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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. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
PRINCIPAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2095449 · plan 001 · as of Jul 2026

Participants
369
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY—348December$0

Questions

What insurance carrier does ALLEN TATE REAL ESTATE, LLC use?

ALLEN TATE REAL ESTATE, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

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.