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Sponsor portfolioWelfare / HealthEIN 20-8820926

NEXTIVA

9451 EAST VIA DE VENTURA · SCOTTSDALE, AZ 85258
8009834289
Plans filed
1
Years active
2019–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$859K
No prior year
Persons covered
701
No prior year
Total participants
557
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$859K
NEXTIVA EMPLOYEE BENEFITS PLAN
Mixed701 covered·5 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$790K31.1%
Life$562K22.1%
Short-term disability$562K22.1%
Long-term disability$562K22.1%
Vision$68K2.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$562K65.5%11557
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$159K18.5%11557
VISION SERVICE PLAN
EIN 061227840
V
$68K8.0%11447
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$41K4.8%11138
CURALINC HEALTHCARE
EIN 331206383
Oth
$28K3.3%11701

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PACIGNA HEALTH AND LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$24K$34K$58K89.2%1
LOVITT AND TOUCHE, INC.TUCSON, AZPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$7K$0$7K10.8%1

History & trajectory

7 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
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