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  2. KOCH ENTERPRISES, INC.
Sponsor portfolioTH

KOCH ENTERPRISES, INC.

EIN 35-0447300-automotive-Latest filing 2025
Plans
2
Retirement
1
$200.8M assets
Welfare
1
$2.4M premiums
Participants
4,536
14 S 11TH AVE - EVANSVILLE, IN 47712812-465-9674kochenterprises.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$200.8M - 2,886 part#505Mixed-$2.4M - 2,431 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 2,431 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$2.0M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • Vision$173K
  • Dental$22K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA84%
  • UNITED HEALTHCARE INSURANCE COMPANY8%
  • VISION SERVICE PLAN7%
  • HEALTH RESOURCES, INC.1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • CLIPPINGER FINANCIAL GROUP, LLC91%
  • WATCHTOWER TECHNOLOGIES INC9%
  • IMG0%
Total $320K3 slices

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$200.8M
Participants2,886
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KOCH EMPLOYEE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.4M
Covered lives2,431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOCH COMPANIES 401(K) PLAN401k$200.8M2,8862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KOCH EMPLOYEE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.4M2,4312025
Retirement plans
Welfare plans
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