Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRAEF-USA INC.
EIN 39-1083592constructionLatest filing 2024
Plans
3
Retirement
2
$83.6M assets
Welfare
1
$173K premiums
Participants
1,114
275 WEST WISCONSIN AVENUE, SUITE 300 - MILWAUKEE, WI 53203414-259-1500LinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $83.6M assets / 833 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- (Not disclosed)93%
- NEWPORT GROUP, INC.7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $173K premiums / 472 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$139K
- Short-term disability$139K
- Long-term disability$139K
- Other$139K
- Vision$33K
Carrier market share
Premium dollars by Schedule A carrier
81%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA81%
- NGL19%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRAEF RETIREMENT SAVINGS PLAN
401k
Assets$77.8M
Participants442
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GRAEF ESOP
ESOP
Assets$5.8M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
GRAEF HEALTH INSURANCE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$173K
Covered lives472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRAEF RETIREMENT SAVINGS PLAN | 401k | $77.8M | 442 | 2024 | |
| 002 | GRAEF ESOP | ESOP | $5.8M | 391 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | GRAEF HEALTH INSURANCE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $173K | 472 | 2024 |
Retirement plans
Welfare plans