Navistar Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Navistar Inc. (EIN 36-1264810) is a plan sponsor located in Lisle, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 36-1264810
- Location
- Lisle, IL
- Loaded plans
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,055,705,563
- Total reported liabilities (EOY)
- $25,567,821
- Total reported net assets (EOY)
- $4,030,137,742
Contributions & income
- Employer contributions
- $64,871,793
- Participant contributions
- $59,144,200
- Total income / additions
- $665,839,482
Expenses & distributions
- Benefits paid / distributions
- $654,818,734
- Total expenses
- $669,535,478
- Net increase / (decrease)
- -$3,695,996
Coverage
- Total reported participants
- 92,514
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Navistar, Inc. Retirement Accumulation Plan | 033 | 6,698 | $1,330,145,003 | 2023 |
| Navistar, Inc. Retiree Health Benefit And Life Insurance Plan | 584 | 15,328 | $1,191,167,000 | 2023 |
| Navistar, Inc. Hourly Employees Pension Plan No. 1 | 038 | 11,593 | $741,209,174 | 2023 |
| Navistar, Inc. Salaried Employees Pension Plan | 037 | 5,556 | $462,217,367 | 2023 |
| Navistar, Inc. 401(K) Plan For Represented Employees | 032 | 3,697 | $197,737,905 | 2023 |
| Navistar, Inc. Hourly Employees Pension Plan No. 2 | 040 | 8,555 | $133,229,114 | 2023 |
| Uaw-Navistar Legal Services Plan | 579 | 11,657 | not reported in the loaded dataset | 2023 |
| Navistar, Inc. Health Plan | 534 | 7,863 | not reported in the loaded dataset | 2023 |
| Navistar, Inc. Disability Income Plan | 529 | 7,575 | not reported in the loaded dataset | 2023 |
| Navistar, Inc. Life Insurance And Ad&D Plan | 541 | 5,863 | not reported in the loaded dataset | 2023 |
| Navistar, Inc. Income Protection Plan | 581 | 3,691 | not reported in the loaded dataset | 2023 |
| Navistar, Inc. Group Life And Ad&D Plan | 532 | 2,846 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Navistar, Inc. Healthcare Flexible Spending Accounts Plan | 1,158 | — | 20240807165626NAL0006790592001 |
| 2023 | Uaw-Navistar Legal Services Plan | 11,657 | — | 20240807172121NAL0003965473001 |
| 2023 | Navistar, Inc. Disability Income Plan | 7,575 | — | 20240807172146NAL0003966081001 |
| 2023 | Navistar, Inc. Supplemental Unemployment Plan For Uaw Represented Workers | 434 | — | 20240807172251NAL0006653216001 |
| 2023 | Navistar, Inc. Group Life And Ad&D Plan | 2,846 | — | 20240807172343NAL0003970065001 |
| 2023 | Navistar, Inc. Health Plan | 7,863 | — | 20240807172433NAL0003972273001 |
| 2023 | Navistar, Inc. Life Insurance And Ad&D Plan | 5,863 | — | 20240807172518NAL0002245251001 |
| 2023 | Navistar, Inc. Income Protection Plan | 3,691 | — | 20240807172554NAL0003974977001 |