Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Life$89K
- Short-term disability$89K
- Long-term disability$89K
- +1 more
Sponsor portfolio
KEYSTONE PARTNERS, LLC
EIN 26-2935760human resourcesLatest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$1.3M premiums
Participants
306
ONE BOSTON PLACE, SUITE 2600 - BOSTON, MA 02108617-720-7351keystonepartners.comLinkedIn51-200 employeeshuman resources
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
87%top
- CRONIN GERVINO & WARLICK INC87%
- COMBINED SERVICES LLC13%
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 PARTNERS 401(K) SAVINGS PLAN
401k
Assets$12.2M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KEYSTONE PARTNERS WRAP PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.3M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEYSTONE PARTNERS 401(K) SAVINGS PLAN | 401k | $12.2M | 186 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KEYSTONE PARTNERS WRAP PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.3M | 205 | 2025 |
Retirement plans
Welfare plans