Keycorp 401k Savings Plan — Form 5500 plan (Keycorp)
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, Keycorp 401k Savings Plan is a benefit plan reported by Keycorp under EIN 34-6542451 and plan number 002. The latest loaded filing year is 2023. The filing reports 30,103 participants and $3,728,102,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keycorp
- EIN
- 34-6542451
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 30,103
- End-of-year plan assets
- $3,728,102,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,103 | H, C | 20240914162742NAL0006864707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,728,102,862
- Total liabilities (EOY)
- $1,118,646
- Net assets (EOY)
- $3,726,984,216
- Net assets (BOY)
- $3,268,620,575
Income & contributions
- Employer contributions
- $99,845,649
- Participant contributions
- $147,835,047
- Total contributions
- $268,303,989
- Total income / additions
- $853,951,592
Expenses & distributions
- Benefits paid
- $389,057,140
- Administrative expenses
- $6,357,687
- Total expenses
- $395,587,951
- Net increase / (decrease)
- $458,363,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,265,160 | $0 | 2023 |
| Strategic Advisors Inc. | ADVISOR | $1,066,700 | not reported in the loaded dataset | 2023 |
| T Rowe Price | INVESTMENT MGR | $1,056,882 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | INVESTMENT MGR | $974,304 | $0 | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MGR | $520,460 | $0 | 2023 |
| Pimco | INVESTMENT MGR | $288,187 | $0 | 2023 |
| The Northern Trust Company | TRUSTEE | $275,285 | $0 | 2023 |
| Meaden & Moore Ltd | AUDITOR | $30,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keycorp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors Inc. — Schedule C compensation
- T Rowe Price — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Pimco — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Meaden & Moore Ltd — Schedule C compensation