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Sponsor portfolio

GRAHAM GROUP US

EIN 91-1568578-construction-Latest filing 2025
Plans
2
Retirement
1
$58.3M assets
Welfare
1
$458K premiums
Participants
512
411 1ST AVENUE SOUTH, #320 - SEATTLE, WA 98104403-570-5181LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$58.3M - 350 part#503Mixed-$458K - 389 lives

Benefits portfolio analytics

1 plan / $458K premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • Other$220K
  • Dental$211K
  • Vision$27K
Total $458K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA48%
  • DELTA DENTAL OF CALIFORNIA46%
  • VISION SERVICE PLAN6%
  • TELUS HEALTH (US) LTD.0%
Total $458K4 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • CONNEXION INSURANCE SOLUTIONS49%
  • HUB INTERNATIONAL MIDWEST LIMITED36%
  • WATCHTOWER BENEFITS, LLC15%
  • WATCHTOWER TECHNOLOGIES INC1%
Total $23K4 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

GRAHAM GROUP US 401(K) PLAN

401k

Assets$58.3M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GRAHAM GROUP US WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$458K
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GRAHAM GROUP US 401(K) PLAN401k$58.3M3502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GRAHAM GROUP US WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$458K3892025
Retirement plans
Welfare plans
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