Form 5500 · Employee benefit plan · EAST MORICHES, NY
TATES WHOLESALE, LLC
TATES WHOLESALE, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-3625341 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 113 | May | $62,827 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 430 | May | $35,138 |
Questions
Who is TATES WHOLESALE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, TATES WHOLESALE, LLC's broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does TATES WHOLESALE, LLC use?
TATES WHOLESALE, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does TATES WHOLESALE, LLC's group plan renew?
The most recent Schedule A policy period for TATES WHOLESALE, LLC ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TATES WHOLESALE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.