Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$393K
- Vision$393K
- Prescription drug$393K
- Dental$391K
- Life$291K
- Short-term disability$291K
- +2 more
Sponsor portfolioTH
NAVIGANT CREDIT UNION
EIN 05-0125860bankingLatest filing 2025
Plans
2
Retirement
1
$58.7M assets
Welfare
1
$1.1M premiums
Participants
852
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 862 covered livesCarrier market share
Premium dollars by Schedule A carrier
37%top
- BLUE CROSS OF CALIFORNIA37%
- DELTA DENTAL OF CALIFORNIA36%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA27%
Broker market share
Schedule A broker compensation
81%top
- USI INSURANCE SERVICES LLC81%
- MARK S METTILLE10%
- BARNUM BENEFIT ADVISORS LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NAVIGANT CREDIT UNION THRIFT 401(K) PLAN
401k
Assets$58.7M
Participants489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NAVIGANT CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$1.1M
Covered lives862
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NAVIGANT CREDIT UNION THRIFT 401(K) PLAN | 401k | $58.7M | 489 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NAVIGANT CREDIT UNION HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $1.1M | 862 | 2025 |
Retirement plans
Welfare plans