Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE NAVIGATORS
EIN 84-6007896religious institutionsLatest filing 2024
Plans
3
Retirement
2
$270.4M assets
Welfare
1
$611K premiums
Participants
4,658
3820 NORTH 30TH, P.O. BOX 6000 - COLORADO SPRINGS, CO 80934719-598-1212navigators.orgLinkedIn1001-5000 employeesreligious institutions
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $270.4M assets / 4,656 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $611K premiums / 0 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE NAVIGATORS BASIC RETIREMENT PLAN
OtherDC
Assets$149.7M
Participants2,066
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NAVIGATORS 403(B) SUPPLEMENTAL RETIREMENT PLAN
403b
Assets$120.7M
Participants2,590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NAVIGATORS HEALTH CARE PLAN
Self Funded - UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH
Premiums$611K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE NAVIGATORS BASIC RETIREMENT PLAN | OtherDC | $149.7M | 2,066 | 2024 | |
| 002 | NAVIGATORS 403(B) SUPPLEMENTAL RETIREMENT PLAN | 403b | $120.7M | 2,590 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NAVIGATORS HEALTH CARE PLAN | Self Funded | UNITEDHEALTHCARE STOP LOSS-UNITED HEALTH | $611K | 0 | 2024 |
Retirement plans
Welfare plans