How many employer clients does Keystone Insurance have?

Keystone Insurance is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.

Who are Keystone Insurance's largest employer clients?

By plan participants, the largest include Daily Services LLC (620 participants), Allied-Locke Industries, Inc. (355 participants) and Commerce Lexington, Inc. Mining, Construction & Manufacturing Sub-Asso.

How much does Keystone Insurance earn in commissions?

Insurers reported $171,494 in broker commissions and $17,958 in fees paid to Keystone Insurance for plan year 2025, per Schedule A Part 1.

Where is Keystone Insurance located?

Keystone Insurance is based in Northumberland, PA and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Pennsylvania

Keystone Insurance

Northumberland, PA

Keystone Insurance of Northumberland, PA is the broker of record on 12 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $171,494 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$171,494

plan year 2025

Reported fees

$17,958

Quick answer

Keystone Insurance (Northumberland, PA) is the broker of record for 8 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Keystone Insurance have?: Keystone Insurance is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
Who are Keystone Insurance's largest employer clients?: By plan participants, the largest include Daily Services LLC (620 participants), Allied-Locke Industries, Inc. (355 participants) and Commerce Lexington, Inc. Mining, Construction & Manufacturing Sub-Asso.
How much does Keystone Insurance earn in commissions?: Insurers reported $171,494 in broker commissions and $17,958 in fees paid to Keystone Insurance for plan year 2025, per Schedule A Part 1.
Where is Keystone Insurance located?: Keystone Insurance is based in Northumberland, PA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Keystone Insurance on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Daily Services LLC	OH	620	2025-10-31
Allied-Locke Industries, Inc.	IL	355	2026-01-31
Commerce Lexington, Inc. Mining, Construction & Manufacturing Sub-Asso	KY	0	2024-12-31

5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.