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Form 5500 · Employee benefit plan · DURANGO, CO

MOUNTAIN CAPITAL PARTNERS, LLC

MOUNTAIN CAPITAL PARTNERS, LLC of DURANGO, CO spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through SUNLIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in April.

Benefits broker of record
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-1696286 · plan 501 · as of Aug 2026

Participants
272
Carriers on file
3
Disclosed commissions
$39,831
Renewal month
April

Plan brief

Schedule A lists 3 insured contracts covering vision, life and disability; the largest, with SUNLIFE ASSURANCE COMPANY OF CANADA, covers 288 people.

Reported premium across the insured contracts is $217,192, with $39,831 in disclosed broker commissions — about 18% of premium.

The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.

GALLAGHER BENEFIT SERVICES, INC. is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.

3 carriers appear on the filing — SUNLIFE ASSURANCE COMPANY OF CANADA, AMERITAS LIFE INSURANCE CORPORATION and CIRRUSMD — with SUNLIFE ASSURANCE COMPANY OF CANADA writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUNLIFE ASSURANCE COMPANY OF CANADALife, Disability288April$193,077$36,214
AMERITAS LIFE INSURANCE CORPORATIONVision457April$24,115$3,617
CIRRUSMD319April$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

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