Plan Ledger DOL Form 5500 · updated monthly

NAVIGATE360, LLCbenefits

NAVIGATE360, LLC Welfare Benefit Plan · RICHFIELD, OH · plan year 2025

Broker compensation reported · 2025
$71,913

NAVIGATE360, LLC's benefits plans covered 212 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $71,913 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $339 per covered person, above the median for employer plans that report broker pay. Broker pay rose 47% from $48,938 in 2024.

Insurance contracts · 20251
GUARDIAN · dental vision life std ltdpremiums n/a · 212 covered
Brokers & agents paid · 20251
LOCKTON COMPANIES LLC$71,913 · incl $31,062 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 462392448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.