Welfare broker

THE NAVITAS GROUP, LLC

Mailing address (most recent filing)

7832 DUNBARTON AVENUE

LOS ANGELES, CA 90045

Total comp: $35K
Commissions: $35K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where THE NAVITAS GROUP, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

KAISER FOUNDATION HEALTH PLAN INC100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$824K	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
CA	1	$824K	0.0%	12.75x

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 THE NAVITAS GROUP, LLC's plans by broker comp / premium ratio. Median 4.23% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of THE NAVITAS GROUP, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where THE NAVITAS GROUP, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DMS FACILITY SERVICES, LLC DMS FACILITY SERVICES, LLC EMPLOYEE BENEFITS PLAN	CA	$824K	$35K	KAISER FOUNDATION HEALTH PLAN, INC.