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Benefits Intelligence/Broker Directory/New York

Advocate Nava Benefits

New York, NY

Advocate Nava Benefits of New York, NY is the broker of record on 37 Form 5500 Schedule A filings covering 34 employer benefit plans across 9 states, with $1,556,123 in reported broker commissions (plan year 2025).

Employer clients
34
distinct plan sponsors
Schedule A filings
37
States served
9
Reported commissions
$1,556,123
plan year 2025
Reported fees
$85,265

Quick answer

Advocate Nava Benefits (New York, NY) is the broker of record for 34 employer benefit plan sponsors on 37 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Advocate Nava Benefits have?
Advocate Nava Benefits is named as broker on Form 5500 Schedule A filings for 34 distinct plan sponsors in 9 states.
Who are Advocate Nava Benefits's largest employer clients?
By plan participants, the largest include Villagecare (974 participants), Community Health Systems Inc. (494 participants) and Kiavi, Inc. (457 participants).
How much does Advocate Nava Benefits earn in commissions?
Insurers reported $1.6 million in broker commissions and $85,265 in fees paid to Advocate Nava Benefits for plan year 2025, per Schedule A Part 1.
Where is Advocate Nava Benefits located?
Advocate Nava Benefits is based in New York, NY and has employer clients in 9 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Advocate 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
VillagecareNY9742025-12-31
Community Health Systems Inc.CA4942026-03-31
Kiavi, Inc.PA4572025-12-31
31 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.