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Sponsor portfolio

NAVIGA, INC.

EIN 20-4137909-computer software-Latest filing 2025
Plans
2
Retirement
1
$50.0M assets
Welfare
1
$158K premiums
Participants
393
701 CARLSON PARKWAY, SUITE 350 - MINNETONKA, MN 55305651-639-0662navigaglobal.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$50.0M - 313 part#501Mixed-$158K - 151 lives

Benefits portfolio analytics

1 plan / $158K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$77K
  • Dental$73K
  • Life$52K
  • Long-term disability$52K
  • Vision$8K
Total $158K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA33%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $158K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $12K1 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

NAVIGA INC. 401(K) PLAN

401k

Assets$50.0M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAVIGA INC. WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$158K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAVIGA INC. 401(K) PLAN401k$50.0M3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAVIGA INC. WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$158K1512025
Retirement plans
Welfare plans
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