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  2. Graef-USA Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Graef-USA Inc.

EIN 39-1083592-construction-Latest filing 2025
Plans
3
Retirement
2
$90.3M assets
Health & Benefits
1
$199K premiums
Participants
1,055
275 W. WISCONSIN AVE., SUITE 300 - MILWAUKEE, WI 53203414-259-1500LinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401(k)-$83.9M - 416 part#002ESOP-$6.4M - 353 part#505Mixed-$199K - 476 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $90.3M assets / 769 participants

Assets by plan

Share of aggregate retirement assets

  • GRAEF RETIREMENT Savings (#001)$83.9M
  • GRAEF ESOP (#002)$6.4M
Total $90.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • NEWPORT GROUP, INC.$83.9M
  • PRINCIPAL FINANCIAL GROUP$6.4M
Total $90.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • GRAEF RETIREMENT Savings (#001)416
  • GRAEF ESOP (#002)353
Total 769Select a row to open it

Benefits portfolio analytics

1 plan / $199K premiums / 476 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$165K
  • Short-term disability$165K
  • Long-term disability$165K
  • Other$165K
  • Vision$34K
Total $199K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

GRAEF RETIREMENT SAVINGS PLAN

401(k)

Assets$83.9M
Participants416
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

GRAEF ESOP

ESOP

Assets$6.4M
Participants353
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

GRAEF HEALTH INSURANCE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$199K
Covered lives476
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GRAEF RETIREMENT SAVINGS PLAN401(k)$83.9M4162025
#002GRAEF ESOPESOP$6.4M3532025
  • GRAEF RETIREMENT SAVINGS PLAN$83.9M
    #001 · 401(k) · 2025416
  • GRAEF ESOP$6.4M
    #002 · ESOP · 2025353

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505GRAEF HEALTH INSURANCE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$199K4762025
  • GRAEF HEALTH INSURANCE PLAN$199K
    #505 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025476
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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