Form 5500 · Employee benefit plan · LARKSPUR, CA
ACORE CAPITAL MORTGAGE, LP
ACORE CAPITAL MORTGAGE, LP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through BLUE CROSS OF CALIFORNIA (G0200) and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4234841 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA (G0200) | Health | 107 | December | $90,897 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 124 | December | $32,599 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 129 | July | $24,042 |
Questions
Who is ACORE CAPITAL MORTGAGE, LP's benefits broker?
Per its most recent Form 5500 Schedule A, ACORE CAPITAL MORTGAGE, LP's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does ACORE CAPITAL MORTGAGE, LP use?
ACORE CAPITAL MORTGAGE, LP's benefit plan is written through BLUE CROSS OF CALIFORNIA (G0200), among 3 disclosed carriers.
When does ACORE CAPITAL MORTGAGE, LP's group plan renew?
The most recent Schedule A policy period for ACORE CAPITAL MORTGAGE, LP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ACORE CAPITAL MORTGAGE, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.