Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Advocate Inc D/B/A Nava Benefits

New York, NY

Advocate Inc D/B/A Nava Benefits of New York, NY is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $57,254 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$57,254
plan year 2025
Reported fees
$1,922

Quick answer

Advocate Inc D/B/A Nava Benefits (New York, NY) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Advocate Inc D/B/A Nava Benefits have?
Advocate Inc D/B/A Nava Benefits is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Advocate Inc D/B/A Nava Benefits's largest employer clients?
By plan participants, the largest include Cannon Corporation Dba Cannon (183 participants) and Rrm Design Group, Inc. (166 participants).
How much does Advocate Inc D/B/A Nava Benefits earn in commissions?
Insurers reported $57,254 in broker commissions and $1,922 in fees paid to Advocate Inc D/B/A Nava Benefits for plan year 2025, per Schedule A Part 1.
Where is Advocate Inc D/B/A Nava Benefits located?
Advocate Inc D/B/A Nava Benefits is based in New York, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Advocate Inc D/B/A Nava Benefits on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Cannon Corporation Dba CannonCA1832025-12-31
Rrm Design Group, Inc.CA1662025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.