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MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 401k Plan overview

Plan NameMOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN
Plan identification number 502

MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

MOUNTAIN CAPITAL PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN CAPITAL PARTNERS, LLC
Employer identification number (EIN):811696286
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-05-01IAN PHILLIPPI2023-11-01
5022021-05-01IAN PHILLIPPI2022-11-01
5022020-05-01IAN PHILLIPPI2022-01-13
5022019-05-01ERIN HYDER2020-11-12
5022018-05-01
5022017-05-01BONNIE KLING
5022017-05-01BONNIE KLING2021-04-02

Plan Statistics for MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN

401k plan membership statisitcs for MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN

Measure Date Value
2022: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01172
Total number of active participants reported on line 7a of the Form 55002022-05-010
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-010
Number of employers contributing to the scheme2022-05-010
2021: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01144
Total number of active participants reported on line 7a of the Form 55002021-05-01142
Number of retired or separated participants receiving benefits2021-05-011
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01143
Number of employers contributing to the scheme2021-05-010
2020: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01162
Total number of active participants reported on line 7a of the Form 55002020-05-01142
Number of retired or separated participants receiving benefits2020-05-013
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-01145
Number of employers contributing to the scheme2020-05-010
2019: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01170
Total number of active participants reported on line 7a of the Form 55002019-05-01149
Number of retired or separated participants receiving benefits2019-05-011
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-01150
Number of employers contributing to the scheme2019-05-010
2018: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01176
Total number of active participants reported on line 7a of the Form 55002018-05-01170
Number of retired or separated participants receiving benefits2018-05-012
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-01172
2017: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01175
Total number of active participants reported on line 7a of the Form 55002017-05-01131
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01131
Number of employers contributing to the scheme2017-05-010

Form 5500 Responses for MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN

2022: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01This submission is the final filingYes
2022-05-01Plan funding arrangement – General assets of the sponsorYes
2022-05-01Plan benefit arrangement – General assets of the sponsorYes
2021: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – General assets of the sponsorYes
2021-05-01Plan benefit arrangement – General assets of the sponsorYes
2020: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – General assets of the sponsorYes
2020-05-01Plan benefit arrangement – General assets of the sponsorYes
2019: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – General assets of the sponsorYes
2019-05-01Plan benefit arrangement – General assets of the sponsorYes
2018: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – General assets of the sponsorYes
2017: MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL AND DENTAL BENEFITS PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number860047974
Policy instance 1
Insurance contract or identification number860047974
Number of Individuals Covered165
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $3,725
Total amount of fees paid to insurance companyUSD $276
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $24,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,725
Amount paid for insurance broker fees276
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameIMA, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number860047969
Policy instance 2
Insurance contract or identification number860047969
Number of Individuals Covered165
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $4,473
Total amount of fees paid to insurance companyUSD $333
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,473
Amount paid for insurance broker fees333
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameIMA, INC.

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