Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KEYCORP
EIN 34-6542451Finance and InsuranceLatest filing 2024
Plans
14
Retirement
2
$4.97B assets
Welfare
12
$11.9M premiums
Participants
188,173
127 PUBLIC SQUARE - CLEVELAND, OH 44114888-539-7247
Plans on this EIN
14 filings#002ESOP-$4.13B - 28,272 part#007CashBalance-$836.1M - 16,818 part#502Fully Insured-$6.4M - 17,092 lives#503Fully Insured-$3.5M - 16,764 lives#517Fully Insured-$1.4M - 10,674 lives#516Mixed-$549K - 7,193 lives#504Fully Insured-$17K - 17,420 lives#501Self Funded-0 lives#505Self Funded-0 lives#507Self Funded-0 lives#510Self Funded-0 lives#511Unknown-0 lives#512Self Funded-0 lives#514Self Funded-0 lives
Retirement portfolio analytics
2 plans aggregated / $4.97B assets / 45,090 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- (Not disclosed)83%
- AON CONSULTING17%
Participants by plan
Active + retired + deferred vested
- CASH BALANCE PLAN (#007)16,818
Benefits portfolio analytics
12 plans / $11.9M premiums / 69,143 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6.4M
- Long-term disability$3.5M
- Health$1.4M
- Other$565K
Carrier market share
Premium dollars by Schedule A carrier
88%top
- HARTFORD LIFE AND ACCIDENT88%
- METROPOLITAN LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
72%top
- STRATEGIC EMPLOYEE BENEFIT SERVICES72%
- STRATEGIC NON-MEDICAL SOLUTION28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KEYCORP 401K SAVINGS PLAN
ESOP
Assets$4.13B
Participants28,272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
KEYCORP CONSOLIDATED CASH BALANCE PLAN
CashBalance
Assets$836.1M
Participants16,818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
KEYCORP GROUP TERM LIFE INSURANCE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$6.4M
Covered lives17,092
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
KEYCORP LONG-TERM DISABILITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$3.5M
Covered lives16,764
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
KEYCORP CRITICAL ILLNESS INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives10,674
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
KEYCORP ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$549K
Covered lives7,193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
KEYCORP TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - HARTFORD FIRE INSURANCE COMPANY
Premiums$17K
Covered lives17,420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
KEYCORP EMPLOYEE MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
KEYCORP FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
KEYCORP DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
KEYCORP SEPARATION PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
KEYCORP EMPLOYEE ASSISTANCE PROGRAM
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
KEYCORP VISION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
KEYCORP RETIREE MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KEYCORP 401K SAVINGS PLAN | ESOP | $4.13B | 28,272 | 2024 | |
| 007 | KEYCORP CONSOLIDATED CASH BALANCE PLAN | CashBalance | $836.1M | 16,818 | 2024 |
Welfare plans12
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KEYCORP GROUP TERM LIFE INSURANCE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $6.4M | 17,092 | 2024 | |
| 503 | KEYCORP LONG-TERM DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $3.5M | 16,764 | 2024 | |
| 517 | KEYCORP CRITICAL ILLNESS INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $1.4M | 10,674 | 2024 | |
| 516 | KEYCORP ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $549K | 7,193 | 2024 | |
| 504 | KEYCORP TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | HARTFORD FIRE INSURANCE COMPANY | $17K | 17,420 | 2024 | |
| 501 | KEYCORP EMPLOYEE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 505 | KEYCORP FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 507 | KEYCORP DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 510 | KEYCORP SEPARATION PAY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 511 | KEYCORP EMPLOYEE ASSISTANCE PROGRAM | Unknown | - | $0 | 0 | 2024 | |
| 512 | KEYCORP VISION PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 514 | KEYCORP RETIREE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans