Original filing (PDF)20250902123909NAL0008442531001

GRINNELL MUTUAL REINSURANCE COMPANY

Name: GRINNELL MUTUAL REINSURANCE COMPANY — GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN, Form 5500 (2024)
Creator: GRINNELL MUTUAL REINSURANCE COMPANY

Form 5500

FILING_RECEIVED

GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

743

Accounts w/ balance

874

Plan assets (EOY)

$151.7M

Net assets (EOY)

$151.7M

How this plan invests

This plan

11 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRINNELL MUTUAL REINSURANCE COMPANY.

Plan sponsor

Name

GRINNELL MUTUAL REINSURANCE COMPANY

EIN

42-0245990

Address

4215 HIGHWAY 146 · GRINNELL, IA · 50112

Phone

(641) 269-8647

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$68K	—

Investments

32 direct securities · 11 pooled funds· $171.5M(100% 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.

Other securities

$95.6M

25 holdings

Common Collective Trusts

$33.6M

4 holdings

Common Collective Trust

$22.7M

9 holdings

Common Stock

$14.6M

2 holdings

Participant loans

$2.6M

1 holding

Pooled Separate Account

$2.4M

2 holdings

					% of plan
Amer Century Sml Cap Val R6 Fd	Other securities	—	—	$16.9M	11.1%
Prin/BR Agg Bd Index CIT TR	Common Collective Trusts	—	—	$16.3M	10.8%
Prin/BR S&P 500 Index CIT TR	Common Collective Trusts	—	—	$16.2M	10.7%
Amer Funds Amer Bal R6 Fd	Other securities	—	—	$13.3M	8.7%
Prin SmCap S&P 600 Index SA-Z	Common Stock	—	—	$12.8M	8.5%
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	—	—	$12.8M	8.5%
Am Fds 2065 Trgt Dte Rtm R6 Fd	Other securities	—	—	$12.5M	8.2%
PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	—	—	$5.3M	3.5%
Galliard Stable Return PN	Other securities	—	—	$5.1M	3.4%
JP Morgan Sm Cp Growth R6 Fund	Other securities	—	—	$4.8M	3.2%
Dodge & Cox Income X Fund	Other securities	—	—	$4.4M	2.9%
Am Fds 2060 Trgt Dte Rtm R6 Fd	Other securities	—	—	$4.2M	2.8%
Am Fds 2015 Trgt Dte Rtm R6 Fd	Other securities	—	—	$3.9M	2.6%
American Fds WshMut Inv R6 Fd	Other securities	—	—	$3.8M	2.5%
Am Fds 2025 Trgt Dte Rtm R6 Fd	Other securities	—	—	$3.7M	2.4%
Am Fds 2050 Trgt Dte Rtm R6 Fd	Other securities	—	—	$3.2M	2.1%
Am Fds 2040 Trgt Dte Rtm R6 Fd	Other securities	—	—	$2.7M	1.8%
Participant Loans	Participant loans	—	—	$2.6M	1.7%
Am Fds 2020 Trgt Dte Rtm R6 Fd	Other securities	—	—	$2.5M	1.7%
Vgd Ttl Intl Stk Idx Adm Fd	Other securities	—	—	$2.2M	1.5%
Am Fds 2035 Trgt Dte Rtm R6 Fd	Other securities	—	—	$1.9M	1.2%
Fidelity Adv Gov't Inc I Fund	Common Stock	—	—	$1.7M	1.1%
Am Fds 2045 Trgt Dte Rtm R6 Fd	Other securities	—	—	$1.6M	1.1%
Am Fds 2030 Trgt Dte Rtm R6 Fd	Other securities	—	—	$1.5M	1.0%
Vanguard Ttl Bd Mkt Idx Adm Fd	Other securities	—	—	$1.5M	1.0%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$1.2M	0.8%
JP Morgan Large Cap Gr R6 Fd	Other securities	—	—	$1.2M	0.8%
Vanguard Instl Idx Instl Fund	Other securities	—	—	$1.2M	0.8%
PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	—	—	$1.2M	0.8%
Am Fds 2055 Trgt Dte Rtm R6 Fd	Other securities	—	—	$1.1M	0.8%
JP Morgan Mid Cap Value R6 Fd	Other securities	—	—	$1.0M	0.7%
PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001	Common Collective Trust	—	—	$1.0M	0.7%
PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	—	—	$931K	0.6%
PRIN MIDCAP SEP ACCT-Z	Other securities	—	—	$931K	0.6%
PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001	Common Collective Trust	—	—	$908K	0.6%
SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001	Common Collective Trust	—	—	$671K	0.4%
Prin/BR Intl Eq Indx CIT TR	Common Collective Trusts	—	—	$597K	0.4%
Prin/BR S&P Mid Index CIT TR	Common Collective Trusts	—	—	$468K	0.3%
Am Fds 2010 Trgt Dte Rtm R6 Fd	Other securities	—	—	$407K	0.3%
PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001	Common Collective Trust	—	—	$398K	0.3%
PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001	Common Collective Trust	—	—	$365K	0.2%
PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001	Common Collective Trust	—	—	$276K	0.2%
Am Fds EuroPacific Grth R6 Fd	Other securities	—	—	$4K	<0.1%