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Original filing (PDF)20251013164603NAL0002447632001
INTERNATIONAL MOTORS, LLC
Form 5500
FILING_RECEIVED
NAVISTAR, INC. RETIREE HEALTH BENEFIT AND LIFE INSURANCE PLAN
Health & welfare plan
Signals · 2
50% in single holding41 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
7 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "[DFE: NORTHERN TRUST COMMON SHORT-TERM INVESTMENT FUND (extraction pending)]" is 50% of plan.
- 64 bps in Schedule C fees — 1189% above peer band of 5 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL MOTORS, LLC.
Plan sponsor
Name
INTERNATIONAL MOTORS, LLC
EIN
36-1264810
Address
2701 INTERNATIONAL DRIVE · LISLE, IL · 60532
Phone
(877) 353-5100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
584
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
41 rowsOther
41| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILVERSCRIPT INSURANCE COMPANY | 38-0456365 | — | NONE | $2.1M | — |
| DELTA DENTAL | 38-1791480 | — | NONE | $449K | — |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 95-4833644 | — | NONE | $351K | — |
| SEGAL COMPANY | 13-1835864 | — | NONE | $339K | — |
| TCW - METWEST | 13-3749506 | — | NONE | $309K | — |
| COLUMBIA MGMT INVESTMENT ADVISORS | 41-1533211 | — | NONE | $309K | — |
| COMERICA BANK & TRUST NA | 34-1778431 | — | NONE | $291K | — |
| AETNA LIFE INSURANCE COMPANY | 06-0843803 | — | NONE | $268K | — |
| HARDING LOEVNER | 27-0684167 | — | NONE | $253K | — |
| BENEFITS ADMINSTRATIVE SERVICES | 34-1627054 | — | NONE | $251K | — |
| WESTERN ASSET MANAGEMENT COMPANY | 95-2705767 | — | NONE | $250K | — |
| HEALTHCOMP INTEGRATED SOLUTIONS LLC | 72-0519951 | — | NONE | $250K | — |
| CAPITAL GROUP COMPANIES, INC. | 86-0206507 | — | NONE | $241K | — |
| ARISTOTLE INTERNATIONAL INC | 06-1022613 | — | NONE | $236K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $232K | — |
| EARNEST PARTNERS, LLC | 58-2386669 | — | NONE | $163K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $145K | — |
| NUANCE INVESTMENTS, LLC | 26-3649176 | — | NONE | $144K | — |
| PUTNAM ULTRASHFL | 36-4488942 | — | NONE | $142K | — |
| AON HEWITT CORPORATION | 27-2436452 | — | NONE | $113K | — |
| JP MORGAN CHASE & CO. | 13-4994650 | — | NONE | $97K | — |
| GENEVA CAPITAL MANAGEMENT LLC | 39-1567956 | — | NONE | $86K | — |
| BROWN ADVISORY, LLC | 26-0680642 | — | NONE | $82K | — |
| CAREMARK | 05-0603589 | — | NONE | $80K | — |
| FULLER & THALER | 94-3176968 | — | NONE | $79K | — |
| FEDERATED MDT | 25-1111467 | — | NONE | $73K | — |
| VISION SERVICE PLAN | 31-0725743 | — | NONE | $72K | — |
| SAGE ADVISORY SERVICES LTD. | 74-2798841 | — | NONE | $44K | — |
| JENNISON ASSOCIATES LLC | 13-2631108 | — | NONE | $44K | — |
| WAYNE KRZYSIAK | 45-5572011 | — | NONE | $35K | — |
| ALLSPRING COREPLUS | 94-3382001 | — | NONE | $35K | — |
| PIMCO | 33-0629048 | — | NONE | $28K | — |
| STEVE SHELTON | 30-1120175 | — | NONE | $28K | — |
| DOUGLAS HUNTER | 26-0698808 | — | NONE | $24K | — |
| STEPHEN GOLDMAN | — | JACKSONVILLE, FL | NONE | $23K | — |
| FEDERATED HERMES COREPLUS | 25-1111467 | — | NONE | $23K | — |
| STUART WOHL | — | PARKLAND, FL | NONE | $22K | — |
| GRANT THORNTON ADVISORS LLC | 99-1856619 | — | NONE | $20K | — |
| IAN D. LANOFF | 33-9329225 | — | NONE | $13K | — |
| TRUHEARING, INC. | 20-0415501 | — | NONE | $11K | — |
| ROBERT SCIOTTI | — | CLINTON TWP, MI | NONE | $8K | — |
Investments
13 direct securities · 7 pooled funds· $287.4M(24% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$205.1M
6 holdings
Uncategorized
$67.5M
13 holdings
103-12 Investment Entity
$14.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COMMON SHORT-TERM INVESTMENT FD NORTHERN TRUST INVESTMENTS, INC. · EIN 36-6452394 / PN 001 | Common Collective Trust | — | — | $109.3M | 9.1% | |
| COMMON SHORT-TERM INVESTMENT FUND | — | — | — | $40.4M | 3.4% | |
| NT COMMON S&P 500 INDEX FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138596 / PN 001 | Common Collective Trust | — | — | $40.4M | 3.4% | |
| NT COMMON ALL COUNTRY WORLD EX-US NORTHERN TRUST INVESTMENTS, INC. · EIN 26-6380133 / PN 001 | Common Collective Trust | — | — | $24.4M | 2.0% | |
| AON DIV ALT PORTFOLIO FUND AON HEWITT INVESTMENT CONSULTING, INC. · EIN 98-1090818 / PN 001 | 103-12 Investment Entity | — | — | $14.8M | 1.2% | |
| [DFE: NHIT HIGH YIELD FULL DISCRETION TRUST (extraction pending)] | — | — | — | $12.3M | 1.0% | |
| LOOMIS SAYLES HIGH YD FL DISC TRST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 003 | Common Collective Trust | — | — | $12.3M | 1.0% | |
| TCW CORPORATE BOND LP TCW ASSET MANAGEMENT COMPANY LLC · EIN 13-3749506 / PN 000 | Common Collective Trust | — | — | $11.6M | 1.0% | |
| NT COMMON RUSSEL 2000 INDEX FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6626214 / PN 001 | Common Collective Trust | — | — | $7.0M | 0.6% | |
| PIMCO Commodity Alpha Fund, Ltd. | — | — | $1.4M | $2.1M | 0.2% | |
| Graham Absolute Return, Ltd. | — | — | $1.4M | $2.0M | 0.2% | |
| MW Tops Fund | — | — | $1.1M | $2.0M | 0.2% | |
| OWS LSAR Offshore Fund, Ltd. | — | — | $1.5M | $1.6M | 0.1% | |
| Opti Opportunity CI Fund, Ltd. | — | — | $1.4M | $1.4M | 0.1% | |
| CC&L Q Global Equity Market Neutral Fund, Ltd. | — | — | $1.4M | $1.4M | 0.1% | |
| Kryger Event Fund Limited | — | — | $1.2M | $1.3M | 0.1% | |
| Man Alternative Risk Premia, SP | — | — | $987K | $1.2M | 0.1% | |
| CFM Institutional Systematic Trends, LP | — | — | $809K | $1.1M | <0.1% | |
| Systematica Liquid Multi Strategy ERISA Fund Limited | — | — | $568K | $578K | <0.1% | |
| Elementum NatCat Offshore Fund, Ltd. | — | — | $75K | $93K | <0.1% |