PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Keystone Marketing Holdings, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Keystone Marketing Holdings, LLC

EIN 83-2597003-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$96.2M assets
Health & Benefits
1
$932K premiums
Participants
1,720
200 EAST RANDOLPH STREET, SUITE 3450 - CHICAGO, IL 60601617-692-2165LinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401(k)-$96.2M - 1,042 part#501Mixed-$932K - 662 lives

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

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

KEYSTONE MARKETING HOLDINGS, LLC 401(K) PLAN

401(k)

Assets$96.2M
Participants1,042
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KEYSTONE MARKETING HOLDINGS, LLC DBA MERGE WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$932K
Covered lives662
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KEYSTONE MARKETING HOLDINGS, LLC 401(K) PLAN401(k)$96.2M1,0422025
  • KEYSTONE MARKETING HOLDINGS, LLC 401(K) PLAN$96.2M
    #001 · 401(k) · 20251,042

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KEYSTONE MARKETING HOLDINGS, LLC DBA MERGE WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$932K6622025
  • KEYSTONE MARKETING HOLDINGS, LLC DBA MERGE WELFARE BENEFIT PLAN$932K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025662
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica