Key Private 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

Active participants

197,288

Total plan assets

$34.8B

Filings (rows)

Direct comp

$6.8M

Indirect comp

SERVICES PROVIDED

Advisor / Consultant9

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	68,206	$9.2B	$1.6M	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	65,407	$7.5B	$1.4M	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	54,690	$6.3B	$1.4M	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$4.3B	$866K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.7B	$732K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.1B	$749K	$0
L/B Water Service, Inc. L/B Water Service, Inc. Employee Stock Ownership Plan · all filings	SELINSGROVE, PA	Advisor / Consultant	222	$224.1M	$20K	$0
L/B Water Service, Inc. L/B Water Service, Inc. Employee Stock Ownership Plan · all filings	SELINSGROVE, PA	Advisor / Consultant	206	$214.9M	$20K	$0
L/B Water Service, Inc. L/B Water Service, Inc. Employee Stock Ownership Plan · all filings	SELINSGROVE, PA	Advisor / Consultant	198	$200.6M	$16K	$0
Maine Service Employees Association SEIU Local 1989 Maine Service Employees Association Income Protection Plan & Trust · all filings	AUGUSTA, ME	Other service providers	4,282	$8.2M	$30K	$0
Maine Service Employees Association SEIU Local 1989 Maine Service Employees Association Income Protection Plan & Trust · all filings	AUGUSTA, ME	Other service providers	4,077	$7.5M	$23K	$0