2023 Form 5500 filing — Keycorp Consolidated Cash Balance 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 20250715130713NAL0001324899002) for Keycorp Consolidated Cash Balance Plan, reported by Keycorp under EIN 34-6542451 and plan number 007. It reports 17,600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715130713NAL0001324899002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keycorp
- EIN
- 34-6542451
- Plan number
- 007
- Location
- Cleveland, OH
- Participants
- 17,600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $836,139,906
- Total liabilities (EOY)
- $340,928
- Net assets (EOY)
- $835,798,978
- Total income / additions
- $101,552,073
- Benefits paid
- $75,763,387
- Administrative expenses
- $3,195,490
- Total expenses
- $78,958,877
- Net increase / (decrease)
- $22,593,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | not reported in the loaded dataset | $920,629 | not reported in the loaded dataset |
| Callan LLC | not reported in the loaded dataset | $192,000 | not reported in the loaded dataset |
| Millman, Inc. | not reported in the loaded dataset | $136,200 | not reported in the loaded dataset |
| Aon Consulting Inc. | not reported in the loaded dataset | $127,029 | not reported in the loaded dataset |
| Blackrock Instutional Trust Company | not reported in the loaded dataset | $83,704 | not reported in the loaded dataset |
| Thompson Hine Llp | not reported in the loaded dataset | $25,829 | not reported in the loaded dataset |
| Meaden & Moore, Ltd. | not reported in the loaded dataset | $20,500 | not reported in the loaded dataset |