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  2. Keystone Strategy LLC
  • Benefits analytics
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  • Health & Benefits plans

Filings through Oct 24, 2026.

Keystone Strategy LLC

EIN 76-0838207-management consulting-Latest filing 2025
Plans
2
Retirement
1
$41.7M assets
Health & Benefits
1
$3.6M premiums
Participants
709
116 HUNTINGTON AVENUE, SUITE 1200 - BOSTON, MA 02116650-873-2359keystonebattery.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401(k)-$41.7M - 448 part#502Fully insured-$3.6M - 424 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.6M premiums / 424 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$177K
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Other$164K
  • +1 more
Total $3.6M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$41.7M
Participants448
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

KEYSTONE STRATEGY HEALTH & WELFARE PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.6M
Covered lives424
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST401(k)$41.7M4482025
  • KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST$41.7M
    #001 · 401(k) · 2025448

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502KEYSTONE STRATEGY HEALTH & WELFARE PLANFully insuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.6M4242025
  • KEYSTONE STRATEGY HEALTH & WELFARE PLAN$3.6M
    #502 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025424
Retirement plans
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