Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.8M
- Life$2.5M
- Short-term disability$2.5M
- Long-term disability$2.5M
- Vision$263K
- Dental$84K
Sponsor portfolioTH
KOCH ENTERPRISES, INC.
EIN 35-0447300automotiveLatest filing 2024
Plans
2
Retirement
1
$284.5M assets
Welfare
1
$3.2M premiums
Participants
5,262
14 SOUTH ELEVENTH AVENUE - EVANSVILLE, IN 47712812-465-9668kochenterprises.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 4,247 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- SUN LIFE ASSURANCE COMPANY OF CANADA80%
- UNITED HEALTHCARE INSURANCE COMPANY9%
- VISION SERVICE PLAN8%
- PARAMOUNT DENTAL3%
Broker market share
Schedule A broker compensation
97%top
- CLIPPINGER FINANCIAL GROUP LLC97%
- NFP INSURANCE SERVICES INC3%
- SCOTT CLIPPINGER-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOCH COMPANIES 401(K) PLAN
401k
Assets$284.5M
Participants3,059
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
KOCH EMPLOYEE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$3.2M
Covered lives4,247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOCH COMPANIES 401(K) PLAN | 401k | $284.5M | 3,059 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | KOCH EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $3.2M | 4,247 | 2024 |
Retirement plans
Welfare plans