What public Form 5500 filings show about the Bear Mountain Healthcare, LLC 401(k) plan — and how to find and check your own account.
Bear Mountain Healthcare, LLC (EIN 81-4750544) reports BEAR MOUNTAIN 401(K) PLAN on its most recent Form 5500, with $4.4M in plan assets across 1,960 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Bear Mountain Healthcare, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Bear Mountain Healthcare, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER&SMITH.
