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Sponsor portfolioTH

THE GRAHAM COMPANIES

EIN 65-0127392-real estate-Latest filing 2025
Plans
3
Retirement
2
$66.8M assets
Welfare
1
$336K premiums
Participants
1,119
6843 MAIN ST - MIAMI LAKES, FL 330142048305-821-1130miamilakes.comLinkedIn201-500 employeesreal estate
Plans on this EIN
3 filings
#001TraditionalDB-$43.7M - 530 part#002401k-$23.2M - 373 part#502Mixed-$336K - 214 lives

Retirement portfolio analytics

2 plans aggregated / $66.8M assets / 903 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • GRAHAM COMPANIES PENSION (#001)65%
  • GRAHAM COMPANIES 401(K) (#002)35%
Total $66.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GRAHAM COMPANIES PENSION (#001)530
  • GRAHAM COMPANIES 401(K) (#002)373
Total 903Click row to drill in

Benefits portfolio analytics

1 plan / $336K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$272K
  • Short-term disability$272K
  • Long-term disability$272K
  • Other$272K
  • Dental$53K
  • Vision$11K
Total $336K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • HARTFORD LIFE AND ACCIDENT81%
  • SUN LIFE ASSURANCE COMPANY OF CANADA16%
  • AETNA LIFE INSURANCE COMPANY3%
Total $336K3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • JENNINGS INSURANCE SERVICES65%
  • LOCKTON COMPANIES, LLC35%
Total $3K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE GRAHAM COMPANIES PENSION PLAN

TraditionalDB

Assets$43.7M
Participants530
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE GRAHAM COMPANIES 401(K) PLAN

401k

Assets$23.2M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE GRAHAM COMPANIES FLEX CARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$336K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE GRAHAM COMPANIES PENSION PLANTraditionalDB$43.7M5302024
002THE GRAHAM COMPANIES 401(K) PLAN401k$23.2M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE GRAHAM COMPANIES FLEX CARE PLANMixedHARTFORD LIFE AND ACCIDENT$336K2142025
Retirement plans
Welfare plans
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