# Keystone Independence Management Health & Welfare Plan
Source: https://planprovider.pro/companies/keystone-independence-management-251876726-501

> Keystone Independence Management's Health & Welfare plan: 29 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Keystone Independence Management

- **Sponsor EIN:** 251876726

- **Sponsor Address:** 3056 EAST STATE STREET, HERMITAGE, PA, 16148

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 29

- **Total Assets:** $24,006

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|29|$24,006|$0|$0|

| 2024|32|$203,564|$581,262|$66,431|

| 2023|32|$2,701|$465,623|$50,498|

| 2022|33|$0|$283,703|$158,193|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE BENECON GROUP, LLC|Investment Advisor|$36,603|—|$36,603|

| HIGHSTREET INSURANCE SERVICES|Investment Advisor|$9,300|—|$9,300|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,903

- **Estimated Expense Ratio:** 191.215% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$705,733|—|—|—|—|

| 2024|$469,984|—|—|—|—|

| 2023|$527,402|—|—|—|—|

| 2022|$801,548|—|—|—|—|

## Similar Plans

- [Merakey Usa](https://planprovider.pro/companies/merakey-usa-403b-plan) — 5,501 participants

- [Inperium, INC.](https://planprovider.pro/companies/inperium-inc-401k-plan) — 4,115 participants

- [Resources For Human Development, INC.](https://planprovider.pro/companies/resources-for-human-development-inc-403b-plan) — 3,383 participants

- [Youth Advocate Programs, INC.](https://planprovider.pro/companies/youth-advocate-programs-inc-plan-001) — 2,968 participants

- [Keystone Human Services](https://planprovider.pro/companies/keystone-human-services-401k-plan) — 2,640 participants

- [Adsc Holdings, INC.](https://planprovider.pro/companies/adsc-holdings-inc-401k-plan) — 1,903 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keystone-independence-management-251876726-501)

© 2026 PlanProvider.Pro