Form 5500 · Employee benefit plan · CHARLOTTE, NC
ALLEN TATE REAL ESTATE, LLC
ALLEN TATE REAL ESTATE, LLC of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALLEN TATE INSURANCE SERVICES, LLC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2095449 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 171 | December | $14,320 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 12 | December | $3,066 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 256 | December | $1,883 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 25 | December | $1,273 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 6 | December | $1,000 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 250 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 99 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 99 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 99 | December | $0 |
Questions
Who is ALLEN TATE REAL ESTATE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ALLEN TATE REAL ESTATE, LLC's broker of record is ALLEN TATE INSURANCE SERVICES, LLC..
What insurance carrier does ALLEN TATE REAL ESTATE, LLC use?
ALLEN TATE REAL ESTATE, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 9 disclosed carriers.
When does ALLEN TATE REAL ESTATE, LLC's group plan renew?
The most recent Schedule A policy period for ALLEN TATE REAL ESTATE, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALLEN TATE REAL ESTATE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.