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  2. KEYSTONE CAPITAL MANAGEMENT LP
Sponsor portfolio

KEYSTONE CAPITAL MANAGEMENT LP

EIN 86-2342918-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$854K assets
Welfare
1
$26.0M premiums
Participants
31
155 N WACKER DR, SUITE 4150 - CHICAGO, IL 60606312-219-7988
Plans on this EIN
2 filings
#001401k-$854K - 31 part#505Fully Insured-$26.0M - 4,399 lives

Benefits portfolio analytics

1 plan / $26.0M premiums / 4,399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$26.0M
  • Prescription drug$26.0M
Total $26.0M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $26.0M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $314K1 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 CAPITAL 401(K) PLAN

401k

Assets$854K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KEYSTONE CAPITAL MANAGEMENT LP HEALTH CARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$26.0M
Covered lives4,399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEYSTONE CAPITAL 401(K) PLAN401k$854K312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KEYSTONE CAPITAL MANAGEMENT LP HEALTH CARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$26.0M4,3992024
Retirement plans
Welfare plans
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