Bear Mountain 401(K) Plan — Form 5500 plan (Bear Mountain Healthcare, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bear Mountain 401(K) Plan is a benefit plan reported by Bear Mountain Healthcare, LLC under EIN 81-4750544 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,455 participants and $4,223,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bear Mountain Healthcare, LLC
EIN
81-4750544
Plan number
001
Plan type
2
Location
Thomaston, CT
Latest filing year
2023
Participants
2,455
End-of-year plan assets
$4,223,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,455H, C20241015134024NAL0014739139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,223,079
Total liabilities (EOY)
$144,978
Net assets (EOY)
$4,078,101
Net assets (BOY)
$3,131,532

Income & contributions

Participant contributions
$862,876
Total contributions
$978,384
Total income / additions
$1,508,211

Expenses & distributions

Benefits paid
$525,473
Administrative expenses
$36,169
Total expenses
$561,642
Net increase / (decrease)
$946,569

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$16,815$02023
Merrill Lynch, Pierce, Fenner&SmithSERVICE PROVIDER$16,371$02023

Related Form 5500 pages