Graham Holdings Company Retiree Medical Expense Plan — Form 5500 plan (Graham Holdings Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Graham Holdings Company Retiree Medical Expense Plan is a benefit plan reported by Graham Holdings Company under EIN 53-0182885 and plan number 537. The latest loaded filing year is 2023. The filing reports 308 participants and $116,176 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Graham Holdings Company
EIN
53-0182885
Plan number
537
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
308
End-of-year plan assets
$116,176

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241007144102NAL0026438304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,176
Total liabilities (EOY)
$116,176
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Employer contributions
$221,744
Participant contributions
$1,305,617
Total contributions
$1,527,361
Total income / additions
$1,532,717

Expenses & distributions

Benefits paid
$1,461,455
Administrative expenses
$71,262
Total expenses
$1,532,717
Net increase / (decrease)
$0

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aetna, Inc.NONE$732,231not reported in the loaded dataset2023

Related Form 5500 pages