Back to filter
Original filing (PDF)20230621054409NAL0000336257001
KOCH ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
KOCH HEALTH PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
1,765
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOCH ENTERPRISES, INC..
Plan sponsor
Name
KOCH ENTERPRISES, INC.
EIN
35-0447300
Address
14 S 11TH AVE · EVANSVILLE, IN · 477125020
Phone
(812) 465-9800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-21
Welfare benefit codes
4A · Health (other than dental or vision)
4Q · Other
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEY BENEFIT ADMINISTRATORS, INC | 35-1450364 | INDIANAPOLIS, IN | NONE | $562K | — |
| AMERICAN HEALTH DATA INSTITURE | 35-2048379 | INDIANAPOLIS, IN | NONE | $181K | — |
| CIGNA | 06-0303370 | CINCINNATI, OH | NONE | $145K | — |
| ENCORE | 35-2067373 | CHICAGO, IL | NONE | $95K | — |
| CVS PHARMACY, INC | 05-0340626 | — | NONE | — | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.