401k Plan data: MOUNT MERCY UNIVERSITY 401(K) PLAN plan

MOUNT MERCY UNIVERSITY 401(K) PLAN 401k Plan overview

Plan Name	MOUNT MERCY UNIVERSITY 401(K) PLAN
Plan identification number	003

MOUNT MERCY UNIVERSITY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MOUNT MERCY UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: MOUNT MERCY UNIVERSITY

Employer identification number (EIN): 420681046

NAIC Classification: 611000

Additional information about MOUNT MERCY UNIVERSITY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1962-03-19

Company Identification Number: 061068

Legal Registered Office Address: 1330 ELMHURST DR NE

CEDAR RAPIDS
United States of America (USA)
52102

More information about MOUNT MERCY UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT MERCY UNIVERSITY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01 ANNE GILLESPIE 2022-10-03
003 2020-01-01 ANNE GILLESPIE 2021-09-15
003 2019-01-01 ANNE GILLESPIE 2020-08-26
003 2019-01-01 ANNE GILLESPIE 2020-08-26
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01 DOUGLAS BROCK
003 2012-01-01 DAWN MCCALLEY
003 2011-01-01 NATHAN STUCKY
003 2010-01-01 VICKY A. SMITH
003 2009-01-01 NANCY MANARY

Plan Statistics for MOUNT MERCY UNIVERSITY 401(K) PLAN

401k plan membership statisitcs for MOUNT MERCY UNIVERSITY 401(K) PLAN

Measure Date Value
2023: MOUNT MERCY UNIVERSITY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 245
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 144
Total of all active and inactive participants 2023-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 389
Number of participants with account balances 2023-01-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MOUNT MERCY UNIVERSITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 256
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 129
Total of all active and inactive participants 2022-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 388
Number of participants with account balances 2022-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MOUNT MERCY UNIVERSITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 252
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 108
Total of all active and inactive participants 2021-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 369
Number of participants with account balances 2021-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MOUNT MERCY UNIVERSITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 260
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 88
Total of all active and inactive participants 2020-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 350
Number of participants with account balances 2020-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MOUNT MERCY UNIVERSITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 244
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 86
Total of all active and inactive participants 2019-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 331
Number of participants with account balances 2019-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MOUNT MERCY UNIVERSITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 231
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 75
Total of all active and inactive participants 2018-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 310
Number of participants with account balances 2018-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MOUNT MERCY UNIVERSITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 239
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 69
Total of all active and inactive participants 2017-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 313
Number of participants with account balances 2017-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MOUNT MERCY UNIVERSITY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 231
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 65
Total of all active and inactive participants 2016-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 298
Number of participants with account balances 2016-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MOUNT MERCY UNIVERSITY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 221
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 56
Total of all active and inactive participants 2015-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 280
Number of participants with account balances 2015-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MOUNT MERCY UNIVERSITY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 220
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 55
Total of all active and inactive participants 2014-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 275
Number of participants with account balances 2014-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MOUNT MERCY UNIVERSITY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 233
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 41
Total of all active and inactive participants 2013-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 274
Number of participants with account balances 2013-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MOUNT MERCY UNIVERSITY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 231
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 265
Number of participants with account balances 2012-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MOUNT MERCY UNIVERSITY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 219
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 251
Number of participants with account balances 2011-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MOUNT MERCY UNIVERSITY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 215
Number of retired or separated participants receiving benefits 2010-01-01 9
Number of other retired or separated participants entitled to future benefits 2010-01-01 33
Total of all active and inactive participants 2010-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 257
Number of participants with account balances 2010-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MOUNT MERCY UNIVERSITY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 205
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 212
Number of participants with account balances 2009-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: MOUNT MERCY UNIVERSITY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	245
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	144
Total of all active and inactive participants	2023-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	389
Number of participants with account balances	2023-01-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MOUNT MERCY UNIVERSITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	256
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	129
Total of all active and inactive participants	2022-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	388
Number of participants with account balances	2022-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MOUNT MERCY UNIVERSITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	252
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	108
Total of all active and inactive participants	2021-01-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	369
Number of participants with account balances	2021-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MOUNT MERCY UNIVERSITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	260
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	88
Total of all active and inactive participants	2020-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	350
Number of participants with account balances	2020-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MOUNT MERCY UNIVERSITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	244
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	86
Total of all active and inactive participants	2019-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	331
Number of participants with account balances	2019-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MOUNT MERCY UNIVERSITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	231
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	75
Total of all active and inactive participants	2018-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	310
Number of participants with account balances	2018-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MOUNT MERCY UNIVERSITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	239
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	69
Total of all active and inactive participants	2017-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	313
Number of participants with account balances	2017-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MOUNT MERCY UNIVERSITY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	231
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	65
Total of all active and inactive participants	2016-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	298
Number of participants with account balances	2016-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MOUNT MERCY UNIVERSITY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	221
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	56
Total of all active and inactive participants	2015-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	280
Number of participants with account balances	2015-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MOUNT MERCY UNIVERSITY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	220
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	55
Total of all active and inactive participants	2014-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	275
Number of participants with account balances	2014-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MOUNT MERCY UNIVERSITY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	233
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	41
Total of all active and inactive participants	2013-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	274
Number of participants with account balances	2013-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MOUNT MERCY UNIVERSITY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	231
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	265
Number of participants with account balances	2012-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MOUNT MERCY UNIVERSITY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	219
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	251
Number of participants with account balances	2011-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MOUNT MERCY UNIVERSITY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	215
Number of retired or separated participants receiving benefits	2010-01-01	9
Number of other retired or separated participants entitled to future benefits	2010-01-01	33
Total of all active and inactive participants	2010-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	257
Number of participants with account balances	2010-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MOUNT MERCY UNIVERSITY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	205
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	212
Number of participants with account balances	2009-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MOUNT MERCY UNIVERSITY 401(K) PLAN

Measure	Date	Value
2023 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$5,696,428
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,361,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,283,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,182,441
Value of total assets at end of year	2023-12-31	$24,007,047
Value of total assets at beginning of year	2023-12-31	$20,671,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$77,919
Total interest from all sources	2023-12-31	$7,724
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$27,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$27,944
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$992,369
Participant contributions at end of year	2023-12-31	$110,840
Participant contributions at beginning of year	2023-12-31	$117,793
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$504,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,335,260
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$24,007,047
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$20,671,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$1,538,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,336,417
Value of interest in pooled separate accounts at end of year	2023-12-31	$4,073,554
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$3,031,131
Interest on participant loans	2023-12-31	$7,724
Value of interest in common/collective trusts at end of year	2023-12-31	$18,283,829
Value of interest in common/collective trusts at beginning of year	2023-12-31	$16,186,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$6,739,604
Net investment gain/loss from pooled separate accounts	2023-12-31	$-702,744
Net investment gain or loss from common/collective trusts	2023-12-31	$-2,558,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$685,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,283,249
Contract administrator fees	2023-12-31	$77,919
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,065,943
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,096,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,019,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,978,693
Value of total assets at end of year	2022-12-31	$20,671,787
Value of total assets at beginning of year	2022-12-31	$24,834,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$77,234
Total interest from all sources	2022-12-31	$7,178
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$21,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$21,440
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,033,826
Participant contributions at end of year	2022-12-31	$117,793
Participant contributions at beginning of year	2022-12-31	$146,213
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$229,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,162,422
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,671,787
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$24,834,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,336,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,577,655
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,031,131
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,271,157
Interest on participant loans	2022-12-31	$7,178
Value of interest in common/collective trusts at end of year	2022-12-31	$16,186,446
Value of interest in common/collective trusts at beginning of year	2022-12-31	$18,839,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-324,406
Net investment gain/loss from pooled separate accounts	2022-12-31	$-673,499
Net investment gain or loss from common/collective trusts	2022-12-31	$-3,075,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$715,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,019,245
Contract administrator fees	2022-12-31	$77,234
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,120,078
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,407,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,303,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,905,975
Value of total assets at end of year	2021-12-31	$24,834,209
Value of total assets at beginning of year	2021-12-31	$21,121,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$103,705
Total interest from all sources	2021-12-31	$8,781
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$20,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$20,427
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,082,370
Participant contributions at end of year	2021-12-31	$146,213
Participant contributions at beginning of year	2021-12-31	$165,208
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$104,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,712,612
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$24,834,209
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,121,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,577,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,188,335
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,271,157
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,054,420
Interest on participant loans	2021-12-31	$8,781
Value of interest in common/collective trusts at end of year	2021-12-31	$18,839,184
Value of interest in common/collective trusts at beginning of year	2021-12-31	$16,713,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$188,116
Net investment gain/loss from pooled separate accounts	2021-12-31	$363,937
Net investment gain or loss from common/collective trusts	2021-12-31	$2,632,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$718,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,303,761
Contract administrator fees	2021-12-31	$103,705
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,470,100
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,747,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,665,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,805,774
Value of total assets at end of year	2020-12-31	$21,121,597
Value of total assets at beginning of year	2020-12-31	$18,399,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$82,035
Total interest from all sources	2020-12-31	$8,278
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$11,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$11,491
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,070,543
Participant contributions at end of year	2020-12-31	$165,208
Participant contributions at beginning of year	2020-12-31	$119,977
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$39,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,722,409
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,121,597
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,399,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,188,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$898,053
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,054,420
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,871,208
Interest on participant loans	2020-12-31	$8,278
Value of interest in common/collective trusts at end of year	2020-12-31	$16,713,634
Value of interest in common/collective trusts at beginning of year	2020-12-31	$14,509,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$188,118
Net investment gain/loss from pooled separate accounts	2020-12-31	$363,937
Net investment gain or loss from common/collective trusts	2020-12-31	$2,092,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$696,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,665,656
Contract administrator fees	2020-12-31	$82,035
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,114,264
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,692,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,615,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,963,793
Value of total assets at end of year	2019-12-31	$18,399,188
Value of total assets at beginning of year	2019-12-31	$14,977,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$76,816
Total interest from all sources	2019-12-31	$6,532
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$37,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$37,550
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,035,257
Participant contributions at end of year	2019-12-31	$119,977
Participant contributions at beginning of year	2019-12-31	$106,066
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$262,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,421,524
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,399,188
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,977,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$898,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$568,628
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,871,208
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,207,271
Interest on participant loans	2019-12-31	$6,532
Value of interest in common/collective trusts at end of year	2019-12-31	$14,509,950
Value of interest in common/collective trusts at beginning of year	2019-12-31	$12,095,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$148,413
Net investment gain/loss from pooled separate accounts	2019-12-31	$547,057
Net investment gain or loss from common/collective trusts	2019-12-31	$2,410,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$666,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,615,924
Contract administrator fees	2019-12-31	$76,816
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$673,773
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,654,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,582,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,726,221
Value of total assets at end of year	2018-12-31	$14,977,664
Value of total assets at beginning of year	2018-12-31	$15,958,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$72,088
Total interest from all sources	2018-12-31	$8,114
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$43,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$43,869
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,012,117
Participant contributions at end of year	2018-12-31	$106,066
Participant contributions at beginning of year	2018-12-31	$168,032
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$51,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-980,809
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,977,664
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,958,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$568,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$661,717
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,207,271
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,817,693
Interest on participant loans	2018-12-31	$8,114
Value of interest in common/collective trusts at end of year	2018-12-31	$12,095,699
Value of interest in common/collective trusts at beginning of year	2018-12-31	$12,311,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-90,136
Net investment gain/loss from pooled separate accounts	2018-12-31	$-143,351
Net investment gain or loss from common/collective trusts	2018-12-31	$-870,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$662,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,582,494
Contract administrator fees	2018-12-31	$72,088
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,805,313
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$949,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$929,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,696,952
Value of total assets at end of year	2017-12-31	$15,958,473
Value of total assets at beginning of year	2017-12-31	$13,103,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,557
Total interest from all sources	2017-12-31	$8,213
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$8,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$8,136
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$979,794
Participant contributions at end of year	2017-12-31	$168,032
Participant contributions at beginning of year	2017-12-31	$131,202
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$49,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,855,428
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,958,473
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,103,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$661,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$457,784
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,817,693
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,313,261
Interest on participant loans	2017-12-31	$8,213
Value of interest in common/collective trusts at end of year	2017-12-31	$12,311,031
Value of interest in common/collective trusts at beginning of year	2017-12-31	$10,200,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$82,878
Net investment gain/loss from pooled separate accounts	2017-12-31	$451,922
Net investment gain or loss from common/collective trusts	2017-12-31	$1,557,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$667,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$929,328
Contract administrator fees	2017-12-31	$20,557
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,111,464
Total of all expenses incurred	2016-12-31	$933,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$930,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,169,055
Value of total assets at end of year	2016-12-31	$13,103,045
Value of total assets at beginning of year	2016-12-31	$10,925,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,193
Total interest from all sources	2016-12-31	$7,117
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$7,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$7,114
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$939,799
Participant contributions at end of year	2016-12-31	$131,202
Participant contributions at beginning of year	2016-12-31	$155,939
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$606,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,177,793
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,103,045
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,925,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$457,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$338,033
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,313,261
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,791,247
Interest on participant loans	2016-12-31	$7,117
Value of interest in common/collective trusts at end of year	2016-12-31	$10,200,798
Value of interest in common/collective trusts at beginning of year	2016-12-31	$8,640,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$30,369
Net investment gain/loss from pooled separate accounts	2016-12-31	$235,674
Net investment gain or loss from common/collective trusts	2016-12-31	$662,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$622,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$930,478
Contract administrator fees	2016-12-31	$3,193
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,814,355
Total of all expenses incurred	2015-12-31	$1,453,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,443,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,902,381
Value of total assets at end of year	2015-12-31	$10,925,252
Value of total assets at beginning of year	2015-12-31	$10,564,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,581
Total interest from all sources	2015-12-31	$7,753
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,576
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$899,009
Participant contributions at end of year	2015-12-31	$155,939
Participant contributions at beginning of year	2015-12-31	$125,358
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$398,777
Other income not declared elsewhere	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$361,030
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,925,252
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,564,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$338,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$428,517
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,791,247
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$9,711,323
Interest on participant loans	2015-12-31	$7,753
Value of interest in common/collective trusts at end of year	2015-12-31	$8,640,033
Value of interest in common/collective trusts at beginning of year	2015-12-31	$299,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-19,314
Net investment gain/loss from pooled separate accounts	2015-12-31	$185,252
Net investment gain or loss from common/collective trusts	2015-12-31	$-265,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$604,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,443,744
Contract administrator fees	2015-12-31	$9,581
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,108,139
Total of all expenses incurred	2014-12-31	$1,121,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,108,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,576,901
Value of total assets at end of year	2014-12-31	$10,564,222
Value of total assets at beginning of year	2014-12-31	$9,577,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13,418
Total interest from all sources	2014-12-31	$7,744
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,490
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$906,522
Participant contributions at end of year	2014-12-31	$125,358
Participant contributions at beginning of year	2014-12-31	$159,724
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$53,191
Other income not declared elsewhere	2014-12-31	$1,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$986,321
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,564,222
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,577,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$428,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$456,732
Value of interest in pooled separate accounts at end of year	2014-12-31	$9,711,323
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,668,324
Interest on participant loans	2014-12-31	$7,744
Value of interest in common/collective trusts at end of year	2014-12-31	$299,024
Value of interest in common/collective trusts at beginning of year	2014-12-31	$293,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,761
Net investment gain/loss from pooled separate accounts	2014-12-31	$510,403
Net investment gain or loss from common/collective trusts	2014-12-31	$2,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$617,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,108,400
Contract administrator fees	2014-12-31	$13,418
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,003,799
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$471,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$453,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,659,377
Value of total assets at end of year	2013-12-31	$9,577,901
Value of total assets at beginning of year	2013-12-31	$7,045,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,287
Total interest from all sources	2013-12-31	$7,599
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,867
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$914,062
Participant contributions at end of year	2013-12-31	$159,724
Participant contributions at beginning of year	2013-12-31	$133,793
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$114,289
Other income not declared elsewhere	2013-12-31	$-5,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,532,266
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,577,901
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,045,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$456,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$320,673
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,668,324
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$6,284,428
Interest on participant loans	2013-12-31	$7,599
Value of interest in common/collective trusts at end of year	2013-12-31	$293,121
Value of interest in common/collective trusts at beginning of year	2013-12-31	$306,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$113,542
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,223,330
Net investment gain or loss from common/collective trusts	2013-12-31	$2,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$631,026
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$92
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$453,246
Contract administrator fees	2013-12-31	$18,287
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,351,117
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$551,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$537,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,574,559
Value of total assets at end of year	2012-12-31	$7,045,635
Value of total assets at beginning of year	2012-12-31	$5,246,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,955
Total interest from all sources	2012-12-31	$5,338
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$3,943
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$938,341
Participant contributions at end of year	2012-12-31	$133,793
Participant contributions at beginning of year	2012-12-31	$98,492
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$17,770
Other income not declared elsewhere	2012-12-31	$1,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,799,433
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,045,635
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,246,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$320,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$261,051
Value of interest in pooled separate accounts at end of year	2012-12-31	$6,284,428
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,621,128
Interest on participant loans	2012-12-31	$5,338
Value of interest in common/collective trusts at end of year	2012-12-31	$306,649
Value of interest in common/collective trusts at beginning of year	2012-12-31	$265,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$29,485
Net investment gain/loss from pooled separate accounts	2012-12-31	$733,280
Net investment gain or loss from common/collective trusts	2012-12-31	$3,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$618,448
Employer contributions (assets) at end of year	2012-12-31	$92
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$537,729
Contract administrator fees	2012-12-31	$13,955
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY
Accountancy firm EIN	2012-12-31	420714325
2011 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,430,452
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$318,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$304,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,538,490
Value of total assets at end of year	2011-12-31	$5,246,202
Value of total assets at beginning of year	2011-12-31	$4,134,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,510
Total interest from all sources	2011-12-31	$3,791
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,385
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$902,158
Participant contributions at end of year	2011-12-31	$98,492
Participant contributions at beginning of year	2011-12-31	$39,332
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$35,955
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$58,103
Other income not declared elsewhere	2011-12-31	$906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,111,799
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,246,202
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,134,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$261,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$201,181
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,621,128
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,577,960
Interest on participant loans	2011-12-31	$3,791
Value of interest in common/collective trusts at end of year	2011-12-31	$265,531
Value of interest in common/collective trusts at beginning of year	2011-12-31	$256,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-12,510
Net investment gain/loss from pooled separate accounts	2011-12-31	$-106,742
Net investment gain or loss from common/collective trusts	2011-12-31	$4,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$578,229
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$23,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$304,143
Contract administrator fees	2011-12-31	$14,510
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY, LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : MOUNT MERCY UNIVERSITY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,093,552
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$94,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$85,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,623,425
Value of total assets at end of year	2010-12-31	$4,134,403
Value of total assets at beginning of year	2010-12-31	$2,135,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,046
Total interest from all sources	2010-12-31	$1,326
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,166
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$844,108
Participant contributions at end of year	2010-12-31	$39,332
Participant contributions at beginning of year	2010-12-31	$26,001
Participant contributions at end of year	2010-12-31	$35,955
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$220,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,998,655
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,134,403
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,135,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$201,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$106,332
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,577,960
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,852,575
Interest on participant loans	2010-12-31	$1,326
Value of interest in common/collective trusts at end of year	2010-12-31	$256,199
Value of interest in common/collective trusts at beginning of year	2010-12-31	$150,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$29,081
Net investment gain/loss from pooled separate accounts	2010-12-31	$430,009
Net investment gain or loss from common/collective trusts	2010-12-31	$8,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$558,578
Employer contributions (assets) at end of year	2010-12-31	$23,776
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$85,851
Contract administrator fees	2010-12-31	$9,046
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325

Form 5500 Responses for MOUNT MERCY UNIVERSITY 401(K) PLAN

2023: MOUNT MERCY UNIVERSITY 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MOUNT MERCY UNIVERSITY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MOUNT MERCY UNIVERSITY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOUNT MERCY UNIVERSITY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MOUNT MERCY UNIVERSITY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MOUNT MERCY UNIVERSITY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOUNT MERCY UNIVERSITY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MOUNT MERCY UNIVERSITY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MOUNT MERCY UNIVERSITY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MOUNT MERCY UNIVERSITY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MOUNT MERCY UNIVERSITY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MOUNT MERCY UNIVERSITY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MOUNT MERCY UNIVERSITY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MOUNT MERCY UNIVERSITY 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MOUNT MERCY UNIVERSITY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805090

Policy instance

Insurance contract or identification number	805090
Number of Individuals Covered	389
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,844
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805090

Policy instance

Insurance contract or identification number	805090
Number of Individuals Covered	395
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,902
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3902
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805090

Policy instance

Insurance contract or identification number	805090
Number of Individuals Covered	370
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,428
Total amount of fees paid to insurance company	USD $3,928
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3928
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Commission paid to Insurance Broker	USD $1,428

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805090

Policy instance

Insurance contract or identification number	805090
Number of Individuals Covered	347
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,069
Total amount of fees paid to insurance company	USD $2,855
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,069
Insurance broker organization code?	3
Amount paid for insurance broker fees	2855
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805090

Policy instance

Insurance contract or identification number	805090
Number of Individuals Covered	331
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,996
Total amount of fees paid to insurance company	USD $2,815
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,996
Insurance broker organization code?	3
Amount paid for insurance broker fees	2815
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805090

Policy instance

Insurance contract or identification number	805090
Number of Individuals Covered	309
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,361
Total amount of fees paid to insurance company	USD $3,091
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,361
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

805090

Policy instance

Insurance contract or identification number	805090
Number of Individuals Covered	308
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,023
Total amount of fees paid to insurance company	USD $2,856
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,098
Insurance broker organization code?	3
Amount paid for insurance broker fees	2856
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	SADILEK, KIRK A.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

8-05090

Policy instance

Insurance contract or identification number	8-05090
Number of Individuals Covered	282
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $15,816
Total amount of fees paid to insurance company	USD $9,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,816
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	VERISIGHT, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

8-05090

Policy instance

Insurance contract or identification number	8-05090
Number of Individuals Covered	260
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $19,345
Total amount of fees paid to insurance company	USD $10,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,345
Insurance broker organization code?	3
Amount paid for insurance broker fees	10424
Insurance broker name	VERISIGHT, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

8-05090

Policy instance

Insurance contract or identification number	8-05090
Number of Individuals Covered	277
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $19,365
Total amount of fees paid to insurance company	USD $8,774
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,365
Insurance broker organization code?	3
Amount paid for insurance broker fees	8774
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	VERISIGHT, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

8-05090

Policy instance

Insurance contract or identification number	8-05090
Number of Individuals Covered	261
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $11,176
Total amount of fees paid to insurance company	USD $7,159
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,176
Amount paid for insurance broker fees	581
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	VERISIGHT, INC.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

8-05090

Policy instance

Insurance contract or identification number	8-05090
Number of Individuals Covered	244
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $11,297
Total amount of fees paid to insurance company	USD $5,453
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

8-05090

Policy instance

Insurance contract or identification number	8-05090
Number of Individuals Covered	244
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $7,540
Total amount of fees paid to insurance company	USD $3,263
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MOUNT MERCY UNIVERSITY
Employer identification number (EIN):	420681046
NAIC Classification:	611000

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1962-03-19
Company Identification Number:	061068
Legal Registered Office Address:	1330 ELMHURST DR NE CEDAR RAPIDS United States of America (USA) 52102