Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$12.1M
- Dental$12.1M
- Vision$12.1M
- Prescription drug$12.1M
- Other$600K
- Short-term disability$473K
- +2 more
Sponsor portfolio
KEYSTONE AGENCY PARTNERS LLC
EIN 84-2940208Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$88.5M assets
Welfare
1
$13.1M premiums
Participants
3,264
2600 COMMERCE DRIVE - HARRISBURG, PA 17110570-473-4362
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.1M premiums / 2,332 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
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 AGENCY PARTNERS 401(K) PLAN
401k
Assets$88.5M
Participants1,859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KEYSTONE AGENCY PARTNERS EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$13.1M
Covered lives2,332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEYSTONE AGENCY PARTNERS 401(K) PLAN | 401k | $88.5M | 1,859 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KEYSTONE AGENCY PARTNERS EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $13.1M | 2,332 | 2024 |
Retirement plans
Welfare plans