2023 Form 5500 filing — Cocores Holdings, LLC Dba Ufinancial Group Wrap Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710094710NAL0029879330001) for Cocores Holdings, LLC Dba Ufinancial Group Wrap Plan, reported by Cocores Holdings, LLC Dba Ufinancial Group under EIN 82-2487164 and plan number 504. It reports 124 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20240710094710NAL0029879330001
- Plan sponsor
- Cocores Holdings, LLC Dba Ufinancial Group
- EIN
- 82-2487164
- Plan number
- 504
- Location
- Mechanicsburg, PA
- Received date
- not reported in the loaded dataset
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Daniel P Batty | BROKER | $14,264 | not reported in the loaded dataset |
| Christopher Cocores | BROKER | $5,395 | not reported in the loaded dataset |
| Christopher Cocores | BROKER | $4,115 | not reported in the loaded dataset |