Welfare broker

NAVSAV HOLDINGS II, LLC

Mailing address (most recent filing)

2625 S 104 ST

OMAHA, NE 68144

Total comp: $13K
Commissions: $13K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

Where NAVSAV HOLDINGS II, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED OF OMAHA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$113K	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
NE	1	$113K	0.1%	160.93x

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 NAVSAV HOLDINGS II, LLC's plans by broker comp / premium ratio. Median 4.87% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of NAVSAV HOLDINGS II, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where NAVSAV HOLDINGS II, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ROTELLA'S ITALIAN BAKERY, INC. ROTELLA'S ITALIAN BAKERY,INC-SHORT TERM DISABILITY	NE	$113K	$6K	UNITED OF OMAHA LIFE INSURANCE COMPANY