Group Retirement Income Plan No.16 — 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.16 is a benefit plan reported by Growmark Inc. under EIN 37-0815318 and plan number 334. The latest loaded filing year is 2023. The filing reports 7,404 participants and $1,016,229,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Growmark Inc.
EIN
37-0815318
Plan number
334
Plan type
3
Location
Bloomington, IL
Latest filing year
2023
Participants
7,404
End-of-year plan assets
$1,016,229,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,404H, C20241011090756NAL0012310675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,016,229,629
Total liabilities (EOY)
$3,688,151
Net assets (EOY)
$1,012,541,478
Net assets (BOY)
$958,702,870

Income & contributions

Employer contributions
$41,225,242
Total contributions
$41,225,242
Total income / additions
$119,781,991

Expenses & distributions

Benefits paid
$64,260,596
Administrative expenses
$1,682,787
Total expenses
$65,943,383
Net increase / (decrease)
$53,838,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Global Asset ManagementNONE$246,217not reported in the loaded dataset2023
Clarion PartnersNONE$243,052not reported in the loaded dataset2023
Rreef AmericaNONE$228,464not reported in the loaded dataset2023
Clarion Partners, LLCNONE$224,785not reported in the loaded dataset2023
Aon ConsultingNONE$211,882not reported in the loaded dataset2023
The Northern Trust CompanyTRUSTEE$142,804$02023
Nisa Investment Advisors LLCNONE$116,388not reported in the loaded dataset2023
Wellington Trust CompanyNONE$108,833not reported in the loaded dataset2023
Jp Morgan Investment Management IncNONE$74,483not reported in the loaded dataset2023
Marquette Associates, Inc.NONE$68,750not reported in the loaded dataset2023
Rubinbrown LlpNONE$33,366not reported in the loaded dataset2023

Related Form 5500 pages