Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$619K
- Other$205K
- Life$141K
- Vision$104K
- Long-term disability$74K
- Short-term disability$2K
Sponsor portfolio
NAVEX GLOBAL, INC.
EIN 03-0513136Administrative and Support and Waste Management and Remediation ServicesLatest filing 2024
Plans
2
Retirement
1
$94.8M assets
Welfare
1
$1.1M premiums
Participants
2,433
5500 MEADOWS ROAD SUITE 500 - LAKE OSWEGO, OR 97035971-250-4100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 1,464 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
- LIFE INSURANCE COMPANY OF NORTH AMERICA21%
- VISION SERVICE PLAN9%
- CURALINC HEALTHCARE2%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Broker market share
Schedule A broker compensation
85%top
- THE PARTNERS GROUP85%
- REUBEN WARNER ASSOCIATES, INC.15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NAVEX GLOBAL 401(K) PLAN
401k
Assets$94.8M
Participants1,440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NAVEX WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSRUANCE COMPANY
Premiums$1.1M
Covered lives1,464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NAVEX GLOBAL 401(K) PLAN | 401k | $94.8M | 1,440 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NAVEX WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSRUANCE COMPANY | $1.1M | 1,464 | 2024 |
Retirement plans
Welfare plans