2023 Form 5500 filing — Keystone Peer Review Organization, Inc. 401(K) Capital Accumulation 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 20241015132855NAL0028577681001) for Keystone Peer Review Organization, Inc. 401(K) Capital Accumulation Plan, reported by Keystone Peer Review Organization, Inc. under EIN 23-2348176 and plan number 001. It reports 1,820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132855NAL0028577681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keystone Peer Review Organization, Inc.
- EIN
- 23-2348176
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 1,820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,821,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,821,944
- Employer contributions
- $3,055,286
- Participant contributions
- $5,461,551
- Total income / additions
- $20,360,826
- Benefits paid
- $5,441,033
- Administrative expenses
- $237,707
- Total expenses
- $5,678,740
- Net increase / (decrease)
- $14,682,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $221,223 | $0 |
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $0 | $31,667 |
| Lifestyle Retirement Company | THIRD PARTY ADMINISTRATO | $0 | $29,947 |
| Morningstar Investment Management | SERVICE PROVIDER | $11,605 | not reported in the loaded dataset |
| Voya Retirement Advisors LLC | SERVICE PROVIDER | $8,420 | not reported in the loaded dataset |