Plan Ledger DOL Form 5500 · updated monthly

Acore Capital Mortgage, LPbenefits

Acore Capital Mortgage, LP Health & Welfare Benefit Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$171,706

Acore Capital Mortgage, LP's benefits plans covered 121 active participants in 2025, providing life · dental · vision · long-term disability. Insurance brokers and agents were paid $171,706 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,419 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 6.6% from $183,897 in 2024.

Insurance contracts · 20252
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 121 covered
BLUE CROSS OF CALIFORNIA (G0200) · health ppopremiums n/a · 100 covered
Brokers & agents paid · 20253
BEERE & PURVES INC$40,029 · incl $40,029 fees
TOTALIS BENEFITS INC.$12,417
Also brokered by Beere & Purves Inc5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 474234841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.