form5500lookup

Form 5500 · Retirement plan · TROY, MI

GRAHAM HEALTH SERVICES, LLC

The filing calls this plan GRAHAM HEALTHCARE GROUP 401(K) PROFIT SHARING PLAN.

GRAHAM HEALTH SERVICES, LLC of TROY, MI's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. 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
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3608523 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
4,041
Contracts on file
1
Contract value
$903,894
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 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $903,894 at the end of the plan year, as reported on Schedule A.

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
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC173December$903,894$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
PENTEGRA SERVICES, INC.
EIN 13-3745616

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$117,307,375
Paid out in benefits
$9,532,729
Participants at the start of the year
4,041
Participants with account balances
3,008

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

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

More employer plans in Michigan — largest plans, brokers, carriers and renewal months.