Benefits broker of record · NEW YORK, NY
ADVOCATE NAVA BENEFITS
ADVOCATE NAVA BENEFITS of NEW YORK, NY is named as the broker of record on 40 insurance contracts in public Form 5500 Schedule A filings.
40 contracts on file name ADVOCATE NAVA BENEFITS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
ADVOCATE NAVA BENEFITS brokers 40 insured contracts for 35 employers, across 9 states, led by CA, NY, MI.
Health is the largest line (18 contracts), followed by life (17), disability (14), dental (12).
BLUE CROSS OF CALIFORNIA writes the most contracts in the book (10, about 25%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY follow.
Renewals concentrate on January 1: 80% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 18 · life 17 · disability 14 · dental 12 · vision 10
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ELLISON TECHNOLOGIES, INC. | SANTA FE SPRINGS, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| GOLDEN STATE MEDICAL SUPPLY, INC. | CAMARILLO, CA | BLUE CROSS OF CALIFORNIA | Jun 1FY2025 |
| COMMUNITY HEALTH SYSTEMS INC. | RIVERSIDE, CA | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Apr 1FY2025 |
| E.REPUBLIC, LLC | FOLSOM, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| RRM DESIGN GROUP, INC. | SAN LUIS OBISPO, CA | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Jan 1FY2025 |
more employers in ADVOCATE NAVA BENEFITS's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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