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Sponsor portfolio

THE KEY PROGRAM, INC.

EIN 04-2539878-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$34.1M assets
Welfare
1
$844K premiums
Participants
849
2000 WEST PARK DRIVE, SUITE 250 - WESTBOROUGH, MA 01581508-877-3690key.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001ProfitSharing-$21.8M - 246 part#002403b-$12.3M - 378 part#512Mixed-$844K - 258 lives

Retirement portfolio analytics

2 plans aggregated / $34.1M assets / 624 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#001)64%
  • PROGRAM, INC. 403(B) (#002)36%
Total $34.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROGRAM, INC. 403(B) (#002)378
  • PROFIT SHARING PLAN (#001)246
Total 624Click row to drill in

Benefits portfolio analytics

1 plan / $844K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$800K
  • Life$44K
  • Long-term disability$44K
  • Other$44K
Total $844K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
Total $844K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DIGITAL INSURANCE LLC99%
  • INDIGO INSURANCE SVC1%
Total $166K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE KEY PROGRAM, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$21.8M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE KEY PROGRAM, INC. 403(B) PLAN

403b

Assets$12.3M
Participants378
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

THE KEY PROGRAM INC. WELFARE BENEFITS PLAN

Mixed - BCBS OF MA

Premiums$844K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE KEY PROGRAM, INC. PROFIT SHARING PLANProfitSharing$21.8M2462025
002THE KEY PROGRAM, INC. 403(B) PLAN403b$12.3M3782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512THE KEY PROGRAM INC. WELFARE BENEFITS PLANMixedBCBS OF MA$844K2582025
Retirement plans
Welfare plans
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