Plan5500

The Graham Companies Pension Plan — Form 5500 plan (The Graham Companies)

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, The Graham Companies Pension Plan is a benefit plan reported by The Graham Companies under EIN 65-0127392 and plan number 001. The latest loaded filing year is 2023. The filing reports 532 participants and $42,093,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Graham Companies
EIN
65-0127392
Plan number
001
Plan type
3
Location
Miami Lakes, FL
Latest filing year
2023
Participants
532
End-of-year plan assets
$42,093,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023532H, C20251015215813NAL0005927697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,093,818
Total liabilities (EOY)
$0
Net assets (EOY)
$42,093,818
Net assets (BOY)
$36,772,837

Income & contributions

Employer contributions
$2,000,000
Total contributions
$2,000,000
Total income / additions
$7,852,186

Expenses & distributions

Benefits paid
$1,841,488
Administrative expenses
$689,717
Total expenses
$2,531,205
Net increase / (decrease)
$5,320,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell InvestmentsINVESTMENT MANAGEMENT$183,747not reported in the loaded dataset2023
Principal Financial GroupCONTRACT ADMINISTRATOR$71,900not reported in the loaded dataset2023
Bdo Usa, LlpACCOUNTANT$27,550not reported in the loaded dataset2023
Principal BankCUSTODIAN$17,387not reported in the loaded dataset2023

Related Form 5500 pages