Koch Retiree Medical 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 Retiree Medical Plan is a benefit plan reported by Koch Companies, LLC under EIN 99-2447784 and plan number 537. The latest loaded filing year is 2023. The filing reports 195 participants and $1,856,001 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
- 537
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $1,856,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241009162841NAL0010839907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,856,001
- Total liabilities (EOY)
- $4,929
- Net assets (EOY)
- $1,851,072
- Net assets (BOY)
- $1,766,273
Income & contributions
- Employer contributions
- $41,875
- Participant contributions
- $278,539
- Total contributions
- $320,414
- Total income / additions
- $374,884
Expenses & distributions
- Benefits paid
- $214,256
- Administrative expenses
- $75,829
- Total expenses
- $290,085
- Net increase / (decrease)
- $84,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Cpas P.C. | AUDITOR | $23,600 | not reported in the loaded dataset | 2023 |
| Healthplan Services, Inc. | NONE | $23,400 | not reported in the loaded dataset | 2023 |
| Alight Solutions | RECORDKEEPER | $11,331 | $0 | 2023 |
| Blue Cross Blue Shield Of Georgia | NONE | $6,300 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank Na | NONE | $5,824 | 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
- Cbiz Cpas P.C. — Schedule C compensation
- Healthplan Services, Inc. — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Blue Cross Blue Shield Of Georgia — Schedule C compensation
- Jpmorgan Chase Bank Na — Schedule C compensation