2023 Form 5500 filing — Keycorp Retiree Medical 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 20241015143602NAL0056706978002) for Keycorp Retiree Medical Plan, reported by Keycorp under EIN 34-6542451 and plan number 514. It reports 2,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143602NAL0056706978002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keycorp
- EIN
- 34-6542451
- Plan number
- 514
- Location
- Cleveland, OH
- Participants
- 2,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,345,235
- Total liabilities (EOY)
- $95,558
- Net assets (EOY)
- $39,249,677
- Employer contributions
- $58,498
- Participant contributions
- $1,011,096
- Total income / additions
- $8,002,932
- Benefits paid
- $4,449,844
- Administrative expenses
- $4,010,315
- Total expenses
- $8,460,159
- Net increase / (decrease)
- -$457,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight | not reported in the loaded dataset | $288,297 | not reported in the loaded dataset |
| Willis Towers Watson | not reported in the loaded dataset | $69,478 | not reported in the loaded dataset |
| United Healthcare | not reported in the loaded dataset | $36,103 | not reported in the loaded dataset |
| Evernorth Health (Express Scripts) | not reported in the loaded dataset | $10,794 | not reported in the loaded dataset |
| Callan LLC | not reported in the loaded dataset | $6,104 | not reported in the loaded dataset |