Navia Benefit Solutions 401(K) Plan — Form 5500 plan (Navia Benefit Solutions)
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, Navia Benefit Solutions 401(K) Plan is a benefit plan reported by Navia Benefit Solutions under EIN 91-1467758 and plan number 001. The latest loaded filing year is 2023. The filing reports 578 participants and $18,749,874 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.7MPlan net assets, end of year$18,749,433
Participants578Covered participants reported
Assets / participant$32.4KComputed: assets ÷ participants$32,439 (computed)
Provider compensation$18.4K2 Schedule C provider row(s)$18,403
- Plan sponsor
- Navia Benefit Solutions
- EIN
- 91-1467758
- Plan number
- 001
- Plan type
- 2
- Location
- Renton, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20241015154619NAL0030223329001 |
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)$18.7M total assets
Net assets$18.7MLiabilities$441
Full reported line items
Net assets
- Total assets (EOY)
- $18,749,874
- Total liabilities (EOY)
- $441
- Net assets (EOY)
- $18,749,433
- Net assets (BOY)
- $12,190,775
Income & contributions
- Employer contributions
- $609,876
- Participant contributions
- $845,620
- Total contributions
- $2,754,913
- Total income / additions
- $5,430,127
Expenses & distributions
- Benefits paid
- $857,334
- Administrative expenses
- $31,703
- Total expenses
- $889,037
- Net increase / (decrease)
- $4,541,090
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.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Da Davidso & Co | BROKER/DEALER | $0 | $15,738 | 2023 |
| Morningstar | INVESTMENT ADVISOR | $0 | $2,665 | 2023 |