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Sponsor portfolioTH

KEYSTONE CUSTOM MANAGEMENT, LLC

EIN 82-3599092-Latest filing 2025
Plans
4
Retirement
1
$13.2M assets
Welfare
3
$680K premiums
Participants
443
227 GRANITE RUN - LANCASTER, PA 17601717-464-9060
Plans on this EIN
4 filings
#001401k-$13.2M - 231 part#502Self Funded-$532K - 123 lives#503Fully Insured-$149K - 124 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $680K premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$532K
  • Life$82K
  • Short-term disability$82K
  • Long-term disability$82K
  • Other$82K
  • Dental$67K
  • +1 more
Total $680K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HM LIFE INSURANCE COMPANY78%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
  • BLUE CROSS OF CALIFORNIA10%
Total $680K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $19K1 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

KEYSTONE CUSTOM MANAGEMENT, LLC 401(K) PLAN

401k

Assets$13.2M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KEYSTONE CUSTOM MANAGEMENT, LLC GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE

Premiums$532K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

KEYSTONE CUSTOM MANAGEMENT, LLC GROUP INSURANCE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$149K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KEYSTONE CUSTOM MANAGEMENT, LLC GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEYSTONE CUSTOM MANAGEMENT, LLC 401(K) PLAN401k$13.2M2312024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KEYSTONE CUSTOM MANAGEMENT, LLC GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE$532K1232025
503KEYSTONE CUSTOM MANAGEMENT, LLC GROUP INSURANCE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$149K1242025
501KEYSTONE CUSTOM MANAGEMENT, LLC GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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