Who sponsors the Navigant Credit Union Defined Benefit Pension Plan And Trust?

Navigant Credit Union Defined Benefit Pension Plan And Trust is reported as sponsored by Navigant Credit Union (EIN 05-0125860, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Navigant Credit Union Defined Benefit Pension Plan And Trust?

The latest Form 5500 filing year loaded for Navigant Credit Union Defined Benefit Pension Plan And Trust is 2023.

How many participants does Navigant Credit Union Defined Benefit Pension Plan And Trust report?

Navigant Credit Union Defined Benefit Pension Plan And Trust reports 148 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Navigant Credit Union Defined Benefit Pension Plan And Trust?

Navigant Credit Union Defined Benefit Pension Plan And Trust reports $14,806,195 in end-of-year plan assets in its latest loaded Form 5500 filing.

Navigant Credit Union Defined Benefit Pension Plan And Trust — Form 5500 plan (Navigant Credit Union)

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, Navigant Credit Union Defined Benefit Pension Plan And Trust is a benefit plan reported by Navigant Credit Union under EIN 05-0125860 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $14,806,195 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.8MPlan net assets, end of year$14,806,150

Participants148Covered participants reported

Assets / participant$100KComputed: assets ÷ participants$100,042 (computed)

Provider compensation$116.6K1 Schedule C provider row(s)$116,551

Plan sponsor: Navigant Credit Union
EIN: 05-0125860
Plan number: 001
Plan type: 2
Location: Smithfield, RI
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
148 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.8M total assets

Net assets$14.8MLiabilities$45

Money in vs. money out

Total income / additions$1.2M

Total expenses$4.5M

Benefits paid / distributions$4.4M

Contributions

Employer$0

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $14,806,195
Total liabilities (EOY): $45
Net assets (EOY): $14,806,150
Net assets (BOY): $18,113,141

Income & contributions

Employer contributions: $0
Total contributions: $0
Total income / additions: $1,200,306

Expenses & distributions

Benefits paid: $4,390,731
Administrative expenses: $116,566
Total expenses: $4,507,297
Net increase / (decrease): -$3,306,991

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets30%Computed ratio

Benefits paid ÷ total income366%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Morgan Stanley Smith Barney$116.6K
NONE · Direct $116.6K

What to inspect next

Frequently asked questions

Who sponsors the Navigant Credit Union Defined Benefit Pension Plan And Trust?: Navigant Credit Union Defined Benefit Pension Plan And Trust is reported as sponsored by Navigant Credit Union (EIN 05-0125860, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Navigant Credit Union Defined Benefit Pension Plan And Trust?: The latest Form 5500 filing year loaded for Navigant Credit Union Defined Benefit Pension Plan And Trust is 2023.
How many participants does Navigant Credit Union Defined Benefit Pension Plan And Trust report?: Navigant Credit Union Defined Benefit Pension Plan And Trust reports 148 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Navigant Credit Union Defined Benefit Pension Plan And Trust?: Navigant Credit Union Defined Benefit Pension Plan And Trust reports $14,806,195 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.