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Original filing (PDF)20250814083813NAL0009477329001
DEERE & COMPANY
Form 5500
FILING_RECEIVED
JOHN DEERE HEALTH BENEFIT PLAN FOR RETIRED UNION EMPLOYEES
Health & welfare plan
Signals · 1
13 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 27 bps in Schedule C fees — 446% above peer band of 5 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEERE & COMPANY.
Plan sponsor
Name
DEERE & COMPANY
EIN
36-2382580
Address
ONE JOHN DEERE PLACE · MOLINE, IL · 61265
Phone
(309) 765-8000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
551
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE | 41-1289245 | — | NONE | $3.3M | — |
| ALIGHT | 82-1061233 | — | NONE | $1.4M | — |
| ALLSPRING | 86-3510848 | — | NONE | $737K | — |
| METLIFE INVESTMENT MANAGEMENT | 82-2405817 | — | NONE | $405K | — |
| BLACKROCK INSTITUTIONAL TRUST COMPA | 94-3112180 | — | NONE | $181K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $168K | — |
| DELOITTE | 13-3891517 | — | NONE | $132K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $71K | — |
| JDPT MANAGER, LLC | 80-0905495 | — | NONE | $65K | — |
| ALLSPRING | 86-3510848 | — | NONE | $15K | — |
| THE ALLIANCE | — | MADISON, WI | NONE | $13K | — |
| METLIFE INVESTMENT MANAGEMENT | 82-2405817 | — | NONE | $5K | — |
| JDPT MANAGER, LLC | 80-0905495 | — | NONE | -$997K | — |
Investments
6 pooled funds· $578.3M(29% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONG - TERM CREDIT BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3112180 / PN 001 | Common Collective Trust | $201.3M | 10.0% |
| RUSSELL 3000 INDEX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3304650 / PN 001 | Common Collective Trust | $157.2M | 7.8% |
| MSCI ACWI EX-US IMI INDEX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 30-0587660 / PN 001 | Common Collective Trust | $142.1M | 7.1% |
| EQUITY INDEX FUND B LENDABLE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3167617 / PN 001 | Common Collective Trust | $77.8M | 3.9% |
| MONEY MARKET FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 30-0587660 / PN 001 | Common Collective Trust | $5K | <0.1% |
| MSCI EQ INDEX FD B RUSSIA BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 30-0587660 / PN 001 | Common Collective Trust | $66 | <0.1% |