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Sponsor portfolioWelfare / HealthEIN 47-4234841
ACORE CAPITAL MORTGAGE, LP
39 MESA ST SUITE 109 · SAN FRANCISCO, CA 94129
4159174402
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
121
No prior year
Total participants
121
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.2M | 65.7% | |
| Dental | $229K | 6.9% | |
| Vision | $229K | 6.9% | |
| Life | $229K | 6.9% | |
| Short-term disability | $229K | 6.9% | |
| Long-term disability | $229K | 6.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | H | $2.2M | 90.6% | 1 | 1 | 100 |
EIN 381082080 | DVLSTDLTD | $229K | 9.4% | 1 | 1 | 121 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | FORT WASHINGTON, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, BLUE CROSS OF CALIFORNIA (G0200) | $119K | $0 | $119K | 69.5% | 1 |
| BEERE & PURVES INC | WALNUT CREEK, CA | BLUE CROSS OF CALIFORNIA (G0200) | $0 | $40K | $40K | 23.3% | 1 |
| TOTALIS BENEFITS | SCOTTSDALE, AZ | SUN LIFE ASSURANCE COMPANY OF CANADA | $12K | $0 | $12K | 7.2% | 1 |
History & trajectory
4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan