Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Mary Lou Graham

Oxnard, CA

Mary Lou Graham of Oxnard, CA is the broker of record on 7 Form 5500 Schedule A filings covering 5 employer benefit plans, with $242 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$242
plan year 2025

Quick answer

Mary Lou Graham (Oxnard, CA) is the broker of record for 5 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mary Lou Graham have?
Mary Lou Graham is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
Who are Mary Lou Graham's largest employer clients?
By plan participants, the largest include Grimmway Enterprises, Inc. (1,477 participants), Sunrise Brands LLC (292 participants) and Hollandia Produce, Lp (120 participants).
How much does Mary Lou Graham earn in commissions?
Insurers reported $242 in broker commissions paid to Mary Lou Graham for plan year 2025, per Schedule A Part 1.
Where is Mary Lou Graham located?
Mary Lou Graham is based in Oxnard, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mary Lou Graham on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Grimmway Enterprises, Inc.CA1,4772025-05-31
Sunrise Brands LLCCA2922025-12-31
Hollandia Produce, LpCA1202024-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in California

All brokers in California →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.