Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$186K
- Short-term disability$186K
- Long-term disability$186K
- Other$186K
- Vision$26K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.
6 plans / $431K premiums / 1,899 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - AMERITAS LIFE INSURANCE CORPORATION
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Self-funded
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MOUNTAIN CAPITAL PARTNERS 401K PLAN | 401(k) | $12.4M | 700 | 2025 |
6 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MOUNTAIN CAPITAL PARTNERS, LLC HEALTH AND WELFARE PLAN | Mixed | SUNLIFE ASSURANCE COMPANY OF CANADA | $217K | 457 | 2025 |
| #503 | GROUP LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR EMPLOYEES OF MOUNTAIN CAPITAL PARTNERS, LLC | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $126K | 307 | 2024 |
| #504 | GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF MOUNTAIN CAPITAL PARTNERS, LLC | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $46K | 307 | 2024 |
| #505 | MOUNTAIN CAPITAL PARTNERS, LLC VISION PLAN | Fully insured | AMERITAS LIFE INSURANCE CORPORATION | $23K | 429 | 2024 |
| #509 | MOUNTAIN CAPITAL PARTNERS, LLC ORGAN TRANSPLANT | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $19K | 399 | 2024 |
| #502 | MOUNTAIN CAPITAL PARTNERS, LLC MEDICAL BENEFITS PLAN | Self-funded | - | $0 | 0 | 2024 |