Plan5500

Keystone Employees' Retirement Plan — Form 5500 plan (Keystone Consolidated Industries)

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 Employees' Retirement Plan is a benefit plan reported by Keystone Consolidated Industries under EIN 37-0364250 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,688 participants and $387,652,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keystone Consolidated Industries
EIN
37-0364250
Plan number
005
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
3,688
End-of-year plan assets
$387,652,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,688H, C20250116110704NAL0012687971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$387,652,403
Total liabilities (EOY)
$345,391
Net assets (EOY)
$387,307,012
Net assets (BOY)
$374,087,280

Income & contributions

Total contributions
$0
Total income / additions
$40,546,772

Expenses & distributions

Benefits paid
$25,647,566
Administrative expenses
$1,679,474
Total expenses
$27,327,040
Net increase / (decrease)
$13,219,732

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Income Research & Management Inc.INVESTMENT MGMT$571,380not reported in the loaded dataset2023
Nepc, LLCINVESTMENT MGMT$301,489not reported in the loaded dataset2023
Us BankTRUSTEE$88,117not reported in the loaded dataset2023
Milliman, Inc.ACTUARIAL$54,835not reported in the loaded dataset2023
Sutton Frost Cary LlpACCOUNTING$48,700not reported in the loaded dataset2023

Related Form 5500 pages