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Sponsor portfolioWelfare / HealthEIN 53-0116705

NAVY FEDERAL CREDIT UNION

820 FOLLIN LANE · MERRIFIELD, VA 22119
7032557713
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$35.9M
No prior year
Persons covered
53,727
No prior year
Total participants
27,087
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$35.9M
NAVY FEDERAL CREDIT UNION WELFARE BENEFITS PLAN
Fully insured53,727 covered·13 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.
Plan #511$0
NAVY FEDERAL CREDIT UNION RETIREE HEALTH REIMBURSEMENT ACCOUNT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$13.7M25.7%
Prescription drug$13.7M25.7%
Life$7.5M14.0%
Long-term disability$6.8M12.8%
Vision$5.2M9.7%
Short-term disability$3.2M6.0%
Other$3.0M5.6%
Dental$268K0.5%

Carrier overview

10 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 910511770
HRx
$13.4M37.4%151,243
SECURIAN LIFE INSURANCE COMPANY
EIN 411412669
LOth
$8.0M22.2%1244,089
VISION SERVICE PLAN
EIN 237089668
V
$4.9M13.7%1120,896
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LTD
$3.7M10.2%1125,170
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
STDLTD
$3.2M8.9%1125,060
SPRING HEALTH
EIN 812832914
Oth
$1.5M4.3%1153,727
JANUS ASSOCIATES, INC. DBA BHS
EIN 521306404
Oth
$445K1.2%1124,972
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$426K1.2%112,970
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxDV
$268K0.7%1143
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$67K0.2%1150

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILAETNA LIFE INSURANCE COMPANY, SECURIAN LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA$503K$187K$690K91.5%1
REWARDS PLUS OF AMERICAN INSURANCEDULUTH, GAARAG INSURANCE COMPANY$64K$0$64K8.5%1

History & trajectory

11 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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