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Sponsor portfolio

KRATZENBERG & ASSOCIATES, INC.DBA KEYSTONE COLLECTIONS GROUP

EIN 25-1780727-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$11.7M assets
Welfare
1
$1.7M premiums
Participants
430
546 WENDEL ROAD - IRWIN, PA 15642412-978-0300wctcd.orgLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$11.7M - 238 part#501Fully Insured-$1.7M - 192 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$56K
  • Vision$56K
  • Short-term disability$41K
Total $1.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UPMC HEALTH OPTIONS98%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ASSUREDPARTNERS91%
  • KEYSTONE INS & BENEFITS GROUP LLC9%
Total $54K2 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 COLLECTIONS GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$11.7M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEYSTONE COLLECTIONS GROUP WELFARE BENEFIT PLAN

Fully Insured - UPMC HEALTH OPTIONS

Premiums$1.7M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEYSTONE COLLECTIONS GROUP 401(K) PROFIT SHARING PLAN401k$11.7M2382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEYSTONE COLLECTIONS GROUP WELFARE BENEFIT PLANFully InsuredUPMC HEALTH OPTIONS$1.7M1922025
Retirement plans
Welfare plans
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