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Sponsor portfolio

NAVVIS & COMPANY

EIN 47-5377029-medical practice-Latest filing 2024
Plans
2
Retirement
1
$27.4M assets
Welfare
1
$1.6M premiums
Participants
390
555 MARYVILLE UNIVERSITY DR, SUITE 240 - ST. LOUIS, MO 63141636-536-9443LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$27.4M - 390 part#501Mixed-$1.6M - 519 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$852K
  • Dental$756K
  • Life$756K
  • Short-term disability$756K
  • Long-term disability$756K
  • Other$756K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • HEALTH NET52%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA46%
  • EYEMED VISION CARE2%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • CHRISTENSEN GROUP INC4%
Total $29K2 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

NAVVIS & COMPANY 401(K) PLAN

401k

Assets$27.4M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAVVIS & COMPANY

Mixed - HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAVVIS & COMPANY 401(K) PLAN401k$27.4M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAVVIS & COMPANYMixedHEALTHY ALLIANCE LIFE INSURANCE COMPANY$1.6M5192024
Retirement plans
Welfare plans
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