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Sponsor portfolioTH

NAVY MUTUAL AID ASSOCIATION

EIN 53-0116720-insurance-Latest filing 2025
Plans
3
Retirement
2
$48.8M assets
Welfare
1
$2.4M premiums
Participants
408
29 CARPENTER RD - ARLINGTON, VA 22204571-481-2335navymutual.orgLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001TraditionalDB-$30.1M - 116 part#002401k-$18.7M - 170 part#501Fully Insured-$2.4M - 122 lives

Retirement portfolio analytics

2 plans aggregated / $48.8M assets / 286 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • EMPLOYEES' RETIREMENT PLAN (#001)62%
  • ASSOCIATION EMPLOYEE'S 401(K) (#002)38%
Total $48.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION EMPLOYEE'S 401(K) (#002)170
  • EMPLOYEES' RETIREMENT PLAN (#001)116
Total 286Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Vision$2.3M
  • Prescription drug$2.3M
  • Life$134K
  • Short-term disability$134K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • INOVA EMPLOYEE ASSISTANCE0%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • MARSH & MCLENNAN AGENCY LLC61%
  • AMWINS39%
Total $27K2 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

NAVY MUTUAL AID ASSOCIATION EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$30.1M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NAVY MUTUAL AID ASSOCIATION EMPLOYEE'S 401(K) PLAN

401k

Assets$18.7M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAVY MUTUAL AID ASSOCIATION HEALTH AND WELFARE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$2.4M
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NAVY MUTUAL AID ASSOCIATION EMPLOYEES' RETIREMENT PLANTraditionalDB$30.1M1162024
002NAVY MUTUAL AID ASSOCIATION EMPLOYEE'S 401(K) PLAN401k$18.7M1702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAVY MUTUAL AID ASSOCIATION HEALTH AND WELFARE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$2.4M1222025
Retirement plans
Welfare plans
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