Acore Capital Mortgage, Lp Health & Welfare Benefit Plan — Form 5500 plan (Acore Capital Mortgage, Lp)
Plain-English plan 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, Acore Capital Mortgage, Lp Health & Welfare Benefit Plan is a benefit plan reported by Acore Capital Mortgage, Lp under EIN 47-4234841 and plan number 502. The latest loaded filing year is 2023. The filing reports 116 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants116Covered participants reported
Assets / participantNot reported
Provider compensation$143.7K2 Schedule C provider row(s)$143,715
- Plan sponsor
- Acore Capital Mortgage, Lp
- EIN
- 47-4234841
- Plan number
- 502
- Plan type
- 2
- Location
- Larkspur, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | C | 20250113155634NAL0018460657001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patriot Growth Insurance Services | ADMINISTRATOR | $132,527 | not reported in the loaded dataset | 2023 |
| Beere & Purves Inc | ADMINISTRATOR | $11,188 | not reported in the loaded dataset | 2023 |