Original filing (PDF)20251013170508NAL0000857395001

W W GRAINGER INC

Name: W W GRAINGER INC — W W GRAINGER INC GROUP BENEFIT PLAN I, Form 5500 (2024)
Creator: W W GRAINGER INC

Form 5500

FILING_RECEIVED

W W GRAINGER INC GROUP BENEFIT PLAN I

Health & welfare plan

Signals · 4

Late participant contributions60% in single holding~116 bps in Sched C fees9 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$179.5M

Net assets (EOY)

$178.0M

How this plan invests

This plan

367 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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 80% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 541K (19% of contributions).
Total administrative cost in the bottom quartile of peers (3rd percentile).
Fragmented vendor stack (9 disclosed providers, 5 categories).

Helping the score

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 W W GRAINGER INC.

Plan sponsor

Name

W W GRAINGER INC

EIN

36-1150280all filings

Address

100 GRAINGER PARKWAY · LAKE FOREST, IL · 600455201

Phone

(847) 535-1096

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALIGHT SOLUTIONS LLC	82-1061233	—	NONE	$76K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
J.P. MORGAN INVESTMENT MANAGEMENT	13-3200244	—

Investments

367 direct securities· $166.1M(93% of reported assets)

Other securities

$105.3M

5 holdings

Bonds / Notes

$52.5M

320 holdings

Structured Credit (CLO/ABS)

$5.3M

33 holdings

U.S. Treasuries

$2.5M

6 holdings

Agency / Mortgage-Backed

$324K

2 holdings

Common Stocks

$108K

1 holding

					% of plan
Lincoln National	Other securities	—	$69.7M	$100.6M	56.1%
MFC JP MORGAN ETF TRUST HIGH YIELD MUNICIPAL ETF USD	Bonds / Notes	—	$7.8M	$6.8M	3.8%
MFO JPMORGAN TR II HIGH YIELD FD CL R6	Other securities	—	$2.9M	$2.7M	1.5%
US TREASURY N/B 4.25% 08-15-2054	U.S. Treasuries	—	$1.1M	$1.1M	0.6%
MFB NORTHERN INSTL FDS TREAS PORTFOLIO PREMIER CL	Other securities	—	$970K	$970K	0.5%
UTD STATES TREAS ZERO CPN 0% DUE 02-15-2051	Bonds / Notes	—	$1.6M	$770K	0.4%
AT&T INC 3.55% DUE 09-15-2055	Bonds / Notes	—	$947K	$695K	0.4%
UNITED STATES TREAS BDS DTD 00305 4.75% 05-15-2054	U.S. Treasuries	—	$702K	$667K	0.4%
COMCAST CORP NEW 2.937% 11-01-2056	Bonds / Notes	—	$1.0M	$614K	0.3%
UNITED STATES TREAS BDS 1.875% 11-15-2051	U.S. Treasuries	—	$641K	$566K	0.3%
BRISTOL MYERS FIXED 4.25% DUE 10-26-2049	Bonds / Notes	—	$844K	$527K	0.3%
WYETH NT 5.95 DUE 04-01-2037/03-27-2007 BEO	Other securities	—	$654K	$498K	0.3%
WELLS FARGO & CO 4.611% 04-25-2053	Bonds / Notes	—	$556K	$469K	0.3%
UTD MEXICAN STS TRANCHE # TR 00026 4.75 DUE 03-08-2044	Other securities	—	$644K	$432K	0.2%
WALMART INC 4.5% DUE 04-15-2053	Bonds / Notes	—	$452K	$418K	0.2%
REPUBLICA ORIENTAL DEL URUGUAY SR NT 5.1% DUE 06-18-2050 REG	Bonds / Notes	—	$639K	$413K	0.2%
MORGAN STANLEY 3.971% 07-22-2038	Bonds / Notes	—	$532K	$389K	0.2%
MICROSOFT CORP SR NT 2.5% 09-15-2050	Bonds / Notes	—	$408K	$385K	0.2%
ORACLE CORP 3.85% DUE 07-5-2036	Bonds / Notes	—	$517K	$384K	0.2%
WARNERMEDIA HLDGS INC 5.141% 03-15-2052	Bonds / Notes	—	$405K	$373K	0.2%
PAC GAS & ELEC CO FIXED 4.95% DUE 07-01-2050	Bonds / Notes	—	$452K	$360K	0.2%
EMERA US FIN LP 4.75% DUE 06-15-2046	Bonds / Notes	—	$505K	$346K	0.2%
AMAZON COM INC NT 3.1% 05-12-2051	Bonds / Notes	—	$407K	$340K	0.2%
VERIZON COMMUNICATIONS 3.7% DUE 03-22-2061 BEO	Bonds / Notes	—	$475K	$319K	0.2%
ENTERGY TEX RESTORATION FDG II LLC 3.697% 12-15-2036	Bonds / Notes	—	$350K	$317K	0.2%
BANK NOVA SCOTIA B C 5.65% 02-01-2034	Bonds / Notes	—	$310K	$316K	0.2%
BOEING CO 5.93% DUE 05-01-2060	Bonds / Notes	—	$410K	$312K	0.2%
BROADCOM INC 4.8% 10-15-2034	Bonds / Notes	—	$319K	$309K	0.2%
ENERGY TRANSFER 6.25% DUE 04-15-2049	Bonds / Notes	—	$305K	$304K	0.2%
AT&T INC 3.5% DUE 09-15-2053 REG	Bonds / Notes	—	$326K	$285K	0.2%
EXELON GENERATION SR NT 6.25% DUE 10-01-2039	Bonds / Notes	—	$334K	$282K	0.2%
SUNOCO LOGISTICS 5.3% DUE 04-01-2044	Bonds / Notes	—	$298K	$279K	0.2%
MASSACHUSETTS ST 2.9% 09-01-2049 BEO TAXABLE	Bonds / Notes	—	$438K	$271K	0.2%
NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY 5.458% 12-15-2031	Bonds / Notes	—	$267K	$268K	0.1%
NORFOLK SOUTHN CORP 4.15% 02-28-2048	Bonds / Notes	—	$410K	$268K	0.1%
PVTPL BROADCOM INC AVGO 3.187 11/15/36 3.187% DUE 11-15-2036/09-30-2021 BEO	Structured Credit (CLO/ABS)	—	$253K	$266K	0.1%
ANHEUSER-BUSCH COS LLC CORP 4.7% 02-01-2036	Bonds / Notes	—	$321K	$264K	0.1%
PVTPL CORPORACION NACIONAL DEL COBRE 6.3% 09-08-2053	Structured Credit (CLO/ABS)	—	$255K	$264K	0.1%
ABBVIE INC 4.25% DUE 11-21-2049 REG	Bonds / Notes	—	$382K	$264K	0.1%
SOUTHN CAL EDISON 5.55% DUE 01-15-2037	Bonds / Notes	—	$318K	$263K	0.1%
REYNOLDS AMERN INC FIXED 5.7% DUE 08-15-2035	Bonds / Notes	—	$306K	$260K	0.1%
ABBVIE INC 4.05% DUE 11-21-2039 REG	Bonds / Notes	—	$344K	$259K	0.1%
CHENIERE ENERGY FIXED 4% DUE 03-01-2031	Bonds / Notes	—	$256K	$259K	0.1%
BURL NORTHN SANTA 4.375% DUE 09-01-2042	Bonds / Notes	—	$367K	$256K	0.1%
BANK OF AMERICA CORPORATION 4.078% 04-23-2040	Bonds / Notes	—	$353K	$254K	0.1%
STATE OF ISRAEL BD 4.125% DUE 01-17-2048 REG	Bonds / Notes	—	$418K	$253K	0.1%
GOLDMAN SACHS 6.75% DUE 10-01-2037	Bonds / Notes	—	$321K	$253K	0.1%
SPRINT CAP CORP 8.75% DUE 03-15-2032	Bonds / Notes	—	$252K	$251K	0.1%
CONOCOPHILLIPS CO 5.55% 03-15-2054	Bonds / Notes	—	$259K	$251K	0.1%
PHILIP MORRIS INTL 6.375% DUE 05-16-2038	Bonds / Notes	—	$325K	$249K	0.1%

1–50 of 367

1 / 8

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Lincoln Financial$100.6M JPMorgan$9.5M Goldman Sachs$963K Wells Fargo / Allspring$772K Morgan Stanley$551K Empower / Great-West$147K MassMutual / MML$89K MetLife$68K

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