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KEYCORP RETIREE MEDICAL PLAN 401k Plan overview

Plan NameKEYCORP RETIREE MEDICAL PLAN
Plan identification number 514

KEYCORP RETIREE MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

KEYCORP has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEYCORP RETIREE MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5142022-01-01CATHLEEN M. FYFFE2023-10-13
5142021-01-01CATHLEEN M. FYFFE2022-10-13
5142020-01-01CATHLEEN M. FYFFE2021-10-15
5142019-01-01DEBORAH SUMMERS2020-10-14
5142018-01-01
5142017-01-01
5142016-01-01CATHLEEN M. FYFFE
5142015-01-01CATHLEEN M. FYFFE
5142014-01-01ALAN DUFFY
5142013-01-01KEYCORP BY IRENE IMMERMAN
5142012-01-01KATHLEEN A. EGAN
5142011-01-01KATHLEEN A. EGAN
5142010-01-01KATHLEEN A. EGAN
5142009-01-01KATHLEEN EAGAN

Plan Statistics for KEYCORP RETIREE MEDICAL PLAN

401k plan membership statisitcs for KEYCORP RETIREE MEDICAL PLAN

Measure Date Value
2022: KEYCORP RETIREE MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,012
Number of retired or separated participants receiving benefits2022-01-012,971
Total of all active and inactive participants2022-01-012,971
2021: KEYCORP RETIREE MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,199
Number of retired or separated participants receiving benefits2021-01-013,012
Total of all active and inactive participants2021-01-013,012
2020: KEYCORP RETIREE MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,412
Number of retired or separated participants receiving benefits2020-01-013,199
Total of all active and inactive participants2020-01-013,199
2019: KEYCORP RETIREE MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,018
Number of retired or separated participants receiving benefits2019-01-013,412
Total of all active and inactive participants2019-01-013,412
2018: KEYCORP RETIREE MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,999
Number of retired or separated participants receiving benefits2018-01-013,018
Total of all active and inactive participants2018-01-013,018
2017: KEYCORP RETIREE MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,996
Number of retired or separated participants receiving benefits2017-01-012,999
Total of all active and inactive participants2017-01-012,999
2016: KEYCORP RETIREE MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,831
Number of retired or separated participants receiving benefits2016-01-012,996
Total of all active and inactive participants2016-01-012,996
2015: KEYCORP RETIREE MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,843
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-012,831
Total of all active and inactive participants2015-01-012,831
2014: KEYCORP RETIREE MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,920
Number of retired or separated participants receiving benefits2014-01-012,843
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,843
2013: KEYCORP RETIREE MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,796
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-012,720
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,720
Total participants2013-01-012,720
2012: KEYCORP RETIREE MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,780
Number of retired or separated participants receiving benefits2012-01-012,796
Total of all active and inactive participants2012-01-012,796
Total participants2012-01-012,796
2011: KEYCORP RETIREE MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,803
Number of retired or separated participants receiving benefits2011-01-012,780
Total of all active and inactive participants2011-01-012,780
Total participants2011-01-012,780
2010: KEYCORP RETIREE MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,877
Number of retired or separated participants receiving benefits2010-01-012,803
Total of all active and inactive participants2010-01-012,803
Total participants2010-01-012,803
2009: KEYCORP RETIREE MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,954
Number of retired or separated participants receiving benefits2009-01-012,877
Total of all active and inactive participants2009-01-012,877
Total participants2009-01-012,877

Financial Data on KEYCORP RETIREE MEDICAL PLAN

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 assets2022-12-31$3,745,365
Total of all expenses incurred2022-12-31$8,734,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$39,806,013
Value of total assets at beginning of year2022-12-31$56,700,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,790,240
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$725,055
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,105,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$23,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$30,601
Other income not declared elsewhere2022-12-31$81,826
Administrative expenses (other) incurred2022-12-31$2,790,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,152,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,490,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$630,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,082,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 trusts2022-12-31$-6,874,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$223,722
Income. Dividends from preferred stock2022-12-31$1,607
Income. Dividends from common stock2022-12-31$5,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,943,943
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$17,096,955
Liabilities. Value of benefit claims payable at end of year2022-12-31$99,109
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$213,272
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$87,401,345
Aggregate carrying amount (costs) on sale of assets2022-12-31$83,655,980
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2022-12-31341818258
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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,026,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$56,700,380
Value of total assets at beginning of year2021-12-31$52,186,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,078,222
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$726,115
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,302,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$30,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$12,857
Other income not declared elsewhere2021-12-31$100,322
Administrative expenses (other) incurred2021-12-31$1,078,222
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,490,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,594,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,082,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$557,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 trusts2021-12-31$3,808,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$15,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,948,409
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$17,096,955
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$14,011,390
Liabilities. Value of benefit claims payable at end of year2021-12-31$213,272
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$123,676
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$9,549,303
Aggregate carrying amount (costs) on sale of assets2021-12-31$9,549,303
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2021-12-31341818258
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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,521,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$52,186,199
Value of total assets at beginning of year2020-12-31$51,933,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$794,640
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$822,454
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,250,017
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$12,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$24,097
Other income not declared elsewhere2020-12-31$107,393
Administrative expenses (other) incurred2020-12-31$794,640
Total non interest bearing cash at end of year2020-12-31$9,426
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,594,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,587,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$557,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,413,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 trusts2020-12-31$2,118,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,726,382
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$14,011,390
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$11,892,752
Liabilities. Value of benefit claims payable at end of year2020-12-31$123,676
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$37,465
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$10,186,292
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,186,292
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2020-12-31341818258
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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,236,788
Total of all expenses incurred2019-12-31$7,236,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,674,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$51,933,037
Value of total assets at end of year2019-12-31$51,933,037
Value of total assets at beginning of year2019-12-31$46,767,581
Value of total assets at beginning of year2019-12-31$46,767,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,562,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,562,078
Total interest from all sources2019-12-31$18,297
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$175,000,000
Value of fidelity bond cover2019-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,064,161
Contributions received from participants2019-12-31$1,064,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$24,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$24,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,968
Other income not declared elsewhere2019-12-31$154,205
Other income not declared elsewhere2019-12-31$154,205
Administrative expenses (other) incurred2019-12-31$1,562,078
Administrative expenses (other) incurred2019-12-31$1,562,078
Total non interest bearing cash at end of year2019-12-31$15,202
Total non interest bearing cash at end of year2019-12-31$15,202
Total non interest bearing cash at beginning of year2019-12-31$17,024
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,185,383
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,587,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,587,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,648,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,648,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,413,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,413,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,301,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,301,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,301,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 trusts2019-12-31$3,107,231
Net investment gain or loss from common/collective trusts2019-12-31$3,107,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$73,534
Contributions received in cash from employer2019-12-31$73,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,674,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,674,710
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$11,892,752
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$11,892,752
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$8,785,520
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$8,785,520
Liabilities. Value of benefit claims payable at end of year2019-12-31$37,465
Liabilities. Value of benefit claims payable at end of year2019-12-31$37,465
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$57,392
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$57,392
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$7,818,361
Aggregate proceeds on sale of assets2019-12-31$7,818,361
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,818,361
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,818,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEADEN & MOORE, LTD
Accountancy firm name2019-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2019-12-31341818258
Accountancy firm EIN2019-12-31341818258
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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,261,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$46,767,581
Value of total assets at beginning of year2018-12-31$52,524,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$410,516
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,388,785
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,252,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$14,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$13,310
Other income not declared elsewhere2018-12-31$848,862
Administrative expenses (other) incurred2018-12-31$410,516
Total non interest bearing cash at end of year2018-12-31$17,024
Total non interest bearing cash at beginning of year2018-12-31$13,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,648,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,501,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,301,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$31,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 trusts2018-12-31$-529,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$149,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,850,991
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$8,785,520
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$10,963,798
Liabilities. Value of benefit claims payable at end of year2018-12-31$57,392
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$77,029
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,287,263
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,287,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2018-12-31341818258
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 incurred2017-12-31$7,824,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$52,524,444
Value of total assets at beginning of year2017-12-31$49,843,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,509,032
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,073,534
Administrative expenses professional fees incurred2017-12-31$424,011
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,479,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$13,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$31,154
Other income not declared elsewhere2017-12-31$124,224
Administrative expenses (other) incurred2017-12-31$3,085,021
Total non interest bearing cash at end of year2017-12-31$13,774
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,501,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,338,912
Value of interest in common/collective trusts at end of year2017-12-31$10,963,798
Value of interest in common/collective trusts at beginning of year2017-12-31$16,438,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$31,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$27,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 trusts2017-12-31$1,771,609
Net gain/loss from 103.12 investment entities2017-12-31$5,878,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$531,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,315,442
Liabilities. Value of benefit claims payable at end of year2017-12-31$77,029
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$440,684
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2017-12-31341818258
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 incurred2016-12-31$6,429,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$49,843,051
Value of total assets at beginning of year2016-12-31$49,511,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,310,533
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$777,728
Administrative expenses professional fees incurred2016-12-31$443,984
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,788,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$31,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$40,166
Other income not declared elsewhere2016-12-31$280,085
Administrative expenses (other) incurred2016-12-31$1,866,549
Total non interest bearing cash at end of year2016-12-31$7,082
Total non interest bearing cash at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$33,338,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,256,297
Value of interest in common/collective trusts at end of year2016-12-31$16,438,795
Value of interest in common/collective trusts at beginning of year2016-12-31$23,149,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$27,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$59,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 trusts2016-12-31$876,180
Net gain/loss from 103.12 investment entities2016-12-31$2,605,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$133,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,119,224
Liabilities. Value of benefit claims payable at end of year2016-12-31$440,684
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$147,115
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MEADEN AND MOORE, LTD
Accountancy firm EIN2016-12-31341818258
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 incurred2015-12-31$8,727,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$49,511,537
Value of total assets at beginning of year2015-12-31$56,109,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,466,177
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$521,642
Administrative expenses professional fees incurred2015-12-31$501,764
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,183,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$40,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$82,784
Other income not declared elsewhere2015-12-31$433,411
Administrative expenses (other) incurred2015-12-31$2,964,413
Total non interest bearing cash at end of year2015-12-31$6,416
Total non interest bearing cash at beginning of year2015-12-31$5,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,256,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,951,292
Value of interest in common/collective trusts at end of year2015-12-31$23,149,194
Value of interest in common/collective trusts at beginning of year2015-12-31$31,966,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$59,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$102,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$102,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,421
Net investment gain or loss from common/collective trusts2015-12-31$-657,274
Net gain/loss from 103.12 investment entities2015-12-31$-913,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$583,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,261,359
Liabilities. Value of benefit claims payable at end of year2015-12-31$147,115
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$169,987
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MEADEN & MOORE LTD
Accountancy firm EIN2015-12-31341818258
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 incurred2014-12-31$8,812,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$56,109,014
Value of total assets at beginning of year2014-12-31$56,941,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$765,396
Administrative expenses professional fees incurred2014-12-31$546,308
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,510,603
Administrative expenses (other) incurred2014-12-31$1,726,205
Total non interest bearing cash at end of year2014-12-31$5,941
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,951,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,457,500
Value of interest in common/collective trusts at end of year2014-12-31$31,966,642
Value of interest in common/collective trusts at beginning of year2014-12-31$48,286,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$185,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$197,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$197,385
Net investment gain or loss from common/collective trusts2014-12-31$-1,813,554
Net gain/loss from 103.12 investment entities2014-12-31$5,550,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,263,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,539,537
Liabilities. Value of benefit claims payable at end of year2014-12-31$169,987
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$466,657
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2014-12-31341818258
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 incurred2013-12-31$9,242,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$56,941,216
Value of total assets at beginning of year2013-12-31$51,579,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$155,400
Administrative expenses professional fees incurred2013-12-31$573,581
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$175,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,483,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$197,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$206,737
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,457,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,519,000
Value of interest in common/collective trusts at end of year2013-12-31$48,286,331
Value of interest in common/collective trusts at beginning of year2013-12-31$44,854,001
Net investment gain or loss from common/collective trusts2013-12-31$10,249,399
Net gain/loss from 103.12 investment entities2013-12-31$1,938,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$704,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,308,273
Liabilities. Value of benefit claims payable at end of year2013-12-31$466,657
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$393,517
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2013-12-31341818258
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 incurred2012-12-31$8,509,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$51,579,738
Value of total assets at beginning of year2012-12-31$50,698,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$113,300
Administrative expenses professional fees incurred2012-12-31$629,643
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$125,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,200,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$206,737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$176,049
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,519,000
Value of interest in common/collective trusts at end of year2012-12-31$44,854,001
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$5,678,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$679,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,328,274
Liabilities. Value of benefit claims payable at end of year2012-12-31$393,517
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$265,377
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
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 incurred2011-12-31$7,952,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$50,698,604
Value of total assets at beginning of year2011-12-31$57,406,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,434,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$592,548
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$125,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,135,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$176,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$199,834
Administrative expenses (other) incurred2011-12-31$841,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in common/collective trusts at end of year2011-12-31$50,522,555
Value of interest in common/collective trusts at beginning of year2011-12-31$57,207,142
Net investment gain or loss from common/collective trusts2011-12-31$-3,510,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,561,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,518,561
Liabilities. Value of benefit claims payable at end of year2011-12-31$265,377
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$207,809
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
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 incurred2010-12-31$7,427,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$57,406,976
Value of total assets at beginning of year2010-12-31$54,231,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,205,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$840,160
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$125,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,564,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$199,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$201,855
Administrative expenses (other) incurred2010-12-31$365,000
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in common/collective trusts at end of year2010-12-31$57,207,142
Value of interest in common/collective trusts at beginning of year2010-12-31$53,961,975
Net investment gain or loss from common/collective trusts2010-12-31$7,502,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$57,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,222,336
Liabilities. Value of benefit claims payable at end of year2010-12-31$207,809
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$729,166
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2010-12-31341818258

Form 5500 Responses for KEYCORP RETIREE MEDICAL PLAN

2022: KEYCORP RETIREE MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: KEYCORP RETIREE MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: KEYCORP RETIREE MEDICAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: KEYCORP RETIREE MEDICAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: KEYCORP RETIREE MEDICAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: KEYCORP RETIREE MEDICAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: KEYCORP RETIREE MEDICAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: KEYCORP RETIREE MEDICAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: KEYCORP RETIREE MEDICAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: KEYCORP RETIREE MEDICAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: KEYCORP RETIREE MEDICAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: KEYCORP RETIREE MEDICAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: KEYCORP RETIREE MEDICAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: KEYCORP RETIREE MEDICAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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