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Sponsor portfolio

KOCH & CO., INC.

EIN 48-1090100-building materials-Latest filing 2025
Plans
2
Retirement
1
$23.8M assets
Welfare
1
$1.3M premiums
Participants
1,283
1809 NORTH STREET - SENECA, KS 66538785-336-6022LinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$23.8M - 681 part#510Mixed-$1.3M - 980 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 980 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$912K
  • Life$575K
  • Short-term disability$575K
  • Long-term disability$575K
  • Dental$299K
  • Vision$62K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY66%
  • DELTA DENTAL OF CALIFORNIA24%
  • ASSURITY LIFE INSURANCE COMPANY6%
  • AMERITAS LIFE INSURANCE CORP.5%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • HALLIER REED LLC67%
  • KEITH OLBERDING, INC28%
  • DANE PAPE5%
Total $182K3 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 & CO., INC. 401(K) PLAN

401k

Assets$23.8M
Participants681
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

KOCH & CO., INC. WELFARE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives980
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOCH & CO., INC. 401(K) PLAN401k$23.8M6812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510KOCH & CO., INC. WELFARE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.3M9802025
Retirement plans
Welfare plans
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