Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Dental$3.1M
- Vision$3.1M
- Stop-loss$245K
- Other$245K
Sponsor portfolio
NAVIKA CAPITAL GROUP, LLC.
EIN 20-2969882investment managementLatest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$3.4M premiums
Participants
2,671
521 EAST TOWER, RXR PLAZA - UNIONDALE, NY 11556516-342-9840navikacapital.comLinkedIn1001-5000 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 715 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- PAN-AMERICAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
61%top
- ALLIANT INSURANCE SERVICES, INC.61%
- HARPREET KAUR33%
- ACRISURE LLC5%
- INSURANCE OFFICE OF AMERICA0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.5M
Participants2,505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
NAVIKA CAPITAL GROUP, LLC.
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.4M
Covered lives715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.5M | 2,505 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | NAVIKA CAPITAL GROUP, LLC. | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.4M | 715 | 2025 |
Retirement plans
Welfare plans