401k Plan data: GRAHAM GROUP, INC. LIFE INSURANCE PLAN plan

GRAHAM GROUP, INC. LIFE INSURANCE PLAN 401k Plan overview

Plan Name	GRAHAM GROUP, INC. LIFE INSURANCE PLAN
Plan identification number	501

GRAHAM GROUP, INC. LIFE INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance

401k Sponsoring company profile

GRAHAM GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: GRAHAM GROUP, INC.

Employer identification number (EIN): 420867219

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAHAM GROUP, INC. LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2020-07-01 DAVID BRIDGEWATER 2021-11-20 DAVID BRIDGEWATER 2021-11-20
501 2020-07-01 DAVID BRIDGEWATER 2022-02-10
501 2019-07-01 DAVID BRIDGEWATER 2020-11-05 DAVID BRIDGEWATER 2020-11-05
501 2018-07-01 DAVID BRIDGEWATER 2020-01-10 DAVID BRIDGEWATER 2020-01-10
501 2017-07-01
501 2016-07-01
501 2015-07-01
501 2014-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2020-07-01	DAVID BRIDGEWATER	2021-11-20	DAVID BRIDGEWATER	2021-11-20
501	2020-07-01	DAVID BRIDGEWATER	2022-02-10
501	2019-07-01	DAVID BRIDGEWATER	2020-11-05	DAVID BRIDGEWATER	2020-11-05
501	2018-07-01	DAVID BRIDGEWATER	2020-01-10	DAVID BRIDGEWATER	2020-01-10
501	2017-07-01
501	2016-07-01
501	2015-07-01
501	2014-07-01

Plan Statistics for GRAHAM GROUP, INC. LIFE INSURANCE PLAN

401k plan membership statisitcs for GRAHAM GROUP, INC. LIFE INSURANCE PLAN

Measure Date Value
2020: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 47
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 42
Total of all active and inactive participants 2020-07-01 42
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
2019: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 97
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 47
Total of all active and inactive participants 2019-07-01 47
2018: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 95
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 97
Total of all active and inactive participants 2018-07-01 97
2017: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 98
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 95
Total of all active and inactive participants 2017-07-01 95
2016: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 101
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 98
Total of all active and inactive participants 2016-07-01 98
2015: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 100
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 101
Total of all active and inactive participants 2015-07-01 101
2014: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 101
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 100
Total of all active and inactive participants 2014-07-01 100

Measure	Date	Value
2020: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	47
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	42
Total of all active and inactive participants	2020-07-01	42
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
2019: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	97
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	47
Total of all active and inactive participants	2019-07-01	47
2018: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	95
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	97
Total of all active and inactive participants	2018-07-01	97
2017: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	98
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	95
Total of all active and inactive participants	2017-07-01	95
2016: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	101
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	98
Total of all active and inactive participants	2016-07-01	98
2015: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	100
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	101
Total of all active and inactive participants	2015-07-01	101
2014: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	101
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	100
Total of all active and inactive participants	2014-07-01	100

Form 5500 Responses for GRAHAM GROUP, INC. LIFE INSURANCE PLAN

2020: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	Yes
2020-07-01	This submission is the final filing	Yes
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: GRAHAM GROUP, INC. LIFE INSURANCE PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

39411

Policy instance

Insurance contract or identification number	39411
Number of Individuals Covered	42
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $946
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $564
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

39411

Policy instance

Insurance contract or identification number	39411
Number of Individuals Covered	47
Insurance policy start date	2020-07-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,018
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $4,037
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $1,018
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

39411

Policy instance

Insurance contract or identification number	39411
Number of Individuals Covered	47
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1,412
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $14,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,412
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

39411

Policy instance

Insurance contract or identification number	39411
Number of Individuals Covered	97
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,506
Total amount of fees paid to insurance company	USD $233
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $15,063
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,506
Amount paid for insurance broker fees	233
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

39411

Policy instance

Insurance contract or identification number	39411
Number of Individuals Covered	95
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $1,454
Total amount of fees paid to insurance company	USD $322
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $14,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

39411

Policy instance

Insurance contract or identification number	39411
Number of Individuals Covered	101
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $745
Total amount of fees paid to insurance company	USD $16
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $7,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $745
Insurance broker organization code?	3
Amount paid for insurance broker fees	16
Additional information about fees paid to insurance broker	BONUS
Insurance broker name	UNITED BENEFITS ADVISORS INC

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

039411

Policy instance

Insurance contract or identification number	039411
Number of Individuals Covered	100
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $856
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $856
Insurance broker organization code?	3
Insurance broker name	FRANK BERLIN & ASSOCIATES, LLC

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Company Name:	GRAHAM GROUP, INC.
Employer identification number (EIN):	420867219
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)