2023 Form 5500 filing — Group Retirement Income Plan No. 8
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011090556NAL0043118802001) for Group Retirement Income Plan No. 8, reported by Growmark Inc. under EIN 37-0815318 and plan number 002. It reports 4,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090556NAL0043118802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Growmark Inc.
- EIN
- 37-0815318
- Plan number
- 002
- Location
- Bloomington, IL
- Participants
- 4,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $667,622,286
- Total liabilities (EOY)
- $3,022,010
- Net assets (EOY)
- $664,600,276
- Employer contributions
- $19,000,000
- Total income / additions
- $64,801,941
- Benefits paid
- $46,761,920
- Administrative expenses
- $2,014,412
- Total expenses
- $48,776,332
- Net increase / (decrease)
- $16,025,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | NONE | $481,627 | not reported in the loaded dataset |
| Ubs Global Asset Management | NONE | $185,713 | not reported in the loaded dataset |
| Clarion Partners | NONE | $182,214 | not reported in the loaded dataset |
| Clarion Partners, LLC | NONE | $168,583 | not reported in the loaded dataset |
| Rreef America | NONE | $166,235 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $103,809 | $0 |
| Nisa Investment Advisors, LLC | NONE | $96,953 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $68,750 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $61,018 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $56,189 | not reported in the loaded dataset |
| Pacific Investment Management Co. | NONE | $18,625 | $0 |
| Rubinbrown Llp | NONE | $18,541 | not reported in the loaded dataset |