Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$603K
- Dental$66K
- Vision$66K
- Other$58K
- Long-term disability$42K
- Life$33K
- +1 more
Sponsor portfolio
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP
EIN 82-2487164Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$808K premiums
Participants
294
100 STERLING PARKWAY, SUITE 307 - MECHANICSBURG, PA 17050717-791-3305
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $808K premiums / 137 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- AETNA LIFE INSURANCE COMPANY75%
- STANDARD INSURANCE COMPANY10%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY3%
- RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
36%top
- DANIEL P BATTY36%
- ASSUREDPARTNERS26%
- UFG BENEFITS, LLC26%
- CHRISTOPER CHARLES COCORES5%
- BATTY,DANIEL3%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UFINANCIAL EMPLOYEES 401(K) PLAN
401k
Assets$8.2M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP WRAP PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$808K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UFINANCIAL EMPLOYEES 401(K) PLAN | 401k | $8.2M | 147 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP WRAP PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $808K | 137 | 2025 |
Retirement plans
Welfare plans