Advocate Inc. Dba Nava
New York, NY
Advocate Inc. Dba Nava of New York, NY is the broker of record on 13 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $281,620 in reported broker commissions (plan year 2025).
Quick answer
Advocate Inc. Dba Nava (New York, NY) is the broker of record for 9 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Advocate Inc. Dba Nava have?
- Advocate Inc. Dba Nava is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.
- Who are Advocate Inc. Dba Nava's largest employer clients?
- By plan participants, the largest include Remote Technology Services Inc. (1,392 participants), Planned Parenthood Shasta-Diablo, Inc. (416 participants) and Xponential Fitness LLC (212 participants).
- How much does Advocate Inc. Dba Nava earn in commissions?
- Insurers reported $281,620 in broker commissions and $65,304 in fees paid to Advocate Inc. Dba Nava for plan year 2025, per Schedule A Part 1.
- Where is Advocate Inc. Dba Nava located?
- Advocate Inc. Dba Nava is based in New York, NY and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Advocate Inc. Dba Nava on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Remote Technology Services Inc. | CA | 1,392 | 2025-02-28 |
| Planned Parenthood Shasta-Diablo, Inc. | CA | 416 | 2025-12-31 |
| Xponential Fitness LLC | CA | 212 | 2025-12-31 |
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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.