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  2. NAVARRO RESEARCH AND ENGINEERING, INC.
Sponsor portfolio

NAVARRO RESEARCH AND ENGINEERING, INC.

EIN 62-1553678-environmental services-Latest filing 2025
Plans
3
Retirement
2
$72.7M assets
Welfare
1
$518K premiums
Participants
1,504
1020 COMMERCE PARK DRIVE - OAK RIDGE, TN 37830865-220-9650navarro-inc.comLinkedIn201-500 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$72.4M - 941 part#002401k-$262K - 12 part#501Mixed-$518K - 544 lives

Retirement portfolio analytics

2 plans aggregated / $72.7M assets / 953 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • ENGINEERING, INC. 401(K) (#001)100%
  • UNION EMPLOYEE PLAN (#002)0%
Total $72.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENGINEERING, INC. 401(K) (#001)941
  • UNION EMPLOYEE PLAN (#002)12
Total 953Click row to drill in

Benefits portfolio analytics

1 plan / $518K premiums / 544 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$518K
  • Short-term disability$518K
  • Long-term disability$518K
  • Other$518K
Total $518K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $518K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $69K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NAVARRO RESEARCH AND ENGINEERING, INC. 401(K) PLAN

401k

Assets$72.4M
Participants941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NAVARRO RESEARCH AND ENGINEERING, INC. UNION EMPLOYEE PLAN

401k

Assets$262K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NAVARRO RESEARCH & ENGINEERING, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$518K
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NAVARRO RESEARCH AND ENGINEERING, INC. 401(K) PLAN401k$72.4M9412024
002NAVARRO RESEARCH AND ENGINEERING, INC. UNION EMPLOYEE PLAN401k$262K122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NAVARRO RESEARCH & ENGINEERING, INC. HEALTH AND WELFARE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$518K5442025
Retirement plans
Welfare plans
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