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Sponsor portfolioTH

GLOBAL ATLANTIC FINANCIAL COMPANY

EIN 90-0928452-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
1
$337.1M assets
Welfare
1
$1.2M premiums
Participants
4,042
30 HUDSON YARDS, 500 WEST 33RD STREET - NEW YORK, NY 10001515-393-3721LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$337.1M - 2,141 part#501Mixed-$1.2M - 2,645 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 2,645 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$931K
  • Life$929K
  • Other$912K
  • Short-term disability$857K
  • Vision$184K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • METROPOLITAN LIFE INSURANCE COMPANY69%
  • EYEMED VISION CARE15%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • JERRY MANNING37%
  • KURT ROBERT BOGSETH26%
  • BSC AGENCY LLC19%
  • LTCI PARTNERS LLC15%
  • KENNETH C YARBROUGH3%
  • +3 more
Total $100K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GLOBAL ATLANTIC FINANCIAL COMPANY 401(K) PLAN

401k

Assets$337.1M
Participants2,141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives2,645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GLOBAL ATLANTIC FINANCIAL COMPANY 401(K) PLAN401k$337.1M2,1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.2M2,6452024
Retirement plans
Welfare plans
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