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Sponsor portfolioWelfare / HealthEIN 47-3866902

NAVIGANT HOLDINGS, LLC

1 TEXAS HARLEY WAY · BEDFORD, TX 760211126
8172672646
Plans filed
2
Years active
2016–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$340K
No prior year
Persons covered
155
No prior year
Total participants
147
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #535$844K
CALCULATED RISK GROUP, LLC WELFARE BENEFIT PLAN
Mixed239 covered·3 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #501$340K
NAVIGANT HOLDINGS EMPLOYEE BENEFIT PLAN
Mixed155 covered·2 carriers
Primary: SKYWARD

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$209K21.0%
Dental$131K13.2%
Vision$131K13.2%
Life$131K13.2%
Short-term disability$131K13.2%
Long-term disability$131K13.2%
Other$131K13.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SKYWARD
EIN 760165558
SL
$209K61.5%11119
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$131K38.5%11155

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GENEROUS BENEFITS LLCCOPPELL, TXGUARDIAN$16K$3K$19K64.8%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXGUARDIAN$7K$0$7K22.0%1
ASSUREDPARTNERSHOUSTON, TXGUARDIAN$4K$0$4K13.2%1

History & trajectory

6 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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