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Sponsor portfolioWelfare / HealthEIN 46-2392448

NAVIGATE360, LLC

3900 KINROSS LAKES PARKWAY · RICHFIELD, OH 44286
3306610106
Plans filed
1
Years active
2021–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$320K
No prior year
Persons covered
212
No prior year
Total participants
214
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$320K
NAVIGATE360, LLC WELFARE BENEFIT PLAN
Mixed212 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$320K16.7%
Vision$320K16.7%
Life$320K16.7%
Short-term disability$320K16.7%
Long-term disability$320K16.7%
Other$320K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$320K100.0%11212

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOGUARDIAN$41K$31K$72K100.0%1

History & trajectory

5 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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