Plan5500

Keystone Custom Management, LLC Group Health Plan — Form 5500 plan (Keystone Custom Management, LLC)

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 Custom Management, LLC Group Health Plan is a benefit plan reported by Keystone Custom Management, LLC under EIN 82-3599092 and plan number 501. The latest loaded filing year is 2023. The filing reports 56 participants and $52,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keystone Custom Management, LLC
EIN
82-3599092
Plan number
501
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
56
End-of-year plan assets
$52,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202356I, C20250827100516NAL0009269201001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$52,657
Total liabilities (EOY)
$0
Net assets (EOY)
$52,657
Net assets (BOY)
-$187,994

Income & contributions

Employer contributions
-$251,482
Participant contributions
$650,232
Total income / additions
$399,544

Expenses & distributions

Benefits paid
$158,894
Administrative expenses
$0
Total expenses
$158,893
Net increase / (decrease)
$240,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn Mowery, LLCBROKER$12,933not reported in the loaded dataset2023
The Benecon GroupBROKER$7,803not reported in the loaded dataset2023
Highmark, IncADMIN$2,572not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,036not reported in the loaded dataset2023

Related Form 5500 pages