Navia Benefits Vendor List
Effective Date: July 14, 2023
Last Reviewed on: September 29, 2025
Below is a list of venders we currently use that contain or use PHI, PI/PII data. Want to be informed when changes are made to this page? Click the button below to be added as a subscriber.
| VENDOR NAME | PURPOSE/DESCRIPTION | TYPES OF DATA | LOCATION |
|---|---|---|---|
| Azure | COBRA notices fulfillment and mailing. | PHI & PI/PII | US |
| Admin Support Group | Retirement plan compliance/administration outsourcing. | PI/PII | US & Costa Rica |
| Alegeus | Consumer driven healthcare hosted benefits application provider. | PHI & PI/PII | US |
| Amazon Connect | Manages customer data, including contact information and communication history. | PHI & PI/PII | US |
| Avidia Bank | Banking and payment processing. | PHI & PI/PII | US |
| AWS | Provides storage and processing information for our data. | PHI & PI/PII | US |
| Azure | Provides storage and processing information for our data. | PHI & PI/PII | US |
| Businesssolver | Benefits enrollment hosted application provider. | PHI & PI/PII | US |
| Charles Schwab Bank | Retirement plan financial institutions. | PI/PII | US |
| Charles Schwab Trust Company | Retirement plan financial institutions. | PI/PII | US |
| Clippercard.com | Participant services. | PHI & PI/PII | US |
| Datair | Retirement plan compliance/administration software | PI/PII | US |
| ECHO | Banking and payment processing. | PHI & PI/PII | US |
| EdenRed | Commuter plan fulfillment system provider. | PHI & PI/PII | US |
| Fidelity | Retirement plan financial institutions. | PI/PII | US |
| Filezilla | Facilitates data with partners, clients, and employees. | PHI & PI/PII | US |
| Foundever | Service provider | PHI/PII | El Salvador |
| FSA Store | Participant services. | PHI & PI/PII | US |
| FT Williams | Retirement plan compliance/administration software. | PI/PII | US |
| Garnet/Quartz | Facilitates data with partners, clients, and employees. | PHI & PI/PII | US |
| Google Cloud | Provides storage and processing information for our data. | PHI & PI/PII | US |
| HSA Store | Participant services. | PHI & PI/PII | US |
| Intelepeer | AI | PI/PII | US |
| Kinside | Day Care hosted benefits application providers | PII | US |
| LDI-MAP | Retirement plan software application provider. | PI/PII | US |
| Matrix Trust Company (Broadridge) | Retirement plan financial institutions | PI/PII | US |
| Paypal | Handles secure payment transactions on our website. | PII | US |
| Plan Sponsor Link | Benefits administration. | PHI & PI/PII | US |
| ProView Global (PVG) | Files, claims, compliance, and other administrative tasks. | PHI & PI/PII | US & Philippines |
| Relius | Retirement plan software application provider. | PI/PII | US |
| Retarus | Facilitates data (FAX) with partners, clients, and employees. | PHI & PI/PII | US |
| Salesforce | Manages customer data, including contact information and communication history. | PHI & PI/PII | US |
| Salesforce – Marketing Cloud | Supports marketing campaigns and customer engagement activities. | PII | US |
| Satelite Company | Files, claims, compliance, and other administrative tasks. | PHI & PI/PII | US & Philippines |
| Stax.ai | Retirement plan automation software. | PI/PII | US |
| Stripe | Handles secure payment transactions on our website. | PII | US |
| The Retirement Plan Company | Files, claims, compliance, and other administrative tasks. | PHI & PI/PII | US & India |
| TPAStream | Data processing and acquisition. | PHI & PI/PII | US |
| Tquila | Automation engineering. | PHI & PI/PII | US & Europe |
| TTEC Services Corporation | Files, claims, compliance, and other administrative tasks. | PHI/PII | Phillippines |
| UMB | Banking and payment processing. | PHI & PI/PII | US |
| Valenz | Benefits administration. | PHI & PI/PII | US |
| VBA | Benefits administration. | PHI & PI/PII | US |
| Wells Fargo (Lockbox) | Banking and payment processing. | PHI & PI/PII | US |
| WEX | Consumer driven healthcare and COBRA hosted benefits application provider. | PHI & PI/PII | US |