Form 5500 · Employee benefit plan · NEW YORK, NY
GLOBAL ATLANTIC FINANCIAL COMPANY
GLOBAL ATLANTIC FINANCIAL COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JERRY MANNING. Coverage is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0928452 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 61 | December | $70,834 |
| BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | Disability | 46 | December | $4,882 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 1,598 | April | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 2,225 | December | $0 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 19,332 | December | $0 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO OF NY | Vision | 2,469 | December | $0 |
Questions
Who is GLOBAL ATLANTIC FINANCIAL COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, GLOBAL ATLANTIC FINANCIAL COMPANY's broker of record is JERRY MANNING.
What insurance carrier does GLOBAL ATLANTIC FINANCIAL COMPANY use?
GLOBAL ATLANTIC FINANCIAL COMPANY's benefit plan is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does GLOBAL ATLANTIC FINANCIAL COMPANY's group plan renew?
The most recent Schedule A policy period for GLOBAL ATLANTIC FINANCIAL COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GLOBAL ATLANTIC FINANCIAL COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.