Form 5500 · Employee benefit plan · MACON, GA
NAVICENT HEALTH, INC.
Public Form 5500 records show how NAVICENT HEALTH, INC. of MACON, GA, a health care and social assistance employer, structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-2149127 · plan 515 · as of Aug 2026
Plan brief
Schedule A lists 12 insured contracts covering dental, vision, life, disability and stop-loss; the largest, with LIFE INSURANCE COMPANY OF NORTH AMERICA, covers 5,407 people.
The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.
Reported premium across the insured contracts is $6,279,550, with $416,743 in disclosed broker commissions — about 6.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 3 of the 12 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 2,039 | December | $1,828,832 | $146,307 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 5,407 | December | $1,901,614 | $95,081 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 944 | December | $179,813 | $89,763 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 5,669 | December | $673,319 | $80,798 |
| HARTFORD LIFE AND ACCIDENT | — | 2,032 | December | $358,191 | $23,282 |
| BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | Stop-loss | 4,624 | June | $388,169 | $15,527 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 481 | December | $65,399 | $7,217 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 216 | December | $360,719 | $0 |
| HUMANA INSURANCE COMPANY | Dental | 129 | December | $67,061 | $0 |
| COMMUNITY EYE CARE | Vision | 7,794 | December | $456,433 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 5,669 | December | — | $-6,031 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 2,039 | December | — | $-35,201 |
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