Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $34.1M assets / 624 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $844K premiums / 258 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
403(b)
Mixed - BCBS OF MA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE KEY PROGRAM, INC. PROFIT SHARING PLAN | Profit-sharing | $21.8M | 246 | 2025 |
| #002 | THE KEY PROGRAM, INC. 403(B) PLAN | 403(b) | $12.3M | 378 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #512 | THE KEY PROGRAM INC. WELFARE BENEFITS PLAN | Mixed | BCBS OF MA | $844K | 258 | 2025 |