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Form 5500 · Retirement plan · NEW YORK, NY

GLOBAL ATLANTIC FINANCIAL COMPANY

The filing calls this plan GLOBAL ATLANTIC FINANCIAL COMPANY 401(K) PLAN.

GLOBAL ATLANTIC FINANCIAL COMPANY of NEW YORK, NY's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0928452 · plan 001 · plan year 2025, filed Sep 14, 2026

Participants at the start of the year
2,141
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NEW YORK LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NEW YORK LIFE INSURANCE COMPANY—0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
GLOBAL ATLANTIC FINANCIAL COMPANY
EIN 90-0928452
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$167,611
paid directly by the plan
STRATEGIC ADVISERS LLC
ADVISOR · EIN 04-2654524
$139,778
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Paid out in benefits
$45,913,870
Participants at the start of the year
2,141
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-3891517
DELOITTE & TOUCHE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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