRED

EIN

42-0680400all filings

Address

1501 MORNINGSIDE AVENUE · SIOUX CITY, IA · 511061717

Phone

(712) 274-5114

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-01

Filed

2023-09-15

Pension benefit codes

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

HENJES, CONNER & WILLIAMS, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	—	$11K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSIDE UNIVERSITY	—	SIOUX CITY, IA	—	$7K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.