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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 MML INSURANCE AGENCY, LLC.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-2487164 · plan 001 · as of Jul 2026

Participants
140
Carriers on file
3
Disclosed commissions
$6,743
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY144December$2,436
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY0January$2,234
PRINCIPAL LIFE INSURANCE COMPANY144December$2,073

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 MML INSURANCE AGENCY, LLC..

What insurance carrier does COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP use?

COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 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 December. 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.