KEY BANK
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
65
Active participants
132,020
Total plan assets
$16.8B
Filings (rows)
66
Direct comp
$2.4M
Indirect comp
$352K
Aggregating 6 name variants under "KEY BANK"
SERVICES PROVIDED
Other50
Custodian10
Trustee4
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| EB MAGIC 50 STABLE VALUE FUND | 10 |
| EB MAGIC 95 STABLE VALUE FUND | 4 |
| EB MAGIC 75 STABLE VALUE FUND | 4 |
| EB MAGIC STABLE VALUE FUND | 3 |
| CORPORATE KEY INVESTMENTS | 3 |
| EB MAGIC 40 STABLE VALUE FUD | 1 |
| EB MAGIC 75 STAVLE VALUE FUND | 1 |
| KEY BANK EB MANAGED GIC FUND | 1 |
| EB MAGIC 40 STABLE VALUE FUND | 1 |
| KEYBANK EB MAGIC FUND 75 | 1 |
Top plans served
Showing top 66 of 65 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRUSTEES OF OHIO CARPENTERS' PENSION PLAN OHIO CARPENTERS' PENSION PLAN | TROY, MI | Other NONE | 11,132 | $2.2B | $54K |
| TRUSTEES OF OHIO CARPENTERS' PENSION PLAN OHIO CARPENTERS' PENSION PLAN | TROY, MI | Other NONE | 10,351 | $2.1B | $58K |
| TRUSTEES OF OHIO CARPENTERS' PENSION PLAN OHIO CARPENTERS' PENSION PLAN | TROY, MI | Other NONE | 12,519 | $2.1B | $50K |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION PLAN ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE, AK | Other NONE | 3,863 | $2.1B | $16K |
| BARNES & THORNBURG LLP BARNES & THORNBURG LLP PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 1,515 | $753.5M | $0 |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Custodian ADMIN/CUSTODIAL FEE | 7,601 | $717.1M | $108K |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Custodian ADMIN/CUSTODIAL FEE | 7,388 | $601.0M | $111K |
| TRUSTEES OF CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS WELFARE FUN CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS WEL | TROY, MI | Other NONE | 20,998 | $596.2M | $62K |
| ROCHESTER GENERAL HEALTH SYSTEM ROCHESTER GENERAL HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | ROCHESTER, NY | Custodian ADMIN/CUSTODIAL FEE | 7,157 | $556.8M | $122K |
| IBEW LOCAL 38 PENSION PLAN I.B.E.W. LOCAL 38 PENSION PLAN | CLEVELAND, OH | Custodian INVESTMENT CUSTODIAN | 1,575 | $426.6M | $9K |
| IBEW LOCAL 38 PENSION PLAN I.B.E.W. LOCAL 38 PENSION PLAN | CLEVELAND, OH | Custodian INVESTMENT CUSTODIAN | 1,542 | $409.0M | $26K |
| IBEW LOCAL NO. 236 PENSION PLAN IBEW LOCAL NO. 236 PENSION PLAN | SCHENECTADY, NY | Other NONE | 1,156 | $387.2M | $174K |
| IBEW LOCAL NO. 236 PENSION PLAN IBEW LOCAL NO. 236 PENSION PLAN | SCHENECTADY, NY | Other NONE | 1,157 | $345.6M | $155K |
| BOARD OF TRUSTEES NW OHIO CARP MW PD SUPPLEMENTAL NORTHWEST OHIO CARPENTERS, MILLWRIGHTS AND PILE DRIVERS SUPPLEMENTAL PENSION PLAN | HOLLAND, OH | Other NONE | 2,430 | $324.1M | $92K |
| BOARD OF TRUSTEES NW OHIO CARP MW PD SUPPLEMENTAL NORTHWEST OHIO CARPENTERS, MILLWRIGHTS AND PILE DRIVERS SUPPLEMENTAL PENSION PLAN | HOLLAND, OH | Other NONE | 2,240 | $295.8M | $69K |
| LBCE HOLDINGS, INC. LINK-BELT CONSTRUCTION EQUIPMENT COMPANY EMPLOYEES' RETIREMENT PLAN | LEXINGTON, KY | Other NONE | 85 | $215.6M | $36K |
| LBCE HOLDINGS, INC. LINK-BELT CONSTRUCTION EQUIPMENT COMPANY EMPLOYEES' RETIREMENT PLAN | LEXINGTON, KY | Other NONE | 92 | $202.5M | $32K |
| LBCE HOLDINGS, INC. LINK-BELT CONSTRUCTION EQUIPMENT COMPANY EMPLOYEES' RETIREMENT PLAN | LEXINGTON, KY | Other NONE | 98 | $174.1M | $34K |
| PARK OHIO INDUSTRIES INC PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN | CLEVELAND, OH | Custodian CUSTODIAN | 1,961 | $158.8M | $100K |
| TRIBAL CASINO GAMING ENTERPRISE TRIBAL CASINO GAMING ENTERPRISE RETIREMENT PLAN | CHEROKEE, NC | Other NONE | 392 | $152.0M | $28K |
| PARKOHIO INDUSTRIES, INC PARKOHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN | CLEVELAND, OH | Other ADMINISTRATOR | 2,622 | $137.0M | — |
| TRIBAL CASINO GAMING ENTERPRISE TRIBAL CASINO GAMING ENTERPRISE RETIREMENT PLAN | CHEROKEE, NC | Other NONE | 421 | $135.7M | $24K |
| IBEW UNION LOCAL 129 IBEW LOCAL 129 PENSION FUND PENSION PLAN | TROY, MI | Other NONE | 314 | $122.7M | $17K |
| JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN | LANSING, MI | Other NONE | 381 | $121.5M | $8K |
| JOINT BOARD OF TRUSTEES OF 4TH DISTRICT IBEW HEALTH FUND 4TH DISTRICT IBEW HEALTH FUND | ONA, WV | Other NONE | 4,747 | $118.1M | $53K |
| TRIBAL CASINO GAMING ENTERPRISE TRIBAL CASINO GAMING ENTERPRISE RETIREMENT PLAN | CHEROKEE, NC | Other NONE | 449 | $115.9M | $24K |
| IBEW LOCAL NO. 236 ANNUITY PLAN IBEW LOCAL NO. 236 ANNUITY PLAN | SCHENECTADY, NY | Other NONE | 1,438 | $115.6M | $53K |
| JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN | LANSING, MI | Other NONE | 371 | $107.8M | $8K |
| IBEW LOCAL NO. 236 ANNUITY PLAN IBEW LOCAL NO. 236 ANNUITY PLAN | SCHENECTADY, NY | Other NONE | 2,058 | $102.5M | $46K |
| JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN | LANSING, MI | Other NONE | 353 | $94.3M | $8K |
| JOINT BOARD OF TRUSTEES OF 4TH DISTRICT IBEW HEALTH FUND 4TH DISTRICT IBEW HEALTH FUND | ONA, WV | Other NONE | 4,141 | $92.4M | $5K |
| LOCAL 73 RETIREMENT FUND LOCAL 73 RETIREMENT FUND | OSWEGO, NY | Other NONE | 247 | $71.3M | $8K |
| LOCAL 73 RETIREMENT FUND LOCAL 73 RETIREMENT FUND | SYRACUSE, NY | Other NONE | 230 | $66.2M | $7K |
| UNITED EMPLOYEES BENEFIT TRUST UNITED EMPLOYEES BENEFIT TRUST | TACOMA, WA | Custodian CUSTODIAL | 2,398 | $58.5M | $68K |
| UNITED EMPLOYEES BENEFIT TRUST UNITED EMPLOYEES BENEFIT TRUST | TACOMA, WA | Custodian CUSTODIAL | 2,306 | $55.1M | $49K |
| UNITED EMPLOYEES BENEFIT TRUST UNITED EMPLOYEES BENEFIT TRUST | TACOMA, WA | Custodian CUSTODIAL | 2,036 | $49.7M | $58K |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL HEALTH AND WELFARE FUND ALASKA ELECTRICAL HEALTH AND WELFARE FUND | ANCHORAGE, AK | Other NONE | 2,825 | $47.3M | $16K |
| JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL HEALTH AND WELFARE FUND ALASKA ELECTRICAL HEALTH AND WELFARE FUND | ANCHORAGE, AK | Other NONE | 2,825 | $47.3M | $9K |
| IBEW LOCAL NO. 82 HEALTH & WELFARE FUND IBEW LOCAL NO. 82 HEALTH & WELFARE FUND | ONA, WV | Other NONE | 1,145 | $36.6M | $6K |
| ORTHOPEDIC ASSOCIATES OF SW OHIO INC. ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN | CENTERVILLE, OH | Advisor / Consultant INVESTMENT ADVISOR | 145 | $34.1M | $13K |
| IBEW LOCAL NO. 82 HEALTH & WELFARE FUND IBEW LOCAL NO. 82 HEALTH & WELFARE FUND | ONA, WV | Other NONE | 1,105 | $33.2M | $22K |
| I.B.E.W. LOCAL 38 HEALTH & WELFARE FUND I.B.E.W. LOCAL 38 HEALTH & WELFARE FUND | CLEVELAND, OH | Custodian INVESTMENT CUSTODIAN | 1,716 | $23.3M | $5K |
| R.W. SIDLEY, INC. R. W. SIDLEY, INC. EMPLOYEES' RETIREMENT PLAN | PAINESVILLE, OH | Other NONE | 84 | $20.3M | $26K |
| R.W. SIDLEY, INC. R. W. SIDLEY, INC. EMPLOYEES' RETIREMENT PLAN | THOMPSON, OH | Other NONE | 12 | $19.9M | $23K |
| R.W. SIDLEY, INC. R. W. SIDLEY, INC. EMPLOYEES' RETIREMENT PLAN | THOMPSON, OH | Other NONE | 40 | $19.9M | $24K |
| MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY USWA PENSION PLAN | MEADVILLE, PA | Other THIRD PARTY | 47 | $14.5M | $52K |
| MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY USWA PENSION PLAN | MEADVILLE, PA | Other THIRD PARTY | 50 | $13.2M | $59K |
| BOT BRICKLAYERS & ALLIED CRAFTWRKRS LOC 2, ALBANY, NY HEALTH BENEFIT F BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 2, ALBANY, NY HEALTH BENEFIT FUND | ALBANY, NY | Other NONE | 590 | $12.4M | $11K |
| LITTLE FALLS HOSPITAL LITTLE FALLS HOSPITAL EMPLOYEE RETIREMENT PLAN | LITTLE FALLS, NY | Other NONE | 17 | $12.2M | $65K |
| LITTLE FALLS HOSPITAL LITTLE FALLS HOSPITAL EMPLOYEE RETIREMENT PLAN | LITTLE FALLS, NY | Other NONE | 21 | $11.8M | $62K |
| LITTLE FALLS HOSPITAL LITTLE FALLS HOSPITAL EMPLOYEE RETIREMENT PLAN | LITTLE FALLS, NY | Other NONE | 23 | $11.1M | $69K |
| BOARD OF TRUSTEES-IUBAC LOCAL 1 CT HEALTH FUND INT'L UNION OF BRICKLAYERS & ALLIED CRAFT- WORKERS LOCAL 1 CONNECTICUT HEALTH FUND | NEW YORK, NY | Other NONE | 559 | $8.2M | $8K |
| BOARD OF TRUSTEES-IUBAC LOCAL 1 CT HEALTH FUND INT'L UNION OF BRICKLAYERS & ALLIED CRAFT- WORKERS LOCAL 1 CONNECTICUT HEALTH FUND | NEW YORK, NY | Other NONE | 488 | $8.0M | $13K |
| BD OF TRUSTEES IBEW LOCAL NO 129 HEALTH AND WELFARE FUND IBEW LOCAL NO 129 HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 316 | $7.2M | $5K |
| BD OF TRUSTEES IBEW LOCAL NO 129 HEALTH AND WELFARE FUND IBEW LOCAL NO 129 HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 289 | $5.1M | $5K |
| BD OF TRUSTEES IBEW LOCAL NO 129 HEALTH AND WELFARE FUND IBEW LOCAL NO 129 HEALTH AND WELFARE FUND | TROY, MI | Other NONE | 282 | $4.6M | $5K |
| SMW LOCAL 24 SUPPLEMENTAL UNEMPLOY BENEFIT FUND BOARD OF TRUSTEES SMW LOCAL 24 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | CINCINNATI, OH | Other NONE | 681 | $4.1M | $9K |
| UNITED PRODUCERS, INC. UNITED PRODUCERS, INC. AMENDED EMPLOYEES' PENSION PLAN | COLUMBUS, OH | Trustee TRUSTEE | 33 | $4.1M | $28K |
| UNITED PRODUCERS, INC. UNITED PRODUCERS, INC. AMENDED EMPLOYEES' PENSION PLAN | COLUMBUS, OH | Trustee TRUSTEE | 31 | $4.1M | $27K |
| SMW LOCAL 24 SUPPLEMENTAL UNEMPLOY BENEFIT FUND BOARD OF TRUSTEES SMW LOCAL 24 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | CINCINNATI, OH | Other NONE | 591 | $3.6M | $8K |
| SMW LOCAL 24 SUPPLEMENTAL UNEMPLOY BENEFIT FUND BOARD OF TRUSTEES SMW LOCAL 24 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | CINCINNATI, OH | Other NONE | 626 | $3.3M | $8K |
| MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY USWA PENSION PLAN | MEADVILLE, PA | Other THIRD PARTY | 45 | $3.0M | $37K |
| JOINT BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 7, ZONE SHEET METAL WORKERS LOCAL UNION NO. 7 ZONE 2 HEALTH CARE PLAN | LANSING, MI | Other NONE | 495 | $2.1M | $8K |
| CALIFORNIA LIFE SCIENCES ASSOCIATION CALIFORNIA LIFE SCIENCES BENEFITS ADVANTAGE TRUST | SAN DIEGO, CA | Other PLAN SERVICE PROVIDER | 0 | $651 | $6K |
| UNITED PRODUCERS, INC. UNITED PRODUCERS, INC. AMENDED EMPLOYEES' PENSION PLAN | COLUMBUS, OH | Trustee TRUSTEE | 0 | $0 | $21K |
| GRANDVIEW HOSPITAL AND MEDICAL CENTER RETIREMENT INCOME PLAN FOR GRANDVIEW HOSPITAL AND MEDICAL CENTER | DAYTON, OH | Trustee TRUSTEE | 0 | $0 | $18K |