2023 Form 5500 filing — The Navigators Basic Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250610115009NAL0014769089001) for The Navigators Basic Retirement Plan, reported by The Navigators under EIN 84-6007896 and plan number 003. It reports 2,144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610115009NAL0014769089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Navigators
- EIN
- 84-6007896
- Plan number
- 003
- Location
- Colorado Springs, CO
- Participants
- 2,144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,656,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,656,138
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $28,435,215
- Benefits paid
- $10,142,739
- Administrative expenses
- $116,501
- Total expenses
- $10,259,240
- Net increase / (decrease)
- $18,175,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,337 | $0 |
| Cook Street Consulting, Inc | CONSULTANT | $46,186 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $21,978 | not reported in the loaded dataset |