Keystone Blind Association Employee Benefit Plan (501) — Form 5500 plan (Keystone Blind Association)

Plain-English plan 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, Keystone Blind Association Employee Benefit Plan (501) is a benefit plan reported by Keystone Blind Association under EIN 25-0969420 and plan number 501. The latest loaded filing year is 2023. The filing reports 47 participants and $201,360 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keystone Blind Association
EIN
25-0969420
Plan number
501
Plan type
2
Location
Hermitage, PA
Latest filing year
2023
Participants
47
End-of-year plan assets
$201,360

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347I, C20240924111952NAL0012879377001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$201,360
Total liabilities (EOY)
$49,065
Net assets (EOY)
$152,295
Net assets (BOY)
$20,448

Income & contributions

Employer contributions
$773,625
Participant contributions
$105,679
Total income / additions
$882,289

Expenses & distributions

Benefits paid
$343,603
Administrative expenses
$7,655
Total expenses
$750,442
Net increase / (decrease)
$131,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Djb GroupBROKER$16,590not reported in the loaded dataset2023
The Benecon Group LLCBROKER$14,247not reported in the loaded dataset2023
Highmark WestADMIN$7,655not reported in the loaded dataset2023
First National Insurance AgencyBROKER$5,880not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,021not reported in the loaded dataset2023

Related Form 5500 pages