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Sponsor portfolio

NAVA PBC

EIN 47-4590452-computer software-Latest filing 2024
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$5.0M premiums
Participants
919
601 13TH ST. NW - FLOOR 12 - WASHINGTON, DC 20005571-765-0150navapbc.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$26.9M - 511 part#501Fully Insured-$5.0M - 775 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 775 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Dental$4.8M
  • Vision$4.8M
  • Life$4.8M
  • Short-term disability$4.8M
  • Long-term disability$4.8M
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • KAISER FOUNDATION HEALTH PLAN INC4%
Total $5.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • USI INSURANCE SERVICES LLC66%
  • KELLY & ASSOCIATES INSURANCE GROUP27%
  • SEQUOIA BENEFITS & INS SVCS LLC5%
  • US INSURANCE SERVICES LLC2%
  • AMWINS0%
Total $289K5 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

NAVA 401(K) PLAN

401k

Assets$26.9M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAVA PUBLIC BENEFIT CORP EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.0M
Covered lives775
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAVA 401(K) PLAN401k$26.9M5112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAVA PUBLIC BENEFIT CORP EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.0M7752024
Retirement plans
Welfare plans
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