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Sponsor portfolioWelfare / HealthEIN 99-2238322

KOCH SERVICES, INC.

4200 DAHLBERG DRIVE STE 100 · MINNEAPOLIS, MN 554224802
7633025400
Plans filed
1
Years active
2025–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
1,305
No prior year
Total participants
1,193
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.0M
KOCH SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed1,305 covered·4 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$991K39.2%
Short-term disability$555K22.0%
Life$517K20.5%
Long-term disability$353K14.0%
Vision$109K4.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$1.8M88.0%161,186
FIRST STOP HEALTH
EIN 451542956
Oth
$116K5.8%111,305
EYEMED VISION CARE
EIN 430949844
V
$109K5.4%111,018
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$15K0.7%1169

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VALINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED, FIRST STOP HEALTH, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$214K$0$214K95.3%1
THE ULTIMATE SOFTWARE GROUPATLANTA, GALINCOLN NATIONAL LIFE INSURANCE COMPANY$0$9K$9K4.2%1
WILLIAM J WALKERWAYLAND, IAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$1K$0$1K0.5%1

Policy details

Latest year, by plan
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