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GLOBAL ATLANTIC FINANCIAL COMPANY

Company Details

Name: GLOBAL ATLANTIC FINANCIAL COMPANY
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 23 Jan 2014 (11 years ago)
Entity Number: 4518033
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY STREET, NEW YORK, NY, United States, 10005
Address ZIP Code: 10005
Principal Address: 30 hudson yards, NEW YORK, NY, United States, 10001
Principal Address ZIP Code: 10001

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN 2023 900928452 2024-06-24 GLOBAL ATLANTIC FINANCIAL COMPANY 1383
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2013-05-01
Business code 561110
Sponsor’s telephone number 5153933721
Plan sponsor’s mailing address 500 W 33RD ST, 30 HUDSON YARDS, NEW YORK, NY, 10001
Plan sponsor’s address 500 W 33RD ST, 30 HUDSON YARDS, NEW YORK, NY, 10001

Number of participants as of the end of the plan year

Active participants 1566
Retired or separated participants receiving benefits 29

Signature of

Role Plan administrator
Date 2024-06-24
Name of individual signing SHELLIE PETERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-24
Name of individual signing SHELLIE PETERS
Valid signature Filed with authorized/valid electronic signature
GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN 2022 900928452 2023-07-27 GLOBAL ATLANTIC FINANCIAL COMPANY 1253
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2013-05-01
Business code 561110
Sponsor’s telephone number 5153933721
Plan sponsor’s mailing address 30 HUDSON YARDS, 500 W 33RD ST, NEW YORK, NY, 100011301
Plan sponsor’s address 30 HUDSON YARDS, 500 W 33RD ST, NEW YORK, NY, 100011301

Number of participants as of the end of the plan year

Active participants 1383
Retired or separated participants receiving benefits 20

Signature of

Role Plan administrator
Date 2023-07-27
Name of individual signing SHELLIE PETERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-27
Name of individual signing SHELLIE PETERS
Valid signature Filed with authorized/valid electronic signature
GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN 2021 900928452 2022-06-16 GLOBAL ATLANTIC FINANCIAL COMPANY 1195
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2013-05-01
Business code 561110
Sponsor’s telephone number 5153933721
Plan sponsor’s mailing address 30 HUDSON YARDS, 500 W 33RD ST, NEW YORK, NY, 100011301
Plan sponsor’s address 30 HUDSON YARDS, 500 W 33RD ST, NEW YORK, NY, 100011301

Number of participants as of the end of the plan year

Active participants 1232
Retired or separated participants receiving benefits 21

Signature of

Role Plan administrator
Date 2022-06-16
Name of individual signing SHELLIE PETERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-16
Name of individual signing SHELLIE PETERS
Valid signature Filed with authorized/valid electronic signature
GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN 2020 900928452 2021-06-15 GLOBAL ATLANTIC FINANCIAL COMPANY 1132
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2013-05-01
Business code 561110
Sponsor’s telephone number 5153933721
Plan sponsor’s mailing address 4 WORLD TRADE CENTER, 150 GREENWICH ST FL 51, NEW YORK, NY, 100072445
Plan sponsor’s address 4 WORLD TRADE CENTER, 150 GREENWICH ST FL 51, NEW YORK, NY, 100072445

Number of participants as of the end of the plan year

Active participants 1180
Retired or separated participants receiving benefits 15

Signature of

Role Plan administrator
Date 2021-06-15
Name of individual signing JENNIFER COHEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-15
Name of individual signing JENNIFER COHEN
Valid signature Filed with authorized/valid electronic signature
GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN 2019 900928452 2020-07-07 GLOBAL ATLANTIC FINANCIAL COMPANY 1071
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2013-05-01
Business code 561110
Sponsor’s telephone number 5153933721
Plan sponsor’s mailing address 4 WORLD TRADE CENTER, 150 GREENWICH ST FL 51, NEW YORK, NY, 100072445
Plan sponsor’s address 4 WORLD TRADE CENTER, 150 GREENWICH ST FL 51, NEW YORK, NY, 100072445

Number of participants as of the end of the plan year

Active participants 1107
Retired or separated participants receiving benefits 25

Signature of

Role Plan administrator
Date 2020-07-07
Name of individual signing JENNIFER COHEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-07
Name of individual signing JENNIFER COHEN
Valid signature Filed with authorized/valid electronic signature
GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN 2018 900928452 2019-07-26 GLOBAL ATLANTIC FINANCIAL COMPANY 1015
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2013-05-01
Business code 561110
Sponsor’s telephone number 5153933895
Plan sponsor’s mailing address 4 WORLD TRADE CENTER, 150 GREENWICH ST FL 51, NEW YORK, NY, 100072445
Plan sponsor’s address 4 WORLD TRADE CENTER, 150 GREENWICH ST FL 51, NEW YORK, NY, 100072445

Number of participants as of the end of the plan year

Active participants 1054
Retired or separated participants receiving benefits 17

Signature of

Role Plan administrator
Date 2019-07-25
Name of individual signing DANIEL OSHEA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-25
Name of individual signing DANIEL OSHEA
Valid signature Filed with authorized/valid electronic signature
GLOBAL ATLANTIC FINANCIAL COMPANY WRAP BENEFIT PLAN 2017 900928452 2018-07-13 GLOBAL ATLANTIC FINANCIAL COMPANY 895
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2013-05-01
Business code 561110
Sponsor’s telephone number 5153933895
Plan sponsor’s mailing address 4 WORLD TRADE CENTER, 150 GREENWICH ST FL 51, NEW YORK, NY, 100072445
Plan sponsor’s address 4 WORLD TRADE CENTER, 150 GREENWICH ST FL 51, NEW YORK, NY, 100072445

Number of participants as of the end of the plan year

Active participants 1001
Retired or separated participants receiving benefits 14

Signature of

Role Plan administrator
Date 2018-07-13
Name of individual signing DANIEL OSHEA
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
ALLAN S. LEVINE Chief Executive Officer 30 HUDSON YARDS, NEW YORK, NY, United States, 10001

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
GLOBAL ATLANTIC FINANCIAL COMPANY DOS Process Agent 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2024-01-31 2024-01-31 Address 30 HUDSON YARDS, NEW YORK, NY, 10001, USA (Type of address: Chief Executive Officer)
2024-01-31 2024-01-31 Address 4 WORLD TRADE CENTER, 51ST FL, 150 GREENWICH STREET, NEW YORK, NY, 10007, USA (Type of address: Chief Executive Officer)
2021-10-21 2024-01-31 Address 30 HUDSON YARDS, NEW YORK, NY, 10001, USA (Type of address: Chief Executive Officer)
2021-10-21 2024-01-31 Address 4 WORLD TRADE CENTER, 51ST FL, 150 GREENWICH STREET, NEW YORK, NY, 10007, USA (Type of address: Chief Executive Officer)
2021-10-21 2021-10-21 Address 4 WORLD TRADE CENTER, 51ST FL, 150 GREENWICH STREET, NEW YORK, NY, 10007, USA (Type of address: Chief Executive Officer)
2021-10-21 2024-01-31 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2021-10-21 2024-01-31 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2021-10-21 2021-10-21 Address 30 HUDSON YARDS, NEW YORK, NY, 10001, USA (Type of address: Chief Executive Officer)
2020-01-03 2021-10-21 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28 2020-01-03 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240131003223 2024-01-31 BIENNIAL STATEMENT 2024-01-31
220104000375 2022-01-04 BIENNIAL STATEMENT 2022-01-04
211021001090 2021-10-21 AMENDMENT TO BIENNIAL STATEMENT 2021-10-21
200103060668 2020-01-03 BIENNIAL STATEMENT 2020-01-01
SR-66382 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
SR-66381 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
180116006327 2018-01-16 BIENNIAL STATEMENT 2018-01-01
140123000560 2014-01-23 APPLICATION OF AUTHORITY 2014-01-23

Date of last update: 06 Nov 2024

Sources: New York Secretary of State