Original filing (PDF)20251003160327NAL0003738994001

KEYSTONE INDEPENDENCE MANAGEMENT

Name: KEYSTONE INDEPENDENCE MANAGEMENT — KEYSTONE INDEPENDENCE MANAGEMENT GROUP MEDICAL PLAN (501), Form 5500 (2024)
Creator: KEYSTONE INDEPENDENCE MANAGEMENT

Form 5500

FILING_RECEIVED

KEYSTONE INDEPENDENCE MANAGEMENT GROUP MEDICAL PLAN (501)

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE INDEPENDENCE MANAGEMENT.

Plan sponsor

Name

KEYSTONE INDEPENDENCE MANAGEMENT

EIN

25-1876726

Address

3056 EAST STATE STREET · HERMITAGE, PA · 16148

Phone

(724) 347-5501

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE DJB GROUP	25-1708669	—	BROKER	$12K	—
THE BENECON GROUP, LLC	23-1315351	—	BROKER	$10K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERITAIN HEALTH, AN AETNA COMPANY	16-1264154	—	ADMIN	$5K	—
CONNECTCARE3 LLC	26-1768616	—	PATIENT ADVOCATE	$2K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.