2023 Form 5500 filing — The Graham Companies Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251015215813NAL0005927697001) for The Graham Companies Pension Plan, reported by The Graham Companies under EIN 65-0127392 and plan number 001. It reports 532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251015215813NAL0005927697001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Graham Companies
- EIN
- 65-0127392
- Plan number
- 001
- Location
- Miami Lakes, FL
- Participants
- 532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,093,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,093,818
- Employer contributions
- $2,000,000
- Total income / additions
- $7,852,186
- Benefits paid
- $1,841,488
- Administrative expenses
- $689,717
- Total expenses
- $2,531,205
- Net increase / (decrease)
- $5,320,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments | INVESTMENT MANAGEMENT | $183,747 | not reported in the loaded dataset |
| Principal Financial Group | CONTRACT ADMINISTRATOR | $71,900 | not reported in the loaded dataset |
| Bdo Usa, Llp | ACCOUNTANT | $27,550 | not reported in the loaded dataset |
| Principal Bank | CUSTODIAN | $17,387 | not reported in the loaded dataset |