2023 Form 5500 filing — Navistar, Inc. Retiree Health Benefit And Life Insurance 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 20241004145436NAL0011549361001) for Navistar, Inc. Retiree Health Benefit And Life Insurance Plan, reported by Navistar, Inc. under EIN 36-1264810 and plan number 584. It reports 15,328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004145436NAL0011549361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Navistar, Inc.
- EIN
- 36-1264810
- Plan number
- 584
- Location
- Lisle, IL
- Participants
- 15,328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,191,167,000
- Total liabilities (EOY)
- $25,310,000
- Net assets (EOY)
- $1,165,857,000
- Employer contributions
- $2,988,000
- Participant contributions
- $1,257,000
- Total income / additions
- $170,176,000
- Benefits paid
- $165,395,000
- Administrative expenses
- $7,543,000
- Total expenses
- $172,938,000
- Net increase / (decrease)
- -$2,762,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silverscript Insurance Company | NONE | $2,067,000 | not reported in the loaded dataset |
| Segal Company | NONE | $442,000 | not reported in the loaded dataset |
| Delta Dental | NONE | $433,000 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $339,000 | not reported in the loaded dataset |
| Comerica Bank & Trust Na | NONE | $316,000 | $0 |
| Aristotle Capital Management, LLC | NONE | $312,000 | not reported in the loaded dataset |
| Columbia Mgmt Investment Advisors | NONE | $291,000 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $285,000 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $262,000 | $0 |
| Benefits Adminstrative Services | NONE | $252,000 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $244,000 | not reported in the loaded dataset |
| Harding Loevner | NONE | $234,000 | not reported in the loaded dataset |
| Capital Group Companies, Inc. | NONE | $211,000 | not reported in the loaded dataset |
| Aristotle International Inc | NONE | $211,000 | not reported in the loaded dataset |
| Tcw - Metwest | NONE | $184,000 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $140,000 | not reported in the loaded dataset |
| Nuance Investments, LLC | NONE | $138,000 | not reported in the loaded dataset |
| Aon Hewitt Corporation | NONE | $121,000 | not reported in the loaded dataset |
| Groom Law Group | NONE | $96,000 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $82,000 | not reported in the loaded dataset |
| Geneva Capital Management LLC | NONE | $81,000 | not reported in the loaded dataset |
| Jp Morgan Chase & Co. | NONE | $78,000 | not reported in the loaded dataset |
| Fuller & Thaler | NONE | $75,000 | not reported in the loaded dataset |
| Caremark | NONE | $75,000 | not reported in the loaded dataset |
| Sage Advisory Services Ltd. | NONE | $73,000 | not reported in the loaded dataset |
| Brown Advisory, LLC | NONE | $71,000 | not reported in the loaded dataset |
| Federated Mdt | NONE | $64,000 | not reported in the loaded dataset |
| Sands Capital Management | NONE | $53,000 | not reported in the loaded dataset |
| Douglas Hunter | NONE | $45,000 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $43,000 | not reported in the loaded dataset |
| Wayne Krzysiak | NONE | $43,000 | not reported in the loaded dataset |
| Pimco | NONE | $31,000 | not reported in the loaded dataset |
| Steve Shelton | NONE | $26,000 | not reported in the loaded dataset |
| Stephen Goldman | NONE | $23,000 | not reported in the loaded dataset |
| Clearbridge Investments, LLC | NONE | $21,000 | not reported in the loaded dataset |
| Ian D. Lanoff | NONE | $16,000 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $13,000 | not reported in the loaded dataset |
| Truhearing, Inc. | NONE | $12,000 | not reported in the loaded dataset |
| Bdo Accounting | NONE | $6,000 | not reported in the loaded dataset |