Back to filter
Original filing (PDF)20250729224806NAL0004009249001
MOUNT MERCY UNIVERSITY
Form 5500
FILING_RECEIVED
MOUNT MERCY UNIVERSITY WELFARE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
222
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT MERCY UNIVERSITY.
Plan sponsor
Name
MOUNT MERCY UNIVERSITY
EIN
42-0681046
Address
1330 ELMHURST DRIVE NE · CEDAR RAPIDS, IA · 52402
Phone
(319) 363-8213
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Educational Services plans
CORE 95 INC
CORE 95 INC 401(K) PLAN
$0 · 3 participants
CROW CANYON ARCHAEOLOGICAL CENTER, INC
CROW CANYON ARCHAEOLOGICAL CENTER, INC GRA 403(B) PLAN
$0
ELEMENT CRYOTHERAPY AND WELLNESS INCORPORATED
ELEMENT CRYOTHERAPY AND WELLNE 401(K) PROFIT SHARING PLAN & TRUST
$0
MILTON GOTTESMAN JEWISH DAY SCHOOL OF THE NATIONS CAPITAL
MILTON GOTTESMAN JEWISH DAY SCHOOL OF THE NATION'S CAPITAL 403(B) DC PLAN
$0
ST. ANDREW'S SCHOOL
ST. ANDREW'S SCHOOL 401(K) PLAN
$0
MIDDLE TENNESSEE SCHOOL OF ANESTHESIA, INC.
MTSA 403(B) RETIREMENT PLAN
$0
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B