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Form 5500 · Retirement plan · BATAVIA, NY

GRAHAM CORPORATION

The filing calls this plan RETIREMENT INCOME PLAN OF GRAHAM CORPORATION.

GRAHAM CORPORATION of BATAVIA, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-1194720 · plan 001 · plan year 2024, filed Sep 19, 2025

Participants at the start of the year
140
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY—30December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
VP OF FINANCE & ADMINISTRATION/CFO, GRAHAM CORPORATION
EIN 16-1194720
BURKE GROUP NOW PART OF USI
Named on Schedule C · EIN 06-1053228
$94,521
paid directly by the plan
SAGEVIEW ADVISORY GROUP, LLC
Named on Schedule C · EIN 33-0818667
$35,000
paid directly by the plan
VANGUARD FIDUCIARY TRUST COMPANY
Named on Schedule C · EIN 23-2186884
$16,693
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 397 employees, 22 recordable cases, 74 days away from work.

EmployeesThe company's own average for the year
397
Hours worked
746,091
Recordable cases
22
Days away from work
74

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$30,816,716
Paid out in benefits
$2,349,476
Participants at the start of the year
140

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$14,000

From Schedule H of this filing.

Other plans filed by this employer

Employee Benefits PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Incentive Savings PlanForm 5500 filing · no insured Schedule A contracts

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