Group Retirement Income Plan No. 8
Corporate pension, based in Bloomington, Illinois, reporting $680M in assets, for 3,753 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Wellington Trust Company no longer appears on Group Retirement Income Plan No. 8's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 1 more manager, 15 more commitments and 5 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Collective Russell 2000 Index Fund3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- NT Collective S&p 400 Index Fund Nl3 commitments
- Northern Trust Investments, Inc.15 commitments
- Wellington Trust Company1 commitment
- Barings LLC1 commitment
Relationship network
34 connected entities18 observed commitments7 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- U.S. Government securities 16.9%
- Other investments 8.9%
- Partnership/joint venture interests 25.0%
- Common/collective trusts 37.6%
- Registered investment companies 7.9%
- Real estate (other than employer real property) 3.2%
Consultants and advisers
- Marquette Associates Inc. Investment adviser (plan)General consultantthrough Dec 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Aon Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Northern Trust Investments, Inc.15 rows, latest Dec 31, 2024
- Wellington Trust Company1 row, latest Dec 31, 2022
- Barings LLC1 row, latest Dec 31, 2022
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Segall Bryant & Hamill LLCplan years
- Barings LLCplan years
- Pacific Investmt Management Co LLCplan years 2023
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceWellington Trust Company no longer appears on Group Retirement Income Plan No. 8's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedGroup Retirement Income Plan No. 8 funded ratio 110.2% -> 102.8% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceGroup Retirement Income Plan No. 8 no longer reports Segall Bryant & Hamill Intl Sm Cap (last held $13M at 2022-12-31; absent from the 2023-12-31 filing)with Segall Bryant & Hamill Quality Highaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceGroup Retirement Income Plan No. 8 no longer reports Barings Intl Small Cap Equity (Barings Collective Investment Trust) (last held $13M at 2022-12-31; absent from the 2023-12-31 filing)with Barings Collective Investment Trustaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceGroup Retirement Income Plan No. 8 no longer reports NT Collective Eafe Index Fund (Northern Trust Collective Eafe Inde) (last held $95M at 2022-12-31; absent from the 2023-12-31 filing)with Northern Trust Investments, Inc.askebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Collective Russell 2000 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $20.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $110M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 400 Index Fund Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $31.5M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,753 | $665M | $522M | 102.8% | $680M | $170M | Not disclosed | $21.6M |
| 2023 to Dec 31, 2023 | 4,013 | $649M | $518M | 110.2% | $668M | $163M | Not disclosed | $23.2M |
| 2022 to Dec 31, 2022 | 3,798 | $756M | $488M | 114.2% | $650M | $158M | Not disclosed | $26.7M |
- Nisa Investment Advisors, LLC codes 28 50 51 $15.6M PY2024
- AON Consulting codes 11 50 $475,633 PY2024
- Clarion Partners codes 28 50 51 $289,728 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Group Retirement Income Plan No. 8 sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+7 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+16 connections on the graph
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