PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NAVITUS HEALTH SOLUTIONS, LLC
Sponsor portfolio

NAVITUS HEALTH SOLUTIONS, LLC

EIN 04-3608530-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$145.1M assets
Welfare
1
$5.4M premiums
Participants
4,523
361 INTEGRITY DRIVE - MADISON, WI 53717608-729-1500navitus.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$145.1M - 2,180 part#505Mixed-$5.4M - 2,326 lives

Benefits portfolio analytics

1 plan / $5.4M premiums / 2,326 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Other$2.1M
  • Life$2.0M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • DEAN HEALTH PLAN INC56%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY38%
  • VISION SERVICE PLAN5%
  • TELUS HEALTH (US) LTD.1%
Total $5.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $186K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN

401k

Assets$145.1M
Participants2,180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

NAVITUS HEALTH SOLUTIONS, LLC WRAP PLAN

Mixed - DEAN HEALTH PLAN INC

Premiums$5.4M
Covered lives2,326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN401k$145.1M2,1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505NAVITUS HEALTH SOLUTIONS, LLC WRAP PLANMixedDEAN HEALTH PLAN INC$5.4M2,3262025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica