Plan Ledger DOL Form 5500 · updated monthly

Global Atlantic Financial Companybenefits

Global Atlantic Financial Company Wrap Benefit Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$114,325

Global Atlantic Financial Company's benefits plans covered 1,598 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $114,325 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $72 per covered person, below the median for employer plans that report broker pay. Broker pay rose 15% from $99,519 in 2024.

Insurance contracts · 20256
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 46 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 1,598 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 2,225 covered
UNITED BEHAVIORAL HEALTH DBA OPTUMpremiums n/a · 19,332 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 61 covered
Brokers & agents paid · 202510
JERRY MANNING$35,417
KURT BOGSETH LLC DBA ECHELON WEALTH$21,250
WILLIS OF OHIO INC$20,682 · incl $20,682 fees
BSC AGENCY LLC$16,953 · incl $16,953 fees
LTCI PARTNERS, LLC$14,167
KURT R BOGSETH$3,024
KENNETH C YARBROUGH$1,858
JOHN DRISCOLL & COMPANY INC$497 · incl $497 fees
THE GUARDIAN LIFE INSURANCE COMPANY$429 · incl $429 fees
Also brokered by Jerry Manning4
Adt LLC FL$2,626

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 900928452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.