Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 281

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 281
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 and financial liability with respect to such proceedings cannot be estimated with certainty, the Company does not believe that these proceedings, either individually or in the aggregate, are likely to have a material adverse effect on the Company’s financial position. (21) Related Party Transactions Tiptree Advisors is a related party of the Company because Tiptree Advisors is deemed to be controlled by Michael Barnes, Tiptree’s Executive Chairman. The Company is invested in funds managed by Tiptree Advisors (the “Tiptree Advisors Funds”) and Tiptree Advisors manages investment portfolio accounts of the Company under an investment advisory agreement (the “IAA”). The Company and its subsidiaries are parties to a tax sharing agreement with Tiptree for tax periods through June 21, 2022; an associated tax recoverable was settled during 2024. The following table presents the amounts recorded in net investment income on the Company’s consolidated statements of operations resulting from related party transactions, excluding transactions with Warburg portfolio companies and reinsurance transactions described below:

|                                                           |     | For the Year Ended 
       December 31, 
               2024 |     |   2023 |
|:----------------------------------------------------------|:----|-------------------:|:----|-------:|
| Management, incentive and IAA expenses – Tiptree Advisors |     |             $6,675 |     | $5,206 |

The following table presents the amounts recorded on the Company’s consolidated balance sheets from related party transactions:

|                                                  |     | As of December 31, |     |        |
|                                                  |     |               2024 |     |   2023 |
| Amounts payable to related parties               |     |             $3,569 |     | $1,919 |
| Federal income tax recoverable from Tiptree Inc. |     |                 $— |     | $8,174 |

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TABLE OF CONTENTS

THE FORTEGRA GROUP, INC. AND SUBSIDIARIES Notes to Consolidated Financial Statements December 31, 2024 & 2023 (in thousands, unless otherwise noted) Our director John Hendrickson became Chief Executive Officer of Concert Group Holdings, Inc. (“Concert”) on January 1, 2023. From time to time, we have entered into reinsurance arrangements with subsidiaries of Concert. The arrangements are entered into in the ordinary course of business. The following table presents the amounts recorded related to these reinsurance arrangements on the Company’s consolidated statements of operations and consolidated balance