United Western Insurance Brokers, Inc.

Form 5500

UNITED WESTERN INSURANCE BROKERS, INC.

228 Pearl ST FL 2, Franklin, TN 37064 (626) 397-4700 EIN:95-4598575 Plan Admin:Georgina Coates

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameUNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$2,232,160 / $2,662,581	2023	UNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN - Plan #001	20 / 19	$2,232,160 / $2,662,581
2022	Plan NameUNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 20 Assets BOY/EOY$2,775,352 / $2,232,160	2022	UNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN - Plan #001	18 / 20	$2,775,352 / $2,232,160
2021	Plan NameUNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$2,406,847 / $2,775,352	2021	UNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN - Plan #001	18 / 18	$2,406,847 / $2,775,352
2020	Plan NameUNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 18 Assets BOY/EOY$2,169,779 / $2,406,847	2020	UNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN - Plan #001	13 / 18	$2,169,779 / $2,406,847
2019	Plan NameUNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$1,814,625 / $2,225,711	2019	UNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN - Plan #001	18 / 18	$1,814,625 / $2,225,711
2018	Plan NameUNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$1,745,225 / $1,814,625	2018	UNITED WESTERN INSURANCE BROKERS 401(K) PROFIT SHARING PLAN - Plan #001	16 / 17	$1,745,225 / $1,814,625