· 2022–2024 · DOL EFAST2

Tatum Brothers Insurance LLC — Tatum Bros Insurance, Form 5500 (2024)

Original filing (PDF)20250710161506NAL0015522770001

Tatum Brothers Insurance LLC

Form 5500-SF

FILING_RECEIVED

Tatum Bros Insurance LLC Employee Group Health Plan

Health & welfare plan · Tatum Brothers Insurance LLC's Tatum Bros Insurance LLC Employee Group Health Plan reported $159 in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$159

Net assets (EOY)

$159

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TATUM BROTHERS INSURANCE LLC.

Plan sponsor

Name

TATUM BROTHERS INSURANCE LLC

EIN

45-3368139all filings

Address

2502 C JERRY JONES DR SUITE 2 · VALDOSTA, GA · 31602

Phone

(229) 244-0222

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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