PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Navex Global, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Navex Global, Inc.

EIN 03-0513136-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$115.3M assets
Health & Benefits
1
$1.1M premiums
Participants
2,418
5500 MEADOWS ROAD SUITE 500 - LAKE OSWEGO, OR 97035971-250-4100
Plans on this EIN
2 filings
#001401(k)-$115.3M - 1,424 part#502Mixed-$1.1M - 1,464 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,464 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$605K
  • Other$183K
  • Life$125K
  • Vision$97K
  • Long-term disability$88K
  • Short-term disability$846
Total $1.1M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

NAVEX GLOBAL 401(K) PLAN

401(k)

Assets$115.3M
Participants1,424
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

NAVEX WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,464
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NAVEX GLOBAL 401(K) PLAN401(k)$115.3M1,4242025
  • NAVEX GLOBAL 401(K) PLAN$115.3M
    #001 · 401(k) · 20251,424

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502NAVEX WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M1,4642025
  • NAVEX WELFARE PLAN$1.1M
    #502 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 20251,464
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica