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  2. NAVIENT CORPORATION
Sponsor portfolioTH

NAVIENT CORPORATION

EIN 46-4054283-financial services-Latest filing 2024
Plans
4
Retirement
2
$695.4M assets
Welfare
2
$5.8M premiums
Participants
8,159
123 JUSTISON ST, SUITE 300 - HERNDON, VA 20171302-283-8000navient.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$694.0M - 4,726 part#002401k-$1.4M - 22 part#501Fully Insured-$5.8M - 2,423 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $695.4M assets / 4,748 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • NAVIENT 401(K) Savings (#001)100%
  • PUERTO RICO EMPLOYEES (#002)0%
Total $695.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NAVIENT 401(K) Savings (#001)4,726
  • PUERTO RICO EMPLOYEES (#002)22
Total 4,748Click row to drill in

Benefits portfolio analytics

2 plans / $5.8M premiums / 2,423 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Life$2.4M
  • Short-term disability$2.2M
  • Long-term disability$2.2M
  • Dental$1.5M
  • Health$1.2M
  • +2 more
Total $5.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA39%
  • UNITED CONCORDIA INSURANCE COMPANY23%
  • AFLAC11%
  • BLUE CROSS OF CALIFORNIA7%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • +3 more
Total $5.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • GALLAGHER BENEFIT SERVICES, INC.86%
  • MATTHEW W EVANS10%
  • DREW SKIBITSKY2%
  • ACRISURE LLC1%
  • MICHELLE LECKLITER0%
  • +3 more
Total $409K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NAVIENT 401(K) SAVINGS PLAN

401k

Assets$694.0M
Participants4,726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NAVIENT 401(K) SAVINGS PLAN FOR PUERTO RICO EMPLOYEES

401k

Assets$1.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAVIENT EMPLOYEES COMPREHENSIVE WELFARE BENEFITS PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$5.8M
Covered lives2,423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NAVIENT CORPORATION EMPLOYEE SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NAVIENT 401(K) SAVINGS PLAN401k$694.0M4,7262024
002NAVIENT 401(K) SAVINGS PLAN FOR PUERTO RICO EMPLOYEES401k$1.4M222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAVIENT EMPLOYEES COMPREHENSIVE WELFARE BENEFITS PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$5.8M2,4232024
502NAVIENT CORPORATION EMPLOYEE SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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