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Sponsor portfolioWelfare / HealthEIN 03-0513136
NAVEX GLOBAL
5500 MEADOWS RD, SUITE 500 · LAKE OSWEGO, OR 97035
9712500088
- Plans filed
- 2
- Years active
- 2015–2024
- Industry
- NAICS 51
- Latest filing
- 2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
1,464
No prior year
Total participants
993
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $619K | 54.1% | |
| Other | $205K | 17.9% | |
| Life | $141K | 12.3% | |
| Vision | $104K | 9.1% | |
| Long-term disability | $74K | 6.5% | |
| Short-term disability | $2K | 0.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | DOth | $774K | 67.6% | 1 | 4 | 827 |
EIN 231503749 | LSTDLTDOth | $243K | 21.2% | 1 | 5 | 963 |
EIN 061227840 | V | $104K | 9.1% | 1 | 1 | 779 |
EIN 331206383 | Oth | $25K | 2.1% | 1 | 1 | 1,464 |
EIN 132556568 | STD | $491 | 0.0% | 1 | 1 | 7 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE PARTNERS GROUP | PORTLAND, OR | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $9K | $9K | 85.0% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | STATEN ISLAND, NY | FEDERAL INSURANCE COMPANY | $0 | $2K | $2K | 15.0% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan