Form 5500 · Employee benefit plan · BOSTON, MA
KEYSTONE STRATEGY, LLC
Public Form 5500 records show how KEYSTONE STRATEGY, LLC (BOSTON, MA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0838207 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health | 231 | June | $160,903 |
| GUARDIAN | Life, Disability | 253 | June | $24,585 |
| DELTA DENTAL OF MASSACHUSETTS | Dental | 424 | June | $14,577 |
| VISION SERVICE PLAN | Vision | 237 | June | $1,680 |
Questions
Who is KEYSTONE STRATEGY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, KEYSTONE STRATEGY, LLC's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does KEYSTONE STRATEGY, LLC use?
KEYSTONE STRATEGY, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 4 disclosed carriers.
When does KEYSTONE STRATEGY, LLC's group plan renew?
The most recent Schedule A policy period for KEYSTONE STRATEGY, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KEYSTONE STRATEGY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.