Navistar, Inc. Retirement Accumulation Plan — Form 5500 plan (Navistar Inc.)

Plain-English plan 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. Retirement Accumulation Plan is a benefit plan reported by Navistar Inc. under EIN 36-1264810 and plan number 033. The latest loaded filing year is 2023. The filing reports 6,698 participants and $1,330,145,003 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Navistar Inc.
EIN
36-1264810
Plan number
033
Plan type
2
Location
Lisle, IL
Latest filing year
2023
Participants
6,698
End-of-year plan assets
$1,330,145,003

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,698H, C20240831085822NAL0032258530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,330,145,003
Total liabilities (EOY)
$0
Net assets (EOY)
$1,330,145,003
Net assets (BOY)
$1,118,367,336

Income & contributions

Employer contributions
$42,582,336
Participant contributions
$47,801,791
Total contributions
$99,925,229
Total income / additions
$306,500,337

Expenses & distributions

Benefits paid
$94,942,149
Administrative expenses
$849,665
Total expenses
$95,822,398
Net increase / (decrease)
$210,677,939

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$514,806not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$334,859$02023

Related Form 5500 pages