Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$406K
- Dental$406K
- Prescription drug$406K
- Vision$22K
- Life$22K
- Short-term disability$22K
- +2 more
Sponsor portfolio
NAVI TITLE AGENCY, LLC
EIN 85-2310293real estateLatest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$428K premiums
Participants
308
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $428K premiums / 180 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
95%top
- COMBINED INSURANCE SERVICES95%
- BLUE CROSS BLUE SHIELD OF FLORIDA5%
- GCG FINANCIAL LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NAVI TITLE AGENCY, LLC 401(K) PLAN
401k
Assets$5.4M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NAVI TITLE AGENCY LLC
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$428K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NAVI TITLE AGENCY, LLC 401(K) PLAN | 401k | $5.4M | 128 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NAVI TITLE AGENCY LLC | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $428K | 180 | 2025 |
Retirement plans
Welfare plans