· 2022–2024 · DOL EFAST2

NAVARRO INSURANCE GROUP, L.P. — NAVARRO INSURANCE GROUP, L.P. PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20250131124314NAL0002427713001

NAVARRO INSURANCE GROUP, L.P.

Form 5500-SF

FILING_RECEIVED

NAVARRO INSURANCE GROUP, L.P. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 2.5 mo

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

90

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAVARRO INSURANCE GROUP, L.P..

Plan sponsor

Name

NAVARRO INSURANCE GROUP, L.P.

EIN

76-0603726all filings

Address

7155 OLD KATY RD. · SUITE N245 · HOUSTON, TX · 77024

Phone

(713) 463-8880

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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