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  2. KOCH FOUNDATION, INC.
Sponsor portfolio

KOCH FOUNDATION, INC.

EIN 59-1885997-philanthropy-Latest filing 2025
Plans
2
Retirement
1
$129K assets
Welfare
1
$3K premiums
Participants
2
4421 NW 39TH AVE STE 1 - GAINESVILLE, FL 326067223352-373-7491thekochfoundation.orgLinkedIn1-10 employeesphilanthropy
Plans on this EIN
2 filings
#001OtherDC-$129K - 1 part#502Mixed-$3K - 1 lives

Benefits portfolio analytics

1 plan / $3K premiums / 1 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $3K1 slice

Broker market share

Schedule A broker compensation

Split broker
63%top
  • HUB INTERNATIONAL MIDWEST LIMITED63%
  • ELIZABETH MARIE LANGEVIN25%
  • ALLISON JAMIE TAMARES10%
  • ALYSON MARIE MCMAHON1%
  • SUN NATIONAL BENEFITS LLC0%
  • +1 more
Total $2276 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 FOUNDATION, INC.

OtherDC

Assets$129K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COLONIAL LIFE & ACCIDENT INSUANCE COMPANY

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$3K
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOCH FOUNDATION, INC.OtherDC$129K12025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COLONIAL LIFE & ACCIDENT INSUANCE COMPANYMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K12025
Retirement plans
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