Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 270

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 270
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 surplus falls below calculated RBC thresholds, regulatory intervention or oversight is required. The Company’s U.S. domiciled insurance company subsidiaries’ RBC levels, as calculated in accordance with the NAIC’s RBC instructions, exceeded all RBC thresholds as of December 31, 2024 and 2023. The following table presents the statutory net income of the Company’s U.S. domiciled statutory insurance companies for the following periods:

|                                             |     | For the Year Ended 
       December 31, 
               2024 |     |    2023 |
|:--------------------------------------------|:----|-------------------:|:----|--------:|
| Net income of statutory insurance companies |     |            $91,995 |     | $47,384 |

Statutory Dividends The Company’s U.S. domiciled insurance company subsidiaries may pay dividends to the Company, subject to statutory restrictions. Payments in excess of statutory restrictions (extraordinary dividends) to the Company are permitted only with prior approval of the insurance department of the applicable state of domicile. The Company

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THE FORTEGRA GROUP, INC. AND SUBSIDIARIES Notes to Consolidated Financial Statements December 31, 2024 & 2023 (in thousands, unless otherwise noted) eliminates all dividends from its subsidiaries in the consolidated financial statements. There were $5.0 million and $27.1 million of dividends paid to the Company by its U.S. domiciled insurance company subsidiaries for the year ended December 31, 2024 and 2023, respectively. The following table presents the combined amount available for ordinary dividends of the Company’s U.S. domiciled insurance company subsidiaries for the following periods:

|                                                                                         |     | As of December 31, |     |         |
|                                                                                         |     |               2024 |     |    2023 |
| Amount available for ordinary dividends of the Company’s insurance company subsidiaries |     |            $78,614 |     | $24,327 |

At December 31, 2024, the maximum amount of dividends that our U.S. domiciled regulated insurance company subsidiaries could pay under applicable laws and regulations without regulatory approval was approximately $78,614. The Company may seek regulatory approval to pay dividends in excess of this permitted amount, but there can be no assurance that the Company would receive regulatory approval if sought. (16) Stockholders’ Equity As of December 31, 2024, Fortegra was owned approximately