2023 Form 5500 filing — Bear Mountain 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015134024NAL0014739139001) for Bear Mountain 401(K) Plan, reported by Bear Mountain Healthcare, LLC under EIN 81-4750544 and plan number 001. It reports 2,455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134024NAL0014739139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bear Mountain Healthcare, LLC
- EIN
- 81-4750544
- Plan number
- 001
- Location
- Thomaston, CT
- Participants
- 2,455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,223,079
- Total liabilities (EOY)
- $144,978
- Net assets (EOY)
- $4,078,101
- Participant contributions
- $862,876
- Total income / additions
- $1,508,211
- Benefits paid
- $525,473
- Administrative expenses
- $36,169
- Total expenses
- $561,642
- Net increase / (decrease)
- $946,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $16,815 | $0 |
| Merrill Lynch, Pierce, Fenner&Smith | SERVICE PROVIDER | $16,371 | $0 |