Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOCH COMPANIES, LLC
EIN 99-2447784ManufacturingLatest filing 2024
Plans
4
Retirement
2
$5.73B assets
Welfare
2
$14.0M premiums
Participants
69,184
Retirement portfolio analytics
2 plans aggregated / $5.73B assets / 30,019 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
76%top
- (Not disclosed)76%
- ALIGHT SOLUTIONS LLC24%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $14.0M premiums / 123,260 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$7.5M
- Vision$6.6M
- Life$6.6M
- Health$1.2M
- Dental$1.2M
Carrier market share
Premium dollars by Schedule A carrier
47%top
- METROPOLITAN LIFE INSURANCE COMPANY47%
- VISION SERVICE PLAN40%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA4%
Broker market share
Schedule A broker compensation
82%top
- STRATEGIC EMPLOYEE BENEFIT SERVICES82%
- STRATEGIC NON-MEDICAL SOLUTION18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KOCH EMPLOYEES' SAVINGS PLAN
401k
Assets$4.34B
Participants18,027
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KOCH EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$1.39B
Participants11,992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
KOCH EMPLOYEE GROUP BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$14.0M
Covered lives123,260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#537
KOCH RETIREE MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KOCH EMPLOYEES' SAVINGS PLAN | 401k | $4.34B | 18,027 | 2024 | |
| 001 | KOCH EMPLOYEES' PENSION PLAN | TraditionalDB | $1.39B | 11,992 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KOCH EMPLOYEE GROUP BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $14.0M | 123,260 | 2024 | |
| 537 | KOCH RETIREE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans