Group Retirement Income Plan No. 8 — Form 5500 plan (Growmark Inc.)
Plain-English plan 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, Group Retirement Income Plan No. 8 is a benefit plan reported by Growmark Inc. under EIN 37-0815318 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,013 participants and $667,622,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Growmark Inc.
- EIN
- 37-0815318
- Plan number
- 002
- Plan type
- 2
- Location
- Bloomington, IL
- Latest filing year
- 2023
- Participants
- 4,013
- End-of-year plan assets
- $667,622,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,013 | H, C | 20241011090556NAL0043118802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $667,622,286
- Total liabilities (EOY)
- $3,022,010
- Net assets (EOY)
- $664,600,276
- Net assets (BOY)
- $648,574,667
Income & contributions
- Employer contributions
- $19,000,000
- Total contributions
- $19,000,000
- Total income / additions
- $64,801,941
Expenses & distributions
- Benefits paid
- $46,761,920
- Administrative expenses
- $2,014,412
- Total expenses
- $48,776,332
- Net increase / (decrease)
- $16,025,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $481,627 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | NONE | $185,713 | not reported in the loaded dataset | 2023 |
| Clarion Partners | NONE | $182,214 | not reported in the loaded dataset | 2023 |
| Clarion Partners, LLC | NONE | $168,583 | not reported in the loaded dataset | 2023 |
| Rreef America | NONE | $166,235 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $103,809 | $0 | 2023 |
| Nisa Investment Advisors, LLC | NONE | $96,953 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $68,750 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $61,018 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $56,189 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | NONE | $18,625 | $0 | 2023 |
| Rubinbrown Llp | NONE | $18,541 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Growmark Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bloomington, IL
- Aon Consulting — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Clarion Partners — Schedule C compensation
- Clarion Partners, LLC — Schedule C compensation
- Rreef America — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation