Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$110K
- Short-term disability$110K
- Long-term disability$110K
- Other$110K
- Dental$104K
- Vision$10K
Sponsor portfolio
NAVIANT, LLC
EIN 39-1568840information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$224K premiums
Participants
315
201 PRARIE HEIGHTS DRIVE - VERONA, WI 53593608-848-0900naviant.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $224K premiums / 392 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- PRINCIPAL LIFE INSURANCE COMPANY49%
- DELTA DENTAL OF CALIFORNIA46%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NAVIANT, INC. 401(K) PLAN
401k
Assets$21.7M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NAVIANT, LLC WRAP PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$224K
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NAVIANT, INC. 401(K) PLAN | 401k | $21.7M | 160 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NAVIANT, LLC WRAP PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $224K | 392 | 2025 |
Retirement plans
Welfare plans