Plan Ledger DOL Form 5500 · updated monthly

Keystone Strategy, LLCbenefits

Keystone Strategy Health & Welfare Plan · BOSTON, MA · plan year 2024

Broker compensation reported · 2024
$225,356

Keystone Strategy, LLC's benefits plans covered 257 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance premiums totaled $3,234,458. Insurance brokers and agents were paid $225,356 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.0% of premiums. That is $877 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 64% from $137,604 in 2023.

Insurance contracts · 20244
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health ppo$3.2M · 231 covered
DELTA DENTAL OF MASSACHUSETTS · dentalpremiums n/a · 424 covered
VISION SERVICE PLAN · visionpremiums n/a · 237 covered
GUARDIAN · life std ltdpremiums n/a · 253 covered
Brokers & agents paid · 20241
MARSH & MCLENNAN AGENCY LLC$225,356 · incl $23,611 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 760838207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.