PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KEYSTONE INSURERS GROUP, INC.
Sponsor portfolioTH

KEYSTONE INSURERS GROUP, INC.

EIN 23-2263940-insurance-Latest filing 2024
Plans
2
Retirement
1
$27.5M assets
Welfare
1
$5.3M premiums
Participants
1,688
1215 MANOR DR, SUITE 208 - MECHANICSBURG, PA 17055570-473-4302keystoneinsgrp.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$27.5M - 229 part#502Mixed-$5.3M - 1,459 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 1,459 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.3M
  • Other$1.0M
  • Long-term disability$724K
  • Life$564K
  • Short-term disability$179K
Total $5.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY63%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY34%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • FRESHBENIES0%
  • EMPLOYEE NETWORK, INC.0%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • KEYSTONE INSURANCE & BENEFITS GROUP78%
  • ONBOARD BENEFITS LLC21%
  • NORTHWEST WORKSITE MARKETING CORP1%
Total $593K3 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

KEYSTONE INSURERS GROUP, INC. 401(K) PLAN

401k

Assets$27.5M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KEYSTONE INSURERS GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$5.3M
Covered lives1,459
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEYSTONE INSURERS GROUP, INC. 401(K) PLAN401k$27.5M2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KEYSTONE INSURERS GROUP, INC. HEALTH AND WELFARE BENEFIT PLANMixedCAPITAL ADVANTAGE ASSURANCE COMPANY$5.3M1,4592024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica