How big is The Navigators' plan?

The Navigators' plan reported $120.7M in assets and 2,280 participants for 2024.

Original filing (PDF)20251013114524NAL0000559747001

The Navigators

Name: The Navigators — Navigators 403(b) Supplemental, Form 5500 (2024)
Creator: The Navigators
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Navigators 403(b) Supplemental Retirement Plan

403(b) retirement plan · The Navigators' Navigators 403(b) Supplemental Retirement Plan held $120.7M in plan assets for 2,280 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

2,280

Accounts w/ balance

2,169

Plan assets (EOY)

$120.7M

Net assets (EOY)

$120.7M

People on this filing

Paul Galliart signed The Navigators' 2024 Form 5500 as plan administrator.

Paul Galliart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Navigators' EIN is 84-6007896.

EIN 84-6007896

Plan number 002

Plan year 2024

ACK ID 20251013114524NAL0000559747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Navigators from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Navigators' plan includes automatic enrollment, a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE NAVIGATORS.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

THE NAVIGATORS

EIN

all filings

Address

3820 NORTH 30TH · P.O. BOX 6000 · COLORADO SPRINGS, CO · 809340001

Phone

(719) 598-1212

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

BIGGSKOFFORD, P.C.

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$68K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COOK STREET CONSULTING, INC	84-0854432	—	CONSULTANT	$40K	—
STRATEGIC ADVISORS, INC.

Investments

33 direct securities· $120.7M(100% of reported assets)

Mutual Funds

$101.2M

27 holdings

Common Collective Trusts

$10.4M

1 holding

Other securities

$4.8M

2 holdings

Self-Directed Brokerage

$3.4M

1 holding

Common Stocks

$899K

1 holding

Cash / Money Market

$4K

1 holding

					% of plan
Fidelity Growth Company K6 Mutual fund	Mutual Funds	—	—	$22.4M	18.6%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$10.4M	8.6%
T Rowe Price Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$8.2M	6.8%
T Rowe Price Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$6.4M	5.3%
T Rowe Price Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$5.9M	4.9%
Money market funds Vanguard Treasury Money Market Fund Money market funds	Mutual Funds	—	—	$5.6M	4.6%
T Rowe Price Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$5.5M	4.6%
T Rowe Price Retirement 2020 Fund Mutual fund	Mutual Funds	—	—	$5.2M	4.3%
T Rowe Price Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$4.7M	3.9%
T Rowe Price Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$4.6M	3.8%
T Rowe Price Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$4.4M	3.6%
T Rowe Price Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$4.2M	3.5%
Vanguard Equity Income Admiral Fund Mutual fund	Mutual Funds	—	—	$3.8M	3.1%
Fidelity Extended Market Index Mutual fund	Mutual Funds	—	—	$3.6M	2.9%
Self-directed accounts Self-directed brokerage	Self-Directed Brokerage	—	—	$3.4M	2.8%
American Funds EuroPacific Growth Fund R6 Mutual fund	Mutual Funds	—	—	$2.9M	2.4%
TCW MetWest Total Return Bond Fund Mutual fund	Other securities	—	—	$2.8M	2.4%
T Rowe Price Retirement 2015 Fund Mutual fund	Mutual Funds	—	—	$2.8M	2.3%
Vanguard Target Retirement Income Mutual fund	Mutual Funds	—	—	$2.7M	2.2%
Hood River Small-Cap Growth Investor Mutual fund	Other securities	—	—	$2.0M	1.7%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$1.9M	1.6%
Fidelity Total International Index Mutual fund	Mutual Funds	—	—	$1.7M	1.4%
T Rowe Price Short-Term Bond Mutual fund	Mutual Funds	—	—	$1.2M	1.0%
T Rowe Price Retirement 2005 Fund Mutual fund	Mutual Funds	—	—	$1.1M	0.9%
Group annuity contract Metropolitan Life Insurance Company Group annuity contract	Common Stocks	—	—	$899K	0.7%
Fidelity Small Cap Discovery Mutual fund	Mutual Funds	—	—	$711K	0.6%
Fidelity Inflation Protected Bond Index Mutual fund	Mutual Funds	—	—	$350K	0.3%
T Rowe Price Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$321K	0.3%
Fidelity cash reserves Money market funds	Mutual Funds	—	—	$321K	0.3%
PIMCO High Yield Institutional Fund Mutual fund	Mutual Funds	—	—	$315K	0.3%
Vanguard Total Institutional Bond Index Admiral Mutual fund	Mutual Funds	—	—	$277K	0.2%
DFA Global Real Estate Securities Mutual fund	Mutual Funds	—	—	$166K	0.1%
Non-interest bearing cash Non-interest bearing cash	Cash / Money Market	—	—	$4K	<0.1%