Navigators 403(B) Supplemental 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, Navigators 403(B) Supplemental Retirement Plan is a benefit plan reported by The Navigators under EIN 84-6007896 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,835 participants and $102,529,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Navigators
- EIN
- 84-6007896
- Plan number
- 002
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 1,835
- End-of-year plan assets
- $102,529,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,835 | H, C | 20241009110040NAL0010544979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,529,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,529,333
- Net assets (BOY)
- $79,846,222
Income & contributions
- Employer contributions
- $4,131,123
- Participant contributions
- $5,980,949
- Total contributions
- $10,374,058
- Total income / additions
- $26,646,464
Expenses & distributions
- Benefits paid
- $3,902,831
- Administrative expenses
- $60,441
- Total expenses
- $3,963,353
- Net increase / (decrease)
- $22,683,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $21,084 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting, Inc | CONSULTANT | $18,477 | not reported in the loaded dataset | 2023 |
| Biggskofford Cpas | ACCOUNTANT/AUDITOR | $12,180 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,084 | $0 | 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
- Strategic Advisors, Inc. — Schedule C compensation
- Cook Street Consulting, Inc — Schedule C compensation
- Biggskofford Cpas — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation