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KEYCORP LONG-TERM DISABILITY PLAN 401k Plan overview

Plan NameKEYCORP LONG-TERM DISABILITY PLAN
Plan identification number 503

KEYCORP LONG-TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

KEYCORP has sponsored the creation of one or more 401k plans.

Company Name:KEYCORP
Employer identification number (EIN):346542451
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about KEYCORP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date:
Company Identification Number: 276604
Legal Registered Office Address: 50 W. BROAD ST
SUITE 1800
COLUMBUS
United States of America (USA)
43215

More information about KEYCORP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEYCORP LONG-TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032023-01-01TRISHA KREWSON2024-07-01
5032022-01-01CATHLEEN M. FYFFE2023-10-13
5032021-01-01CATHLEEN M. FYFFE2022-10-12
5032020-01-01CATHLEEN M. FYFFE2021-10-12
5032019-01-01DEBORAH A. SUMMERS2020-10-05
5032018-01-01
5032017-01-01CATHLEEN M. FYFFE
5032016-01-01CATHLEEN M. FYFFE
5032015-01-01CATHLEEN M. FYFFE
5032014-01-01ALAN DUFFY
5032013-01-01KATHLEEN A. EGAN
5032012-01-01KATHLEEN A. EGAN
5032011-01-01KATHLEEN A EGAN
5032010-01-01KATHLEEN A. EGAN
5032009-01-01KATHLEEN A. EGAN
5032009-01-01KATHLEEN A. EGAN

Plan Statistics for KEYCORP LONG-TERM DISABILITY PLAN

401k plan membership statisitcs for KEYCORP LONG-TERM DISABILITY PLAN

Measure Date Value
2023: KEYCORP LONG-TERM DISABILITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0117,655
Total number of active participants reported on line 7a of the Form 55002023-01-0116,772
Total of all active and inactive participants2023-01-0116,772
2022: KEYCORP LONG-TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0116,436
Total number of active participants reported on line 7a of the Form 55002022-01-0117,655
Total of all active and inactive participants2022-01-0117,655
2021: KEYCORP LONG-TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,930
Total number of active participants reported on line 7a of the Form 55002021-01-0116,436
Total of all active and inactive participants2021-01-0116,436
2020: KEYCORP LONG-TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,401
Total number of active participants reported on line 7a of the Form 55002020-01-0116,930
Total of all active and inactive participants2020-01-0116,930
2019: KEYCORP LONG-TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117,640
Total number of active participants reported on line 7a of the Form 55002019-01-0116,401
Total of all active and inactive participants2019-01-0116,401
2018: KEYCORP LONG-TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0118,156
Total number of active participants reported on line 7a of the Form 55002018-01-0117,640
Total of all active and inactive participants2018-01-0117,640
2017: KEYCORP LONG-TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,530
Total number of active participants reported on line 7a of the Form 55002017-01-0118,156
Total of all active and inactive participants2017-01-0118,156
2016: KEYCORP LONG-TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,239
Total number of active participants reported on line 7a of the Form 55002016-01-0113,530
Total of all active and inactive participants2016-01-0113,530
2015: KEYCORP LONG-TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113,364
Total number of active participants reported on line 7a of the Form 55002015-01-0113,239
Total of all active and inactive participants2015-01-0113,239
2014: KEYCORP LONG-TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,329
Total number of active participants reported on line 7a of the Form 55002014-01-0113,364
Total of all active and inactive participants2014-01-0113,364
2013: KEYCORP LONG-TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115,847
Total number of active participants reported on line 7a of the Form 55002013-01-0114,329
Total of all active and inactive participants2013-01-0114,329
Total participants2013-01-0114,329
2012: KEYCORP LONG-TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115,716
Total number of active participants reported on line 7a of the Form 55002012-01-0115,847
Total of all active and inactive participants2012-01-0115,847
Total participants2012-01-0115,847
2011: KEYCORP LONG-TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115,758
Total number of active participants reported on line 7a of the Form 55002011-01-0115,716
Total of all active and inactive participants2011-01-0115,716
Total participants2011-01-0115,716
2010: KEYCORP LONG-TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116,057
Total number of active participants reported on line 7a of the Form 55002010-01-0115,758
Total of all active and inactive participants2010-01-0115,758
Total participants2010-01-0115,758
2009: KEYCORP LONG-TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117,856
Total number of active participants reported on line 7a of the Form 55002009-01-0116,057
Number of retired or separated participants receiving benefits2009-01-0127
Total of all active and inactive participants2009-01-0116,084
Total participants2009-01-0116,084

Financial Data on KEYCORP LONG-TERM DISABILITY PLAN

Measure Date Value
2010 : KEYCORP LONG-TERM DISABILITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,477,535
Total of all expenses incurred2010-12-31$3,237,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,229,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,468,801
Value of total assets at end of year2010-12-31$0
Value of total assets at beginning of year2010-12-31$759,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$8,100
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$125,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-759,753
Value of net assets at end of year (total assets less liabilities)2010-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$759,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$41,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$41,590
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,057,616
Net investment gain or loss from common/collective trusts2010-12-31$8,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,468,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$171,572
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$430,147
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$285,724
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2010-12-31341818258

Form 5500 Responses for KEYCORP LONG-TERM DISABILITY PLAN

2023: KEYCORP LONG-TERM DISABILITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: KEYCORP LONG-TERM DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: KEYCORP LONG-TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: KEYCORP LONG-TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: KEYCORP LONG-TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: KEYCORP LONG-TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: KEYCORP LONG-TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: KEYCORP LONG-TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: KEYCORP LONG-TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: KEYCORP LONG-TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: KEYCORP LONG-TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: KEYCORP LONG-TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: KEYCORP LONG-TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: KEYCORP LONG-TERM DISABILITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KEYCORP LONG-TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681619G
Policy instance 1
Insurance contract or identification number681619G
Number of Individuals Covered16772
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $77,597
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,493,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681619G
Policy instance 1
Insurance contract or identification number681619G
Number of Individuals Covered17655
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $69,765
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,086,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,765
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681619G
Policy instance 1
Insurance contract or identification number681619G
Number of Individuals Covered16436
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $53,355
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,467,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees53355
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681619G
Policy instance 1
Insurance contract or identification number681619G
Number of Individuals Covered16930
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40,204
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,458,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees40204
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748-1
Policy instance 1
Insurance contract or identification number43748-1
Number of Individuals Covered16401
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $55,996
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,719,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,996
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748-1
Policy instance 1
Insurance contract or identification number43748-1
Number of Individuals Covered17640
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $64,826
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,879,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64,826
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748-1
Policy instance 1
Insurance contract or identification number43748-1
Number of Individuals Covered18156
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $51,383
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,672,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,383
Insurance broker organization code?3
Insurance broker namePACIFIC RESOURCES BENEFITS ADVISORS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748
Policy instance 1
Insurance contract or identification number43748
Number of Individuals Covered13239
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $35,396
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,807,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,396
Insurance broker organization code?3
Insurance broker namePACIFIC RESOURCES BENEFITS ADVISORS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748
Policy instance 1
Insurance contract or identification number43748
Number of Individuals Covered13364
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $42,092
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,903,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,092
Insurance broker organization code?3
Insurance broker namePACIFIC RESOURCES BENEFITS ADVISORS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748
Policy instance 1
Insurance contract or identification number43748
Number of Individuals Covered14329
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $37,224
Total amount of fees paid to insurance companyUSD $20
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,920,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerPRINTING SERVICES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $37,224
Insurance broker namePACIFIC RESOURCES BENEFITS ADVISORS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748; 50811
Policy instance 1
Insurance contract or identification number43748; 50811
Number of Individuals Covered15847
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $32,168
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,941,025
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,287
Additional information about fees paid to insurance brokerPRINTING SERVICES
Insurance broker organization code?5
Insurance broker namePACIFIC RESOURCES BENEFITS ADVISORS
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748-1
Policy instance 1
Insurance contract or identification number43748-1
Number of Individuals Covered15073
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,721
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,219,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43748-1
Policy instance 1
Insurance contract or identification number43748-1
Number of Individuals Covered15110
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,111,909

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