Navistar, Inc. Retiree Health Benefit And Life Insurance 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. Retiree Health Benefit And Life Insurance Plan is a benefit plan reported by Navistar, Inc. under EIN 36-1264810 and plan number 584. The latest loaded filing year is 2023. The filing reports 15,328 participants and $1,191,167,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Navistar, Inc.
- EIN
- 36-1264810
- Plan number
- 584
- Plan type
- 2
- Location
- Lisle, IL
- Latest filing year
- 2023
- Participants
- 15,328
- End-of-year plan assets
- $1,191,167,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,328 | H, C | 20241004145436NAL0011549361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,191,167,000
- Total liabilities (EOY)
- $25,310,000
- Net assets (EOY)
- $1,165,857,000
- Net assets (BOY)
- $1,168,619,000
Income & contributions
- Employer contributions
- $2,988,000
- Participant contributions
- $1,257,000
- Total contributions
- $4,245,000
- Total income / additions
- $170,176,000
Expenses & distributions
- Benefits paid
- $165,395,000
- Administrative expenses
- $7,543,000
- Total expenses
- $172,938,000
- Net increase / (decrease)
- -$2,762,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silverscript Insurance Company | NONE | $2,067,000 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $442,000 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $433,000 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $339,000 | not reported in the loaded dataset | 2023 |
| Comerica Bank & Trust Na | NONE | $316,000 | $0 | 2023 |
| Aristotle Capital Management, LLC | NONE | $312,000 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Investment Advisors | NONE | $291,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $285,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $262,000 | $0 | 2023 |
| Benefits Adminstrative Services | NONE | $252,000 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $244,000 | not reported in the loaded dataset | 2023 |
| Harding Loevner | NONE | $234,000 | not reported in the loaded dataset | 2023 |
| Capital Group Companies, Inc. | NONE | $211,000 | not reported in the loaded dataset | 2023 |
| Aristotle International Inc | NONE | $211,000 | not reported in the loaded dataset | 2023 |
| Tcw - Metwest | NONE | $184,000 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $140,000 | not reported in the loaded dataset | 2023 |
| Nuance Investments, LLC | NONE | $138,000 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Corporation | NONE | $121,000 | not reported in the loaded dataset | 2023 |
| Groom Law Group | NONE | $96,000 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $82,000 | not reported in the loaded dataset | 2023 |
| Geneva Capital Management LLC | NONE | $81,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase & Co. | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Fuller & Thaler | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Caremark | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services Ltd. | NONE | $73,000 | not reported in the loaded dataset | 2023 |
| Brown Advisory, LLC | NONE | $71,000 | not reported in the loaded dataset | 2023 |
| Federated Mdt | NONE | $64,000 | not reported in the loaded dataset | 2023 |
| Sands Capital Management | NONE | $53,000 | not reported in the loaded dataset | 2023 |
| Douglas Hunter | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Wayne Krzysiak | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Steve Shelton | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Stephen Goldman | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments, LLC | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Ian D. Lanoff | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Truhearing, Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Bdo Accounting | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Navistar, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lisle, IL
- Silverscript Insurance Company — Schedule C compensation
- Segal Company — Schedule C compensation
- Delta Dental — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Comerica Bank & Trust Na — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- Columbia Mgmt Investment Advisors — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Benefits Adminstrative Services — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Capital Group Companies, Inc. — Schedule C compensation
- Aristotle International Inc — Schedule C compensation
- Tcw - Metwest — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Nuance Investments, LLC — Schedule C compensation
- Aon Hewitt Corporation — Schedule C compensation
- Groom Law Group — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Geneva Capital Management LLC — Schedule C compensation
- Jp Morgan Chase & Co. — Schedule C compensation
- Fuller & Thaler — Schedule C compensation
- Caremark — Schedule C compensation
- Sage Advisory Services Ltd. — Schedule C compensation
- Brown Advisory, LLC — Schedule C compensation
- Federated Mdt — Schedule C compensation
- Sands Capital Management — Schedule C compensation
- Douglas Hunter — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Wayne Krzysiak — Schedule C compensation
- Pimco — Schedule C compensation
- Steve Shelton — Schedule C compensation
- Stephen Goldman — Schedule C compensation
- Clearbridge Investments, LLC — Schedule C compensation
- Ian D. Lanoff — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Truhearing, Inc. — Schedule C compensation
- Bdo Accounting — Schedule C compensation