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Sponsor portfolio

MOUNTAIN CAPITAL PARTNERS, LLC

EIN 81-1696286-leisure, travel & tourism-Latest filing 2025
Plans
7
Retirement
1
$10.3M assets
Welfare
6
$431K premiums
Participants
930
PO BOX 17000 - DURANGO, CO 81302970-385-2161mcp.skiLinkedIn201-500 employeesleisure, travel & tourism
Plans on this EIN
7 filings
#001401k-$10.3M - 608 part#501Mixed-$217K - 457 lives#503Mixed-$126K - 307 lives#504Fully Insured-$46K - 307 lives#505Fully Insured-$23K - 429 lives#509Mixed-$19K - 399 lives#502Self Funded-0 lives

Benefits portfolio analytics

6 plans / $431K premiums / 1,899 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$193K
  • Short-term disability$193K
  • Long-term disability$193K
  • Other$193K
  • Vision$24K
Total $217K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA89%
  • AMERITAS LIFE INSURANCE CORP.11%
  • CIRRUSMD0%
Total $217K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • GALLAGHER BENEFIT SERVICES, INC.80%
  • JAMES R NELLIGAN & ASSOCIATES LLC20%
Total $53K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MOUNTAIN CAPITAL PARTNERS 401K PLAN

401k

Assets$10.3M
Participants608
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOUNTAIN CAPITAL PARTNERS, LLC HEALTH AND WELFARE PLAN

Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA

Premiums$217K
Covered lives457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR EMPLOYEES OF MOUNTAIN CAPITAL PARTNERS, LLC

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$126K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF MOUNTAIN CAPITAL PARTNERS, LLC

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$46K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MOUNTAIN CAPITAL PARTNERS, LLC VISION PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$23K
Covered lives429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

MOUNTAIN CAPITAL PARTNERS, LLC ORGAN TRANSPLANT

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$19K
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOUNTAIN CAPITAL PARTNERS 401K PLAN401k$10.3M6082024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOUNTAIN CAPITAL PARTNERS, LLC HEALTH AND WELFARE PLANMixedSUNLIFE ASSURANCE COMPANY OF CANADA$217K4572025
503GROUP LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR EMPLOYEES OF MOUNTAIN CAPITAL PARTNERS, LLCMixedSUN LIFE ASSURANCE COMPANY OF CANADA$126K3072024
504GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF MOUNTAIN CAPITAL PARTNERS, LLCFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$46K3072024
505MOUNTAIN CAPITAL PARTNERS, LLC VISION PLANFully InsuredAMERITAS LIFE INSURANCE CORPORATION$23K4292024
509MOUNTAIN CAPITAL PARTNERS, LLC ORGAN TRANSPLANTMixedUNITEDHEALTHCARE INSURANCE COMPANY$19K3992024
502MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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