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Original filing (PDF)20251015120658NAL0004487217003
KEYCORP
Form 5500
FILING_RECEIVED
KEYCORP RETIREE MEDICAL PLAN
Health & welfare plan
Signals · 3
52% in single holding~93 bps in Sched C fees6 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$41.1M
Net assets (EOY)
$41.0M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Vanguard S&P 500 EFT Closed End Fund Mutual Fund" is 52% of plan.
- 93 bps in Schedule C fees — 220% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYCORP.
Plan sponsor
Name
KEYCORP
EIN
34-6542451
Address
127 PUBLIC SQUARE · CLEVELAND, OH · 44114
Phone
(888) 539-7247
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
514
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT | 82-1061233 | — | — | $241K | — |
| WILLIS TOWERS WATSON | 26-0775680 | — | — | $69K | — |
| MEADEN & MOORE, LTD. | 34-1818258 | — | — | $32K | — |
| UNITED HEALTHCARE | 31-1142815 | — | — | $21K | — |
| AON | 36-2235791 | — | — | $12K | — |
| CALLAN LLC | — | SAN FRANSCISCO, CA | — | $6K | — |
Investments
6 direct securities· $41.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 EFT Closed End Fund Mutual Fund | — | — | $9.3M | $21.3M | 51.9% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | $8.3M | $7.9M | 19.1% | |
| Ishares Russell 2000 Index Closed End Fund Mutual Fund | — | — | $3.6M | $5.2M | 12.8% | |
| Ishares Core MSCI EAFE ETF Mutual Fund | — | — | $3.7M | $4.8M | 11.6% | |
| Ishares Core MSCI Emerging Markets Mutual Fund | — | — | $979K | $1.2M | 2.9% | |
| Federated Government Obligations Institutional Shares Money Market Fund | — | — | $702K | $702K | 1.7% |