PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ATLANTIC AVIATION FBO, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-1301856

ATLANTIC AVIATION FBO, INC.

5525 GRANITE PKWY SUITE 1700 · PLANO, TX 75204
9453483003
Plans filed
2
Years active
2015–2024
Industry
NAICS 48
Latest filing
2024
Total premiums (latest)
$2.3M
No prior year
Persons covered
2,535
No prior year
Total participants
2,554
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #506$2.3M
ATLANTIC AVIATION FBO, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed2,535 covered·3 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$0
ATLANTIC AVIATION FBO, INC. BUSINESS TRAVEL ACCIDENT PLAN
Fully insured2,007 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.1M27.4%
Life$1.8M23.4%
Short-term disability$1.8M23.4%
Long-term disability$1.8M23.4%
Vision$190K2.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$2.1M91.5%122,535
VISION SERVICE PLAN
EIN 061227840
V
$190K8.4%111,447
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$3K0.1%112,535

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY$291K$121K$411K99.9%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYHARTFORD LIFE AND ACCIDENT INSURANCE COMPANY$0$441$4410.1%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica