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Form 5500 · Employee benefit plan · NORTH ADAMS, MA

MOUNTAINONE FINANCIAL PARTNERS

MOUNTAINONE FINANCIAL PARTNERS of NORTH ADAMS, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4495073 · plan 501 · as of Jul 2026

Participants
173
Carriers on file
7
Disclosed commissions
$26,046
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANY160December$5,271
UNITED OF OMAHA LIFE INSURANCE COMPANYLife76December$5,139
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA41December$4,417
UNITED OF OMAHA LIFE INSURANCE COMPANYLife224December$4,241
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability187December$3,569
UNITED OF OMAHA LIFE INSURANCE COMPANY187December$2,466
VISION SERVICE PLANVision114December$943

Questions

Who is MOUNTAINONE FINANCIAL PARTNERS's benefits broker?

Per its most recent Form 5500 Schedule A, MOUNTAINONE FINANCIAL PARTNERS's broker of record is DIGITAL INSURANCE LLC.

What insurance carrier does MOUNTAINONE FINANCIAL PARTNERS use?

MOUNTAINONE FINANCIAL PARTNERS's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 7 disclosed carriers.

When does MOUNTAINONE FINANCIAL PARTNERS's group plan renew?

The most recent Schedule A policy period for MOUNTAINONE FINANCIAL PARTNERS ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MOUNTAINONE FINANCIAL PARTNERS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.