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Sponsor portfolio

KEYSOURCE ACQUISITION, LLC

EIN 81-2071364-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$159K premiums
Participants
341
7820 PALACE DRIVE - CINCINNATI, OH 45249561-406-3117
Plans on this EIN
2 filings
#001401k-$9.9M - 193 part#501Mixed-$159K - 148 lives

Benefits portfolio analytics

1 plan / $159K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$97K
  • Life$88K
  • Dental$62K
  • Vision$62K
  • Short-term disability$60K
  • Long-term disability$60K
Total $159K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • STARMOUNT LIFE INSURANCE COMPANY39%
  • BETHESDA HEALTHCARE INC. DBA TRIHEALTH EAP2%
Total $159K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $26K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KEYSOURCE 401(K) PLAN

401k

Assets$9.9M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEYSOURCE ACQUISITION HEALTH AND WELFARE PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$159K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEYSOURCE 401(K) PLAN401k$9.9M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEYSOURCE ACQUISITION HEALTH AND WELFARE PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$159K1482025
Retirement plans
Welfare plans
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