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Sponsor portfolioWelfare / HealthEIN 90-0928452

GLOBAL ATLANTIC FINANCIAL COMPANY

30 HUDSON YARDS · NEW YORK, NY 10001
5153933721
Plans filed
1
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
19,332
No prior year
Total participants
1,637
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN
Mixed19,332 covered·6 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$937K25.5%
Long-term disability$881K24.0%
Other$828K22.6%
Short-term disability$823K22.4%
Vision$200K5.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$823K68.6%112,225
EYEMED VISION CARE
EIN 860773195
V
$200K16.7%112,469
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
L
$114K9.5%1161
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 751277524
LTD
$58K4.8%1146
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 942649097
Oth
$5K0.4%1119,332
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
$00.0%111,598

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JERRY MANNINGCHICAGO, ILAMERICAN HERITAGE LIFE INSURANCE COMPANY$35K$0$35K31.0%1
KURT R BOGSETHWEST DES MOINES, IAAMERICAN HERITAGE LIFE INSURANCE COMPANY, BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$24K$0$24K21.2%1
WILLIS TOWERS WATSON US LLCCOLUMBUS, OHMETROPOLITAN LIFE INSURANCE COMPANY$0$21K$21K18.1%1
BSC AGENCY LLCWEST DES MOINES, IAMETROPOLITAN LIFE INSURANCE COMPANY$0$17K$17K14.8%1
LTCI PARTNERS LLCROUND LAKE BEACH, ILAMERICAN HERITAGE LIFE INSURANCE COMPANY$14K$0$14K12.4%1
KENNETH C YARBROUGHALPHARETTA, GABERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K1.6%1
WORTHAM SAN ANTONIO INCPHOENIX, AZBERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$0$497$4970.4%1
PEACHTREE PLANNING OF GEORGIANEW YORK, NYBERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$0$429$4290.4%1

History & trajectory

11 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
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