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  2. BEAR MOUNTAIN HEALTHCARE, LLC
Sponsor portfolio

BEAR MOUNTAIN HEALTHCARE, LLC

EIN 81-4750544-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$2.7M premiums
Participants
2,936
130 SOUTH MAIN STREET, SUITE 207 - THOMASTON, CT 06787860-880-8202
Plans on this EIN
2 filings
#001401k-$4.4M - 2,059 part#501Fully Insured-$2.7M - 875 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 875 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Short-term disability$246K
  • Other$246K
  • Dental$230K
  • Life$106K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • HEALTH NEW ENGLAND, INC.81%
  • DELTA DENTAL OF CALIFORNIA8%
  • AFLAC5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN2%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • ONE MONARCH PLACE54%
  • USI INSURANCE SERVICES LLC27%
  • EPSIX, INC.9%
  • ANDREW GEORGE BLUNDON8%
  • MICHAEL BAECKER1%
  • +3 more
Total $86K8 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

BEAR MOUNTAIN 401(K) PLAN

401k

Assets$4.4M
Participants2,059
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEAR MOUNTAIN HEALTHCARE, LLC

Fully Insured - HEALTH NEW ENGLAND, INC.

Premiums$2.7M
Covered lives875
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEAR MOUNTAIN 401(K) PLAN401k$4.4M2,0592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEAR MOUNTAIN HEALTHCARE, LLCFully InsuredHEALTH NEW ENGLAND, INC.$2.7M8752025
Retirement plans
Welfare plans
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