Tate Insurance Group, Inc.

Form 5500

TATE INSURANCE GROUP, INC.

6423 Deane Hill Drive, Knoxville, Tn 37919 (865) 862-8233 EIN:45-5467885 Plan Admin:Jen Peck

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTATE INSURANCE GROUP, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY24 / 26 Assets BOY/EOY$731,767 / $945,641	2023	TATE INSURANCE GROUP, INC. RETIREMENT PLAN - Plan #001	24 / 26	$731,767 / $945,641
2022	Plan NameTATE INSURANCE GROUP, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY25 / 24 Assets BOY/EOY$828,500 / $731,767	2022	TATE INSURANCE GROUP, INC. RETIREMENT PLAN - Plan #001	25 / 24	$828,500 / $731,767
2021	Plan NameTATE INSURANCE GROUP, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY21 / 25 Assets BOY/EOY$642,422 / $828,500	2021	TATE INSURANCE GROUP, INC. RETIREMENT PLAN - Plan #001	21 / 25	$642,422 / $828,500
2020	Plan NameTATE INSURANCE GROUP, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$531,198 / $642,422	2020	TATE INSURANCE GROUP, INC. RETIREMENT PLAN - Plan #001	20 / 21	$531,198 / $642,422
2019	Plan NameTATE INSURANCE GROUP, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY17 / 20 Assets BOY/EOY$389,542 / $531,198	2019	TATE INSURANCE GROUP, INC. RETIREMENT PLAN - Plan #001	17 / 20	$389,542 / $531,198