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Form 5500 · Employee benefit plan · GLEN BURNIE, MD

TATE COMPANY

TATE COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KELLY & ASSOCIATES INSRUANCE GROUP. Coverage is written through HARTFORD LIFE & ACCIDENT and 2 other carriers. The plan's most recent policy period ended in November.

Benefits broker of record
Insurance carrier
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1271262 · plan 502 · as of Jul 2026

Participants
145
Carriers on file
3
Disclosed commissions
$2,515
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE & ACCIDENTLife143November$2,103
FIDELITY SECURITY LIFE INSURANCEVision35November$231
UNITED HEALTHCARE INSURANCE COMPANY64November$181

Questions

Who is TATE COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, TATE COMPANY's broker of record is KELLY & ASSOCIATES INSRUANCE GROUP.

What insurance carrier does TATE COMPANY use?

TATE COMPANY's benefit plan is written through HARTFORD LIFE & ACCIDENT, among 3 disclosed carriers.

When does TATE COMPANY's group plan renew?

The most recent Schedule A policy period for TATE COMPANY ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TATE COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.