Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Nava Benefits

New York, NY

Nava Benefits of New York, NY is the broker of record on 39 Form 5500 Schedule A filings covering 34 employer benefit plans across 11 states, with $1,041,455 in reported broker commissions (plan year 2025).

Employer clients
34
distinct plan sponsors
Schedule A filings
39
States served
11
Reported commissions
$1,041,455
plan year 2025
Reported fees
$30,563

Quick answer

Nava Benefits (New York, NY) is the broker of record for 34 employer benefit plan sponsors on 39 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Nava Benefits have?
Nava Benefits is named as broker on Form 5500 Schedule A filings for 34 distinct plan sponsors in 11 states.
Who are Nava Benefits's largest employer clients?
By plan participants, the largest include Valiant Integrated Services (2,231 participants), Villagecare (1,107 participants) and Pa Management, LLC (619 participants).
How much does Nava Benefits earn in commissions?
Insurers reported $1 million in broker commissions and $30,563 in fees paid to Nava Benefits for plan year 2025, per Schedule A Part 1.
Where is Nava Benefits located?
Nava Benefits is based in New York, NY and has employer clients in 11 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming 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
Valiant Integrated ServicesVA2,2312025-12-31
VillagecareNY1,1072024-12-31
Pa Management, LLCTX6192026-01-31
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.