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Original filing (PDF)20251008154932NAL0006089153001
GROWMARK INC.
Form 5500
FILING_RECEIVED
GROUP RETIREMENT INCOME PLAN NO. 8
Defined-benefit pension plan
Signals · 4
67% in single holding~255 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
1,805
Accounts w/ balance
—
Plan assets (EOY)
$680.4M
Net assets (EOY)
$676.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- Top holding "Shares/Par Value 02-15-204702-15-2054" is 67% of plan.
- 255 bps in Schedule C fees — 4150% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROWMARK INC..
Plan sponsor
Name
GROWMARK INC.
EIN
37-0815318
Address
1705 TOWANDA AVENUE · BLOOMINGTON, IL · 61701
Phone
(309) 557-6125
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
GROUP RETIREMENT INCOME PLAN NO. 8 ADMINISTRATIVE COMMITTEE
EIN
37-0815318
City
BLOOMINGTON, IL
Phone
(309) 557-6125
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBIN BROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $129K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | 48-1140940 | — | NONE | $15.6M | — |
| AON CONSULTING | 22-2232264 | — | NONE | $476K | — |
| CLARION PARTNERS | 20-5016401 | — | NONE | $290K | — |
| UBS GLOBAL ASSET MANAGEMENT | 36-3718331 | — | NONE | $233K | — |
| RREEF AMERICA | 94-2753537 | — | NONE | $208K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $198K | — |
| PACIFIC INVESTMENT MANAGEMENT CO. | 33-0629048 | — | NONE | $121K | — |
| MARQUETTE ASSOCIATES, INC. | 36-3485298 | — | NONE | $68K | — |
| RUBINBROWN LLP | 43-0765316 | — | NONE | $19K | — |
Investments
2 direct securities · 5 pooled funds· $255.9M(38% 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.
Common Collective Trust
$255.9M
5 holdings
Uncategorized
$30K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COLLECTIVE S&P 500 INDEX FUND NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $109.8M | 16.1% | |
| COLLECTIVE ALL COUNTRY WORLD EX-US NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $86.0M | 12.6% | |
| NT COLLECTIVE S&P 400 INDEX FUND NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 004 | Common Collective Trust | — | — | $31.5M | 4.6% | |
| NT COLLECTIVE RUSSELL 2000 IND FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 096 | Common Collective Trust | — | — | $20.8M | 3.1% | |
| NTGI COLLECTIVE GOVERNMENT STIF REG NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $7.8M | 1.1% | |
| Shares/Par Value 02-15-204702-15-2054 | — | — | — | $20K | <0.1% | |
| Historical Cost Generated by Northern Trust from periodic data on 25 Feb 25 985,000.000 | — | — | $985K | $10K | <0.1% |