Graham Healthcare Group 401(K) Profit Sharing Plan — Form 5500 plan (Graham Health Services, LLC)
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 Healthcare Group 401(K) Profit Sharing Plan is a benefit plan reported by Graham Health Services, LLC under EIN 20-3608523 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,550 participants and $94,694,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graham Health Services, LLC
- EIN
- 20-3608523
- Plan number
- 001
- Plan type
- 3
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 3,550
- End-of-year plan assets
- $94,694,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,550 | H, C | 20241014100825NAL0014743347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,694,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,694,445
- Net assets (BOY)
- $70,153,357
Income & contributions
- Employer contributions
- $1,498,254
- Participant contributions
- $13,425,532
- Total contributions
- $18,077,062
- Total income / additions
- $31,415,521
Expenses & distributions
- Benefits paid
- $7,079,607
- Administrative expenses
- $344,608
- Total expenses
- $7,579,734
- Net increase / (decrease)
- $23,835,787
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $187,358 | $0 | 2023 |
| Alliancebernstein Lp | INVESTMENT ADVISOR | $90,669 | not reported in the loaded dataset | 2023 |
| Pentegra Services Inc. | CONTRACT ADMIN | $75,894 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,312 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Graham Health Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Pentegra Services Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation