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Sponsor portfolio

KEYSTONE MARKETING HOLDINGS, LLC DBA MERGE

EIN 83-2597003-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$77.2M assets
Welfare
1
$932K premiums
Participants
1,746
200 EAST RANDOLPH STREET, SUITE 3450 - CHICAGO, IL 60601312-787-2330LinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$77.2M - 1,068 part#501Mixed-$932K - 662 lives

Benefits portfolio analytics

1 plan / $932K premiums / 662 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$627K
  • Vision$627K
  • Other$305K
  • Life$218K
  • Long-term disability$218K
Total $932K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA23%
Total $932K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $128K1 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 MARKETING HOLDINGS, LLC 401(K) PLAN

401k

Assets$77.2M
Participants1,068
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEYSTONE MARKETING HOLDINGS, LLC DBA MERGE WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$932K
Covered lives662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEYSTONE MARKETING HOLDINGS, LLC 401(K) PLAN401k$77.2M1,0682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEYSTONE MARKETING HOLDINGS, LLC DBA MERGE WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$932K6622025
Retirement plans
Welfare plans
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