William A Graham Company
Philadelphia, PA
William A Graham Company of Philadelphia, PA is the broker of record on 17 Form 5500 Schedule A filings covering 17 employer benefit plans across 5 states, with $113,760 in reported broker commissions (plan year 2024).
Quick answer
William A Graham Company (Philadelphia, PA) is the broker of record for 17 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does William A Graham Company have?
- William A Graham Company is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 5 states.
- Who are William A Graham Company's largest employer clients?
- By plan participants, the largest include Dungarvin, Inc. (4,765 participants), Jdk Management Co., L.P. (2,775 participants) and Umh Management Services Corp. (741 participants).
- How much does William A Graham Company earn in commissions?
- Insurers reported $113,760 in broker commissions and $1,233 in fees paid to William A Graham Company for plan year 2024, per Schedule A Part 1.
- Where is William A Graham Company located?
- William A Graham Company is based in Philadelphia, PA and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming William A Graham Company on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Dungarvin, Inc. | MN | 4,765 | 2025-08-31 |
| Jdk Management Co., L.P. | PA | 2,775 | 2024-12-31 |
| Umh Management Services Corp. | NY | 741 | 2024-12-31 |
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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.