2023 Form 5500 filing — Keystone Employees' Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250116110704NAL0012687971001) for Keystone Employees' Retirement Plan, reported by Keystone Consolidated Industries under EIN 37-0364250 and plan number 005. It reports 3,688 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116110704NAL0012687971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keystone Consolidated Industries
- EIN
- 37-0364250
- Plan number
- 005
- Location
- Dallas, TX
- Participants
- 3,688
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $387,652,403
- Total liabilities (EOY)
- $345,391
- Net assets (EOY)
- $387,307,012
- Total income / additions
- $40,546,772
- Benefits paid
- $25,647,566
- Administrative expenses
- $1,679,474
- Total expenses
- $27,327,040
- Net increase / (decrease)
- $13,219,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Income Research & Management Inc. | INVESTMENT MGMT | $571,380 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT MGMT | $301,489 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $88,117 | not reported in the loaded dataset |
| Milliman, Inc. | ACTUARIAL | $54,835 | not reported in the loaded dataset |
| Sutton Frost Cary Llp | ACCOUNTING | $48,700 | not reported in the loaded dataset |