1 more adviser, 1 more manager and 19 more commitments

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Group Retirement Income Plan No.16

Corporate pension· Bloomington, Illinois

Corporate pension, based in Bloomington, Illinois, reporting $1.1B in assets, for 7,202 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$1.1B
Funded ratio
81.9%
Fund commitments
8
Managers
2
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Commitments (8)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Group Retirement Income Plan No.16 no longer reports Wtc-Ctf Emerging Markets Research E (Wellington Trust Company) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Group Retirement Income Plan No.16
Funds committed to
All 8
Managers
All 4
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$1.1B
Total assets, Dec 31, 2024 reported
Funded
81.9%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
8
2 managers on Schedule C
Plan sponsor: Growmark Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • U.S. Government securities 12.9%
  • Other investments 10.3%
  • Partnership/joint venture interests 21.1%
  • Common/collective trusts 46.1%
  • Registered investment companies 3.1%
  • Real estate (other than employer real property) 2.8%
Consultants and advisers
4 firms

+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
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

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From Schedule C (investment management, code 28)

+5 more Schedule C managers

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What changed
5 events
  • Dec 31, 2024Holding endedinference
    Group Retirement Income Plan No.16 no longer reports Wtc-Ctf Emerging Markets Research E (Wellington Trust Company) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)
    with Wellington Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Group Retirement Income Plan No.16 no longer reports Barings Intl Small Cap Equity (Barings Collective Investment Trust) (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)
    with Barings Collective Investment Trustaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Group Retirement Income Plan No.16 funded ratio 84.6% -> 81.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Group Retirement Income Plan No.16 funded ratio 107.0% -> 84.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Group Retirement Income Plan No.16 plan assets $1.1B -> $959M (-12.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
22 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$152M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 400 Index Fund Nlcollective trustNorthern Trust Investments, Inc.Pooled vehicles$54.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$187M heldDisclosed holdingaskebsa.dol.gov

+19 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
33 readings
Total assets
$1.1B Dec 31, 2024 reported Form 5500
$1.0B (2023-12) · $960M (2022-12)
Plan assets
$1.0B Jan 1, 2024 reported Form 5500
$959M (2023-01) · $1.1B (2022-01)
Net assets
$1.1B Dec 31, 2024 reported Form 5500
$1.0B (2023-12) · $959M (2022-12)
Funded ratio
81.9% Jan 1, 2024 reported Form 5500
84.6% (2023-01) · 107.0% (2022-01)
Funding target
$766M Jan 1, 2024 reported Form 5500
$752M (2023-01) · $695M (2022-01)
Discount rate
5.25% Jan 1, 2024 reported Form 5500
5.34% (2023-01) · 5.51% (2022-01)
Participants
7,202 Jan 1, 2024 reported Form 5500
7,404 (2023-01) · 6,801 (2022-01)
Contributions
$39.8M Dec 31, 2024 reported Form 5500
$41.2M (2023-12) · $43.3M (2022-12)
Benefits paid
$36.9M Dec 31, 2024 reported Form 5500
$64.3M (2023-12) · $32.5M (2022-12)
Net investment income
$53.2M Dec 31, 2024 reported Form 5500
$53.8M (2023-12) · -$140M (2022-12)
Investment management fees
$1.5M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,202$1.0B$766M81.9%$1.1B$226MNot disclosed$29.7M
2023 to Dec 31, 20237,404$959M$752M84.6%$1.0B$218MNot disclosed$31.8M
2022 to Dec 31, 20226,801$1.1B$695M107.0%$960M$212MNot disclosed$36.7M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+55 more service providers

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Provenance
Identifiers: EIN-PN 370815318-334
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

Group Retirement Income Plan No.16 sits on 10 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 10 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Funded status changed
    2023-01-01source

+2 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

+15 connections on the graph

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