Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$937K
- Long-term disability$881K
- Other$828K
- Short-term disability$823K
- Vision$200K
Sponsor portfolioTH
GLOBAL ATLANTIC FINANCIAL COMPANY
EIN 90-0928452Latest filing 2025
Plans
2
Retirement
1
$337.1M assets
Welfare
1
$1.2M premiums
Participants
3,778
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 19,332 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- METROPOLITAN LIFE INSURANCE COMPANY69%
- EYEMED VISION CARE17%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY10%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY5%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
31%top
- JERRY MANNING31%
- KURT R BOGSETH21%
- WILLIS TOWERS WATSON US LLC18%
- BSC AGENCY LLC15%
- LTCI PARTNERS LLC12%
- +3 more
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 lives19,332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GLOBAL ATLANTIC FINANCIAL COMPANY 401(K) PLAN | 401k | $337.1M | 2,141 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.2M | 19,332 | 2025 |
Retirement plans
Welfare plans