Cocores Holdings, LLC Dba Ufinancial Group Wrap Plan — Form 5500 plan (Cocores Holdings, LLC Dba Ufinancial Group)
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, Cocores Holdings, LLC Dba Ufinancial Group Wrap Plan is a benefit plan reported by Cocores Holdings, LLC Dba Ufinancial Group under EIN 82-2487164 and plan number 504. The latest loaded filing year is 2023. The filing reports 124 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
Participants124Covered participants reported
Assets / participantNot reported
Provider compensation$23.8K3 Schedule C provider row(s)$23,774
- Plan sponsor
- Cocores Holdings, LLC Dba Ufinancial Group
- EIN
- 82-2487164
- Plan number
- 504
- Plan type
- 2
- Location
- Mechanicsburg, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | C | 20240710094710NAL0029879330001 |
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 |
|---|---|---|---|---|
| Daniel P Batty | BROKER | $14,264 | not reported in the loaded dataset | 2023 |
| Christopher Cocores | BROKER | $5,395 | not reported in the loaded dataset | 2023 |
| Christopher Cocores | BROKER | $4,115 | not reported in the loaded dataset | 2023 |