Plan Ledger DOL Form 5500 · updated monthly

Cocores Holdings, LLC dba Ufinancial Groupbenefits

Cocores Holdings, LLC dba Ufinancial Group Wrap Plan · MECHANICSBURG, PA · plan year 2024

Broker compensation reported · 2024
$53,337

Cocores Holdings, LLC dba Ufinancial Group's benefits plans covered 143 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other · death benefits. Insurance brokers and agents were paid $53,337 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $373 per covered person, above the median for employer plans that report broker pay. Broker pay rose 134% from $22,782 in 2023.

Insurance contracts · 202410
HIGHMARK INC. · health drugpremiums n/a · 90 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 116 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 153 covered
STANDARD INSURANCE COMPANY · ltdpremiums n/a · 185 covered
STANDARD INSURANCE COMPANY · stdpremiums n/a · 185 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · lifepremiums n/a · 37 covered
STANDARD INSURANCE COMPANYpremiums n/a · 153 covered
METLIFE LEGAL PLANSpremiums n/a · 25 covered
Brokers & agents paid · 20246
DANIEL P BATTY$33,911 · incl $2,544 fees
CHRISTOPER CHARLES COCORES$3,933 · incl $1,566 fees
DANIEL BATTY$2,858 · incl $67 fees
BATTY,DANIEL$1,886 · incl $108 fees
Individual agent · names withheld$885

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 822487164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.