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Plan Name | KEYCORP RETIREE MEDICAL PLAN |
Plan identification number | 514 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | KEYCORP |
Employer identification number (EIN): | 346542451 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about KEYCORP
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | |
Company Identification Number: | 276604 |
Legal Registered Office Address: |
50 W. BROAD ST SUITE 1800 COLUMBUS United States of America (USA) 43215 |
More information about KEYCORP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
514 | 2022-01-01 | CATHLEEN M. FYFFE | 2023-10-13 | ||
514 | 2021-01-01 | CATHLEEN M. FYFFE | 2022-10-13 | ||
514 | 2020-01-01 | CATHLEEN M. FYFFE | 2021-10-15 | ||
514 | 2019-01-01 | DEBORAH SUMMERS | 2020-10-14 | ||
514 | 2018-01-01 | ||||
514 | 2017-01-01 | ||||
514 | 2016-01-01 | CATHLEEN M. FYFFE | |||
514 | 2015-01-01 | CATHLEEN M. FYFFE | |||
514 | 2014-01-01 | ALAN DUFFY | |||
514 | 2013-01-01 | KEYCORP BY IRENE IMMERMAN | |||
514 | 2012-01-01 | KATHLEEN A. EGAN | |||
514 | 2011-01-01 | KATHLEEN A. EGAN | |||
514 | 2010-01-01 | KATHLEEN A. EGAN | |||
514 | 2009-01-01 | KATHLEEN EAGAN |
Measure | Date | Value |
---|---|---|
2022: KEYCORP RETIREE MEDICAL PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 3,012 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2,971 |
Total of all active and inactive participants | 2022-01-01 | 2,971 |
2021: KEYCORP RETIREE MEDICAL PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 3,199 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3,012 |
Total of all active and inactive participants | 2021-01-01 | 3,012 |
2020: KEYCORP RETIREE MEDICAL PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3,412 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3,199 |
Total of all active and inactive participants | 2020-01-01 | 3,199 |
2019: KEYCORP RETIREE MEDICAL PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3,018 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3,412 |
Total of all active and inactive participants | 2019-01-01 | 3,412 |
2018: KEYCORP RETIREE MEDICAL PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,999 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3,018 |
Total of all active and inactive participants | 2018-01-01 | 3,018 |
2017: KEYCORP RETIREE MEDICAL PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,996 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2,999 |
Total of all active and inactive participants | 2017-01-01 | 2,999 |
2016: KEYCORP RETIREE MEDICAL PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,831 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 2,996 |
Total of all active and inactive participants | 2016-01-01 | 2,996 |
2015: KEYCORP RETIREE MEDICAL PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,843 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2,831 |
Total of all active and inactive participants | 2015-01-01 | 2,831 |
2014: KEYCORP RETIREE MEDICAL PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,920 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 2,843 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2,843 |
2013: KEYCORP RETIREE MEDICAL PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,796 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2,720 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2,720 |
Total participants | 2013-01-01 | 2,720 |
2012: KEYCORP RETIREE MEDICAL PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,780 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2,796 |
Total of all active and inactive participants | 2012-01-01 | 2,796 |
Total participants | 2012-01-01 | 2,796 |
2011: KEYCORP RETIREE MEDICAL PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,803 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2,780 |
Total of all active and inactive participants | 2011-01-01 | 2,780 |
Total participants | 2011-01-01 | 2,780 |
2010: KEYCORP RETIREE MEDICAL PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,877 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2,803 |
Total of all active and inactive participants | 2010-01-01 | 2,803 |
Total participants | 2010-01-01 | 2,803 |
2009: KEYCORP RETIREE MEDICAL PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,954 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2,877 |
Total of all active and inactive participants | 2009-01-01 | 2,877 |
Total participants | 2009-01-01 | 2,877 |
Measure | Date | Value |
---|---|---|
2022 : KEYCORP RETIREE MEDICAL PLAN 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $99,109 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $213,272 |
Total income from all sources (including contributions) | 2022-12-31 | $-8,046,021 |
Total loss/gain on sale of assets | 2022-12-31 | $3,745,365 |
Total of all expenses incurred | 2022-12-31 | $8,734,183 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,943,943 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,329,073 |
Value of total assets at end of year | 2022-12-31 | $39,806,013 |
Value of total assets at beginning of year | 2022-12-31 | $56,700,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,790,240 |
Total interest from all sources | 2022-12-31 | $16,371 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $732,210 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $725,055 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,105,351 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $23,109 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $30,601 |
Other income not declared elsewhere | 2022-12-31 | $81,826 |
Administrative expenses (other) incurred | 2022-12-31 | $2,790,240 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-16,780,204 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $39,706,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $56,487,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $39,152,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $38,490,702 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $630,398 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,082,122 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,082,122 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $16,371 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,076,365 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-6,874,501 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $223,722 |
Income. Dividends from preferred stock | 2022-12-31 | $1,607 |
Income. Dividends from common stock | 2022-12-31 | $5,548 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,943,943 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $17,096,955 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $99,109 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $213,272 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $87,401,345 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $83,655,980 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2022-12-31 | 341818258 |
2021 : KEYCORP RETIREE MEDICAL PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $213,272 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $123,676 |
Total income from all sources (including contributions) | 2021-12-31 | $11,451,216 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,026,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,948,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,317,826 |
Value of total assets at end of year | 2021-12-31 | $56,700,380 |
Value of total assets at beginning of year | 2021-12-31 | $52,186,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,078,222 |
Total interest from all sources | 2021-12-31 | $119 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $726,115 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $726,115 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,302,633 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $30,601 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $12,857 |
Other income not declared elsewhere | 2021-12-31 | $100,322 |
Administrative expenses (other) incurred | 2021-12-31 | $1,078,222 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $9,426 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,424,585 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $56,487,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $52,062,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $38,490,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $37,594,672 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,082,122 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $557,854 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $557,854 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $119 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,498,269 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $3,808,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $15,193 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,948,409 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $17,096,955 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $14,011,390 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $213,272 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $123,676 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $9,549,303 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $9,549,303 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2021-12-31 | 341818258 |
2020 : KEYCORP RETIREE MEDICAL PLAN 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $123,676 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $37,465 |
Total income from all sources (including contributions) | 2020-12-31 | $7,687,973 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,521,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,726,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,275,730 |
Value of total assets at end of year | 2020-12-31 | $52,186,199 |
Value of total assets at beginning of year | 2020-12-31 | $51,933,037 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $794,640 |
Total interest from all sources | 2020-12-31 | $2,447 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $822,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $822,454 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,250,017 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $12,857 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $24,097 |
Other income not declared elsewhere | 2020-12-31 | $107,393 |
Administrative expenses (other) incurred | 2020-12-31 | $794,640 |
Total non interest bearing cash at end of year | 2020-12-31 | $9,426 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $15,202 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $166,951 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $52,062,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $51,895,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $37,594,672 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $38,587,485 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $557,854 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,413,501 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,413,501 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,447 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,361,311 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,118,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $25,713 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,726,382 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $14,011,390 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $11,892,752 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $123,676 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $37,465 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $10,186,292 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $10,186,292 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2020-12-31 | 341818258 |
2019 : KEYCORP RETIREE MEDICAL PLAN 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $37,465 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $37,465 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $57,392 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $57,392 |
Total income from all sources (including contributions) | 2019-12-31 | $12,422,171 |
Total income from all sources (including contributions) | 2019-12-31 | $12,422,171 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $7,236,788 |
Total of all expenses incurred | 2019-12-31 | $7,236,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,674,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,674,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,137,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,137,695 |
Value of total assets at end of year | 2019-12-31 | $51,933,037 |
Value of total assets at end of year | 2019-12-31 | $51,933,037 |
Value of total assets at beginning of year | 2019-12-31 | $46,767,581 |
Value of total assets at beginning of year | 2019-12-31 | $46,767,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,562,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,562,078 |
Total interest from all sources | 2019-12-31 | $18,297 |
Total interest from all sources | 2019-12-31 | $18,297 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,360,330 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,360,330 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,360,330 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,360,330 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $175,000,000 |
Value of fidelity bond cover | 2019-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,064,161 |
Contributions received from participants | 2019-12-31 | $1,064,161 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $24,097 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $24,097 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $14,968 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $14,968 |
Other income not declared elsewhere | 2019-12-31 | $154,205 |
Other income not declared elsewhere | 2019-12-31 | $154,205 |
Administrative expenses (other) incurred | 2019-12-31 | $1,562,078 |
Administrative expenses (other) incurred | 2019-12-31 | $1,562,078 |
Total non interest bearing cash at end of year | 2019-12-31 | $15,202 |
Total non interest bearing cash at end of year | 2019-12-31 | $15,202 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $17,024 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $17,024 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,185,383 |
Value of net income/loss | 2019-12-31 | $5,185,383 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $51,895,572 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $51,895,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $46,710,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $46,710,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $38,587,485 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $38,587,485 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $35,648,151 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $35,648,151 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,413,501 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,413,501 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,301,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,301,918 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,301,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,301,918 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $18,297 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $18,297 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,644,413 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,644,413 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,107,231 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,107,231 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $73,534 |
Contributions received in cash from employer | 2019-12-31 | $73,534 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,674,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,674,710 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $11,892,752 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $11,892,752 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $8,785,520 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $8,785,520 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $37,465 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $37,465 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $57,392 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $57,392 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $7,818,361 |
Aggregate proceeds on sale of assets | 2019-12-31 | $7,818,361 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $7,818,361 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $7,818,361 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MEADEN & MOORE, LTD |
Accountancy firm name | 2019-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2019-12-31 | 341818258 |
Accountancy firm EIN | 2019-12-31 | 341818258 |
2018 : KEYCORP RETIREE MEDICAL PLAN 2018 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $57,392 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $77,029 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,475,719 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,261,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,850,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,402,508 |
Value of total assets at end of year | 2018-12-31 | $46,767,581 |
Value of total assets at beginning of year | 2018-12-31 | $52,524,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $410,516 |
Total interest from all sources | 2018-12-31 | $20,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,388,785 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,388,785 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,252,837 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $14,968 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $13,310 |
Other income not declared elsewhere | 2018-12-31 | $848,862 |
Administrative expenses (other) incurred | 2018-12-31 | $410,516 |
Total non interest bearing cash at end of year | 2018-12-31 | $17,024 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $13,774 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-5,737,226 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $46,710,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $52,447,415 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $35,648,151 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $41,501,603 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,301,918 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $31,959 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $31,959 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $20,810 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,606,967 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-529,717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $149,671 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,850,991 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $8,785,520 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $10,963,798 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $57,392 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $77,029 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $5,287,263 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $5,287,263 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2018-12-31 | 341818258 |
2017 : KEYCORP RETIREE MEDICAL PLAN 2017 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $77,029 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $440,684 |
Total income from all sources (including contributions) | 2017-12-31 | $10,869,522 |
Total of all expenses incurred | 2017-12-31 | $7,824,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,315,442 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,011,221 |
Value of total assets at end of year | 2017-12-31 | $52,524,444 |
Value of total assets at beginning of year | 2017-12-31 | $49,843,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,509,032 |
Total interest from all sources | 2017-12-31 | $9,973 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,073,534 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,073,534 |
Administrative expenses professional fees incurred | 2017-12-31 | $424,011 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,479,283 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $13,310 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $31,154 |
Other income not declared elsewhere | 2017-12-31 | $124,224 |
Administrative expenses (other) incurred | 2017-12-31 | $3,085,021 |
Total non interest bearing cash at end of year | 2017-12-31 | $13,774 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $7,082 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,045,048 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $52,447,415 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $49,402,367 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $41,501,603 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $33,338,912 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $10,963,798 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $16,438,795 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $31,959 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $27,108 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $27,108 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $9,973 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,771,609 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $5,878,961 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $531,938 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,315,442 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $77,029 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $440,684 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2017-12-31 | 341818258 |
2016 : KEYCORP RETIREE MEDICAL PLAN 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $440,684 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $147,115 |
Total income from all sources (including contributions) | 2016-12-31 | $6,467,702 |
Total of all expenses incurred | 2016-12-31 | $6,429,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,119,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,921,820 |
Value of total assets at end of year | 2016-12-31 | $49,843,051 |
Value of total assets at beginning of year | 2016-12-31 | $49,511,537 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,310,533 |
Total interest from all sources | 2016-12-31 | $6,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $777,728 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $777,728 |
Administrative expenses professional fees incurred | 2016-12-31 | $443,984 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,788,617 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $31,154 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $40,166 |
Other income not declared elsewhere | 2016-12-31 | $280,085 |
Administrative expenses (other) incurred | 2016-12-31 | $1,866,549 |
Total non interest bearing cash at end of year | 2016-12-31 | $7,082 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $6,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $37,945 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $49,402,367 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $49,364,422 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $33,338,912 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $26,256,297 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $16,438,795 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $23,149,194 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $27,108 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $59,464 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $59,464 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $6,367 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $876,180 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $2,605,522 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $133,203 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,119,224 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $440,684 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $147,115 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MEADEN AND MOORE, LTD |
Accountancy firm EIN | 2016-12-31 | 341818258 |
2015 : KEYCORP RETIREE MEDICAL PLAN 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $147,115 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $169,987 |
Total income from all sources (including contributions) | 2015-12-31 | $2,152,931 |
Total of all expenses incurred | 2015-12-31 | $8,727,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,261,359 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,766,626 |
Value of total assets at end of year | 2015-12-31 | $49,511,537 |
Value of total assets at beginning of year | 2015-12-31 | $56,109,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,466,177 |
Total interest from all sources | 2015-12-31 | $2,421 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $521,642 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $521,642 |
Administrative expenses professional fees incurred | 2015-12-31 | $501,764 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,183,181 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $40,166 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $82,784 |
Other income not declared elsewhere | 2015-12-31 | $433,411 |
Administrative expenses (other) incurred | 2015-12-31 | $2,964,413 |
Total non interest bearing cash at end of year | 2015-12-31 | $6,416 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $5,941 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-6,574,605 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $49,364,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $55,939,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $26,256,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,951,292 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $23,149,194 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $31,966,642 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $59,464 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $102,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $102,355 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $2,421 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-657,274 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $-913,895 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $583,445 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,261,359 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $147,115 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $169,987 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MEADEN & MOORE LTD |
Accountancy firm EIN | 2015-12-31 | 341818258 |
2014 : KEYCORP RETIREE MEDICAL PLAN 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $169,987 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $466,657 |
Total income from all sources (including contributions) | 2014-12-31 | $8,276,518 |
Total of all expenses incurred | 2014-12-31 | $8,812,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,539,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,773,942 |
Value of total assets at end of year | 2014-12-31 | $56,109,014 |
Value of total assets at beginning of year | 2014-12-31 | $56,941,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,272,513 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $765,396 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $765,396 |
Administrative expenses professional fees incurred | 2014-12-31 | $546,308 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,510,603 |
Administrative expenses (other) incurred | 2014-12-31 | $1,726,205 |
Total non interest bearing cash at end of year | 2014-12-31 | $5,941 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-535,532 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $55,939,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $56,474,559 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,951,292 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,457,500 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $31,966,642 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $48,286,331 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $185,139 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $197,385 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $197,385 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $-1,813,554 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $5,550,734 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,263,339 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,539,537 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $169,987 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $466,657 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2014-12-31 | 341818258 |
2013 : KEYCORP RETIREE MEDICAL PLAN 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $466,657 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $393,517 |
Total income from all sources (including contributions) | 2013-12-31 | $14,530,888 |
Total of all expenses incurred | 2013-12-31 | $9,242,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,308,273 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,187,589 |
Value of total assets at end of year | 2013-12-31 | $56,941,216 |
Value of total assets at beginning of year | 2013-12-31 | $51,579,738 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,934,277 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $155,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $155,400 |
Administrative expenses professional fees incurred | 2013-12-31 | $573,581 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $175,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,483,236 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $197,385 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $206,737 |
Administrative expenses (other) incurred | 2013-12-31 | $1,360,696 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,288,338 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $56,474,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $51,186,221 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,457,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,519,000 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $48,286,331 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $44,854,001 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $10,249,399 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $1,938,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $704,353 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,308,273 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $466,657 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $393,517 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2013-12-31 | 341818258 |
2012 : KEYCORP RETIREE MEDICAL PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $393,517 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $265,377 |
Total income from all sources (including contributions) | 2012-12-31 | $9,262,379 |
Total of all expenses incurred | 2012-12-31 | $8,509,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,328,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,879,857 |
Value of total assets at end of year | 2012-12-31 | $51,579,738 |
Value of total assets at beginning of year | 2012-12-31 | $50,698,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,181,111 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $113,300 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $113,300 |
Administrative expenses professional fees incurred | 2012-12-31 | $629,643 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $125,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,200,473 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $206,737 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $176,049 |
Administrative expenses (other) incurred | 2012-12-31 | $1,551,468 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $752,994 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $51,186,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $50,433,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,519,000 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $44,854,001 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $50,522,555 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $590,810 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $5,678,412 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $679,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,328,274 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $393,517 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $265,377 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2012-12-31 | 341818258 |
2011 : KEYCORP RETIREE MEDICAL PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $265,377 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $207,809 |
Total income from all sources (including contributions) | 2011-12-31 | $1,186,847 |
Total of all expenses incurred | 2011-12-31 | $7,952,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,518,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,696,975 |
Value of total assets at end of year | 2011-12-31 | $50,698,604 |
Value of total assets at beginning of year | 2011-12-31 | $57,406,976 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,434,226 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $592,548 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $125,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,135,537 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $176,049 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $199,834 |
Administrative expenses (other) incurred | 2011-12-31 | $841,678 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-6,765,940 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $50,433,227 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $57,199,167 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $50,522,555 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $57,207,142 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-3,510,128 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,561,438 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,518,561 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $265,377 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $207,809 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2011-12-31 | 341818258 |
2010 : KEYCORP RETIREE MEDICAL PLAN 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $207,809 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $729,166 |
Total income from all sources (including contributions) | 2010-12-31 | $11,123,999 |
Total of all expenses incurred | 2010-12-31 | $7,427,496 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,222,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,621,759 |
Value of total assets at end of year | 2010-12-31 | $57,406,976 |
Value of total assets at beginning of year | 2010-12-31 | $54,231,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,205,160 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $840,160 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $125,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,564,537 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $199,834 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $201,855 |
Administrative expenses (other) incurred | 2010-12-31 | $365,000 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $68,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,696,503 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $57,199,167 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $53,502,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $57,207,142 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $53,961,975 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $7,502,240 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $57,222 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,222,336 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $207,809 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $729,166 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2010-12-31 | 341818258 |
2022: KEYCORP RETIREE MEDICAL PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: KEYCORP RETIREE MEDICAL PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: KEYCORP RETIREE MEDICAL PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: KEYCORP RETIREE MEDICAL PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: KEYCORP RETIREE MEDICAL PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: KEYCORP RETIREE MEDICAL PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: KEYCORP RETIREE MEDICAL PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: KEYCORP RETIREE MEDICAL PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: KEYCORP RETIREE MEDICAL PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: KEYCORP RETIREE MEDICAL PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: KEYCORP RETIREE MEDICAL PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: KEYCORP RETIREE MEDICAL PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2010: KEYCORP RETIREE MEDICAL PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2010-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: KEYCORP RETIREE MEDICAL PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |