Koch Employees' Savings Plan — Form 5500 plan (Koch Companies, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Koch Employees' Savings Plan is a benefit plan reported by Koch Companies, LLC under EIN 99-2447784 and plan number 002. The latest loaded filing year is 2023. The filing reports 18,780 participants and $3,870,107,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koch Companies, LLC
- EIN
- 99-2447784
- Plan number
- 002
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 18,780
- End-of-year plan assets
- $3,870,107,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,780 | H, C | 20241013124810NAL0014066387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,870,107,696
- Total liabilities (EOY)
- $1,067,429
- Net assets (EOY)
- $3,869,040,267
- Net assets (BOY)
- $3,431,187,294
Income & contributions
- Employer contributions
- $120,197,260
- Participant contributions
- $135,104,815
- Total contributions
- $294,394,756
- Total income / additions
- $915,415,552
Expenses & distributions
- Benefits paid
- $431,977,956
- Administrative expenses
- $1,717,604
- Total expenses
- $433,823,973
- Net increase / (decrease)
- $481,591,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Financial Advisors, LLC | RECORDKEEPER | $600,520 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $444,014 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | RECORDKEEPER | $291,212 | $0 | 2023 |
| Blackrock Institutional Trust Co., | OTHER SERVICES | $275,467 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $54,522 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | ACCOUNTANT/AUDITOR | $33,725 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $22,631 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Koch Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Alight Financial Advisors, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Blackrock Institutional Trust Co., — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation