Form 5500 · Employee benefit plan · MECHANICSBURG, PA
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DANIEL P BATTY. Coverage is written through HIGHMARK INC. and 9 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-2487164 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HIGHMARK INC. | Health | 90 | November | $29,592 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Life | 37 | June | $4,657 |
| STANDARD INSURANCE COMPANY | Disability | 185 | December | $4,615 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 116 | December | $3,319 |
| STANDARD INSURANCE COMPANY | — | 185 | December | $3,126 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 27 | December | $952 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 28 | December | $826 |
| METLIFE LEGAL PLANS | — | 25 | December | $810 |
| STANDARD INSURANCE COMPANY | Life | 153 | December | $798 |
| STANDARD INSURANCE COMPANY | — | 153 | December | $357 |
Questions
Who is COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP's broker of record is DANIEL P BATTY.
What insurance carrier does COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP use?
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP's benefit plan is written through HIGHMARK INC., among 10 disclosed carriers.
When does COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP's group plan renew?
The most recent Schedule A policy period for COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.