Search public Form 5500 filings

15 results

Companies

planGraef Retirement Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Graef-Usa Inc.EIN: 39-1083592Plan: 001Participants: 401Assets: $71,558,268Location: Milwaukee, WILatest: 2023
planGraef EsopFinancial statementProvider compensation2023 filing
Sponsor: Graef-Usa Inc.EIN: 39-1083592Plan: 002Participants: 359Assets: $5,179,581Location: Milwaukee, WILatest: 2023
planGraef Health Insurance Plan2023 filing
Sponsor: Graef-Usa IncEIN: 39-1083592Plan: 505Participants: 269Assets: not reported in the loaded datasetLocation: Milwaukee, WILatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Graef Retirement Savings Plan
Sponsor: Graef-Usa Inc.EIN: 39-1083592Plan: 001Ack ID: 20241015145032NAL0028821809001
filing2023 Form 5500 — Graef Esop
Sponsor: Graef-Usa Inc.EIN: 39-1083592Plan: 002Ack ID: 20241015122051NAL0016367763001
filing2023 Form 5500 — Graef Health Insurance Plan
Sponsor: Graef-Usa IncEIN: 39-1083592Plan: 505Ack ID: 20241002154819NAL0015517824001