Michael Kaplan signed Bear Mountain Healthcare, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bear Mountain Healthcare, LLC's EIN is 81-4750544.
Download the official 2024 Form 5500 (PDF) for Bear Mountain Healthcare, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bear Mountain Healthcare, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER&SMITH | — | CHARLOTTE, NC | SERVICE PROVIDER | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $4.2M | 94.0% | |
| Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $871K | 19.6% | |
| 2030 Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $630K | 14.2% | |
| 2035 Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $511K | 11.5% | |
| 2045 Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $412K | 9.3% | |
| 2025 Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $407K | 9.1% | |
| 2040 Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $323K | 7.3% | |
| 2050 Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $222K | 5.0% | |
| Notes Receivable from Participants Interest ranging from 4.25% to | Bonds / Notes | — | — | $179K | 4.0% | |
| 2020 Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $172K | 3.9% | |
| Income Fund * Lincoln Financial Life Insurance Company Blackrock High Yield Bond | Common Stocks | — | — | $85K | 1.9% | |
| Fund * Lincoln Financial Life Insurance Company American Funds Growth of | Mutual Funds | — | — | $85K | 1.9% | |
| America Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $79K | 1.8% | |
| Lincoln Financial Life Insurance Company Guaranteed Stable Value | Stable Value | — | — | $61K | 1.4% | |
| 2025 Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $57K | 1.3% | |
| Lincoln Financial Life Insurance Company SS S&P MidCap Index Fund | Common Collective Trusts | — | — | $48K | 1.1% | |
| Lincoln Financial Life Insurance Company Delaware Small Cap Core Fund | Common Stocks | — | — | $48K | 1.1% | |
| Lincoln Financial Life Insurance Company Vanguard REI Fund Admiral | Mutual Funds | — | — | $35K | 0.8% | |
| Shares Fund * Lincoln Financial Life Insurance Company American Funds Washington | Mutual Funds | — | — | $34K | 0.8% | |
| Mutual Investment Fund * Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $27K | 0.6% | |
| Lincoln Financial Life Insurance Company Vanguard LifeStrategy Moderate | Mutual Funds | — | — | $23K | 0.5% | |
| Growth Fund Lincoln Financial Life Insurance Company Vanguard Target Retirement | Mutual Funds | — | — | $19K | 0.4% | |
| 2070 Fund * Lincoln Financial Life Insurance Company MFS Research International | Mutual Funds | — | — | $15K | 0.3% | |
| Fund * Lincoln Financial Life Insurance Company Western Asset Core Plus Fund | Common Stocks | — | — | $13K | 0.3% | |
| Lincoln Financial Life Insurance Company Vanguard LifeStrategy Growth | Mutual Funds | — | — | $13K | 0.3% | |
| Fund * Lincoln Financial Life Insurance Company Vanguard LifeStrategy | Mutual Funds | — | — | $9K | 0.2% | |
| Conservative Growth Fund Lincoln Financial Life Insurance Company Vanguard LifeStrategy Income | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
