The Navigators Basic Retirement Plan — Form 5500 plan (The Navigators)
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, The Navigators Basic Retirement Plan is a benefit plan reported by The Navigators under EIN 84-6007896 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,144 participants and $149,656,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Navigators
- EIN
- 84-6007896
- Plan number
- 003
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 2,144
- End-of-year plan assets
- $149,656,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,144 | H, C | 20250610115009NAL0014769089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,656,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,656,138
- Net assets (BOY)
- $131,480,163
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $28,435,215
Expenses & distributions
- Benefits paid
- $10,142,739
- Administrative expenses
- $116,501
- Total expenses
- $10,259,240
- Net increase / (decrease)
- $18,175,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,337 | $0 | 2023 |
| Cook Street Consulting, Inc | CONSULTANT | $46,186 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $21,978 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Navigators
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- Fidelity Investments Institutional — Schedule C compensation
- Cook Street Consulting, Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation