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Original filing (PDF)20250529152637NAL0007956545001
MIDLAND UNIVERSITY
Form 5500
FILING_RECEIVED
MIDLAND UNIVERSITY 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
200
Accounts w/ balance
450
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
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 (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDLAND UNIVERSITY.
Plan sponsor
Name
MIDLAND UNIVERSITY
EIN
47-0376551
Address
900 N. CLARKSON ST · FREMONT, NE · 68025
Phone
(800) 642-8382
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-05-29
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, KS | ADVISOR | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $14K | — |
| COULTER & JUSTUS | 62-1532536 | KNOXVILLE, TN | NONE | $9K | — |
Investments
1 pooled fund· $247K(1% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $247K | 1.2% |
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