Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$790K
- Life$562K
- Short-term disability$562K
- Long-term disability$562K
- Vision$68K
Sponsor portfolio
NEXTIVA
EIN 20-8820926computer softwareLatest filing 2025
Plans
2
Retirement
1
$42.0M assets
Welfare
1
$859K premiums
Participants
1,576
9451 EAST VIA DE VENTURA - SCOTTSDALE, AZ 85258800-983-4289nextiva.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $859K premiums / 701 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY65%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY19%
- VISION SERVICE PLAN8%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
- CURALINC HEALTHCARE3%
Broker market share
Schedule A broker compensation
89%top
- MARSH & MCLENNAN AGENCY LLC89%
- LOVITT AND TOUCHE, INC.11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEXTIVA 401(K) PLAN
401k
Assets$42.0M
Participants1,019
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEXTIVA EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$859K
Covered lives701
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEXTIVA 401(K) PLAN | 401k | $42.0M | 1,019 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEXTIVA EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $859K | 701 | 2025 |
Retirement plans
Welfare plans