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Sponsor portfolioWelfare / HealthEIN 23-2771501

KOCH HOLDINGS, INC.

3810 HECKTOWN ROAD · EASTON, PA 18045
6102539191
Plans filed
1
Years active
2017–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
361
No prior year
Total participants
355
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.0M
KOCH HOLDINGS WELFARE BENEFIT PLAN
Fully insured361 covered·3 carriers
Primary: HIGHMARK, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.5M29.9%
Dental$4.5M29.9%
Prescription drug$4.5M29.9%
Other$474K3.1%
Life$380K2.5%
Short-term disability$336K2.2%
Long-term disability$336K2.2%
Vision$19K0.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 231294723
HRxD
$4.5M90.2%11355
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
VLSTDLTDOth
$355K7.1%12361
TRUSTMARK INSURANCE COMPANY
EIN 360792925
LOth
$138K2.7%14148

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CREATIVE BENEFITS, INC.NEWTOWN SQUARE, PASUN LIFE ASSURANCE COMPANY OF CANADA, HIGHMARK, INC.$168K$11K$179K87.1%1
CHARLOTTE SANTA CRUZBAY ST LOUIS, MSTRUSTMARK INSURANCE COMPANY$18K$0$18K8.7%1
KOCH PROTECT INC.EASTON, PATRUSTMARK INSURANCE COMPANY$9K$0$9K4.2%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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