Welfare broker

NAVALI & COMPANY INC

Mailing address (most recent filing)

19200 VON KARMAN AVE SUITE 600

IRVINE, CA 92612

Total comp: $284K
Commissions: $280K
Fees: $4K
Filings: 5
Sponsors: 5

Carrier mix

Where NAVALI & COMPANY INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

ANTHEM LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
ANTHEM LIFE INSURANCE COMPANY	1	$3.5M	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
NV	1	$3.5M	0.2%	226.12x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of NAVALI & COMPANY INC's plans by broker comp / premium ratio. Median 7.98% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of NAVALI & COMPANY INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where NAVALI & COMPANY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
INTEGRATED DATA SERVICES INTEGRATED DATA SERVICES HEALTH AND WELFARE PLAN	NV	$3.5M	$277K	ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY