Plan Snapshot
- Plan Sponsor: Keystone Peer Review Organization, INC.
- Sponsor EIN: 232348176
- Sponsor Address: 777 EAST PARK DRIVE, HARRISBURG, PA, 17111
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 350
- Total Assets: $976,329
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. |
|---|---|---|---|---|
| 2024 | 350 | $976,329 | $2.7M | $771,668 |
| 2023 | 236 | $584,511 | $2.6M | $631,224 |
| 2022 | 237 | $236,388 | $2.3M | $601,764 |
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 |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COM | Other Service Provider | $107,352 | — | $107,352 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,352
- Estimated Expense Ratio: 10.995% 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 |
|---|---|---|---|---|---|
| 2024 | $626,305 | — | $626,305 | — | — |
| 2023 | $687,771 | — | — | — | — |
| 2022 | $612,298 | — | — | — | $612,298 |