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Sponsor portfolio

NAVITAS, INC.

EIN 22-3739703-Latest filing 2025
Plans
2
Retirement
1
$34.2M assets
Welfare
1
$1.9M premiums
Participants
438
6 MONTGOMERY VILLAGE AVENUE, SUITE 403 - GAITHERSBURG, MD 20879609-720-1002
Plans on this EIN
2 filings
#001401k-$34.2M - 305 part#501Fully Insured-$1.9M - 199 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$146K
  • Life$124K
  • Short-term disability$124K
  • Long-term disability$124K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • HEARTLAND1%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $77K1 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

NAVITAS, INC. 401(K) PLAN

401k

Assets$34.2M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAVITAS LIFE SCIENCES GROUP EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAVITAS, INC. 401(K) PLAN401k$34.2M3052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAVITAS LIFE SCIENCES GROUP EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M1992025
Retirement plans
Welfare plans
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