2023 Form 5500 filing — Keycorp 401k Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240914162742NAL0006864707001) for Keycorp 401k Savings Plan, reported by Keycorp under EIN 34-6542451 and plan number 002. It reports 30,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240914162742NAL0006864707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keycorp
- EIN
- 34-6542451
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 30,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,728,102,862
- Total liabilities (EOY)
- $1,118,646
- Net assets (EOY)
- $3,726,984,216
- Employer contributions
- $99,845,649
- Participant contributions
- $147,835,047
- Total income / additions
- $853,951,592
- Benefits paid
- $389,057,140
- Administrative expenses
- $6,357,687
- Total expenses
- $395,587,951
- Net increase / (decrease)
- $458,363,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,265,160 | $0 |
| Strategic Advisors Inc. | ADVISOR | $1,066,700 | not reported in the loaded dataset |
| T Rowe Price | INVESTMENT MGR | $1,056,882 | not reported in the loaded dataset |
| Jennison Associates LLC | INVESTMENT MGR | $974,304 | $0 |
| Blackrock Institutional Trust Co | INVESTMENT MGR | $520,460 | $0 |
| Pimco | INVESTMENT MGR | $288,187 | $0 |
| The Northern Trust Company | TRUSTEE | $275,285 | $0 |
| Meaden & Moore Ltd | AUDITOR | $30,480 | not reported in the loaded dataset |