Keycorp Retiree Medical 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 Retiree Medical Plan is a benefit plan reported by Keycorp under EIN 34-6542451 and plan number 514. The latest loaded filing year is 2023. The filing reports 2,971 participants and $39,345,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keycorp
- EIN
- 34-6542451
- Plan number
- 514
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 2,971
- End-of-year plan assets
- $39,345,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,971 | H, C | 20241015143602NAL0056706978002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,345,235
- Total liabilities (EOY)
- $95,558
- Net assets (EOY)
- $39,249,677
- Net assets (BOY)
- $39,706,904
Income & contributions
- Employer contributions
- $58,498
- Participant contributions
- $1,011,096
- Total contributions
- $1,069,594
- Total income / additions
- $8,002,932
Expenses & distributions
- Benefits paid
- $4,449,844
- Administrative expenses
- $4,010,315
- Total expenses
- $8,460,159
- Net increase / (decrease)
- -$457,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight | not reported in the loaded dataset | $288,297 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | not reported in the loaded dataset | $69,478 | not reported in the loaded dataset | 2023 |
| United Healthcare | not reported in the loaded dataset | $36,103 | not reported in the loaded dataset | 2023 |
| Evernorth Health (Express Scripts) | not reported in the loaded dataset | $10,794 | not reported in the loaded dataset | 2023 |
| Callan LLC | not reported in the loaded dataset | $6,104 | 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
- Alight — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- United Healthcare — Schedule C compensation
- Evernorth Health (Express Scripts) — Schedule C compensation
- Callan LLC — Schedule C compensation