Keycorp Consolidated Cash Balance 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 Consolidated Cash Balance Plan is a benefit plan reported by Keycorp under EIN 34-6542451 and plan number 007. The latest loaded filing year is 2023. The filing reports 17,600 participants and $836,139,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keycorp
- EIN
- 34-6542451
- Plan number
- 007
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 17,600
- End-of-year plan assets
- $836,139,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,600 | H, C | 20250715130713NAL0001324899002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $836,139,906
- Total liabilities (EOY)
- $340,928
- Net assets (EOY)
- $835,798,978
- Net assets (BOY)
- $813,205,782
Income & contributions
- Total income / additions
- $101,552,073
Expenses & distributions
- Benefits paid
- $75,763,387
- Administrative expenses
- $3,195,490
- Total expenses
- $78,958,877
- Net increase / (decrease)
- $22,593,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | not reported in the loaded dataset | $920,629 | not reported in the loaded dataset | 2023 |
| Callan LLC | not reported in the loaded dataset | $192,000 | not reported in the loaded dataset | 2023 |
| Millman, Inc. | not reported in the loaded dataset | $136,200 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | not reported in the loaded dataset | $127,029 | not reported in the loaded dataset | 2023 |
| Blackrock Instutional Trust Company | not reported in the loaded dataset | $83,704 | not reported in the loaded dataset | 2023 |
| Thompson Hine Llp | not reported in the loaded dataset | $25,829 | not reported in the loaded dataset | 2023 |
| Meaden & Moore, Ltd. | not reported in the loaded dataset | $20,500 | 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
- Callan LLC — Schedule C compensation
- Millman, Inc. — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Blackrock Instutional Trust Company — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation
- Meaden & Moore, Ltd. — Schedule C compensation