Keystone Peer Review Organization, Inc. 401(K) Capital Accumulation Plan — Form 5500 plan (Keystone Peer Review Organization, Inc.)
Plain-English plan 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, Keystone Peer Review Organization, Inc. 401(K) Capital Accumulation Plan is a benefit plan reported by Keystone Peer Review Organization, Inc. under EIN 23-2348176 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,820 participants and $71,821,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Keystone Peer Review Organization, Inc.
- EIN
- 23-2348176
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 1,820
- End-of-year plan assets
- $71,821,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,820 | H, C | 20241015132855NAL0028577681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,821,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,821,944
- Net assets (BOY)
- $57,139,858
Income & contributions
- Employer contributions
- $3,055,286
- Participant contributions
- $5,461,551
- Total contributions
- $9,445,359
- Total income / additions
- $20,360,826
Expenses & distributions
- Benefits paid
- $5,441,033
- Administrative expenses
- $237,707
- Total expenses
- $5,678,740
- Net increase / (decrease)
- $14,682,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $221,223 | $0 | 2023 |
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $0 | $31,667 | 2023 |
| Lifestyle Retirement Company | THIRD PARTY ADMINISTRATO | $0 | $29,947 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $11,605 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors LLC | SERVICE PROVIDER | $8,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Keystone Peer Review Organization, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Voya Retirement Insurance And Annui — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Lifestyle Retirement Company — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors LLC — Schedule C compensation