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Sponsor portfolioWelfare / HealthEIN 82-2487164
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP
100 STERLING PARKWAY · MECHANICSBURG, PA 17050
7177913305
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$808K
No prior year
Persons covered
137
No prior year
Total participants
147
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 | $603K | 67.0% | |
| Dental | $66K | 7.4% | |
| Vision | $66K | 7.4% | |
| Other | $58K | 6.5% | |
| Long-term disability | $42K | 4.6% | |
| Life | $33K | 3.7% | |
| Short-term disability | $32K | 3.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $603K | 74.7% | 1 | 1 | 93 |
EIN 360883760 | LSTDLTDOth | $82K | 10.2% | 1 | 4 | 137 |
EIN 341650967 | DVOth | $71K | 8.8% | 1 | 2 | 120 |
EIN 041590850 | LOth | $26K | 3.3% | 1 | 1 | 40 |
EIN 360883760 | Oth | $25K | 3.0% | 1 | 4 | 62 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DANIEL P BATTY | EXTON, PA | STANDARD INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, METROPOLITAN LIFE INSURANCE COMPANY | $9K | $3K | $11K | 36.4% | 1 |
| ASSUREDPARTNERS | ELMWOOD PARK, NJ | AETNA LIFE INSURANCE CO. | $8K | $0 | $8K | 26.4% | 1 |
| UFG BENEFITS, LLC | EXTON, PA | STANDARD INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY | $8K | $0 | $8K | 26.2% | 1 |
| CHRISTOPER CHARLES COCORES | MECHANICSURG, PA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $241 | $2K | 5.3% | 1 |
| BATTY,DANIEL | EXTON, PA | RELIANCE STANDARD LIFE INSURANCE COMPANY | $745 | $319 | $1K | 3.4% | 1 |
| CHRISTOPHER A LUPP | MECHANICSBURG, PA | METROPOLITAN LIFE INSURANCE COMPANY | $694 | $0 | $694 | 2.2% | 1 |
History & trajectory
6 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