2023 Form 5500 filing — Acore Capital Mortgage, Lp Health & Welfare Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250113155634NAL0018460657001) for Acore Capital Mortgage, Lp Health & Welfare Benefit Plan, reported by Acore Capital Mortgage, Lp under EIN 47-4234841 and plan number 502. It reports 116 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants116
Provider compensation$143.7K2 Schedule C row(s)$143,715
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20250113155634NAL0018460657001
Plan sponsor
Acore Capital Mortgage, Lp
EIN
47-4234841
Plan number
502
Location
Larkspur, CA
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Patriot Growth Insurance ServicesADMINISTRATOR$132,527not reported in the loaded dataset
Beere & Purves IncADMINISTRATOR$11,188not reported in the loaded dataset

Related Form 5500 pages