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Original filing (PDF)20231002120832NAL0010589603001
KOCH INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
KOCH INDUSTRIES EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Active participants
5,542
Accounts w/ balance
—
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOCH INDUSTRIES, INC..
Plan sponsor
Name
KOCH INDUSTRIES, INC.
EIN
48-0484227
Address
IRS/DOL NOTICES · 4111 E. 37TH STREET N, GA029-06 · WICHITA, KS · 67220
Phone
(404) 652-2109
Industry
Manufacturingsee all
Plan administrator
Name
KOCH BENEFITS ADMINISTRATIVE COMMITTEE
EIN
20-3661223
City
WICHITA, KS
Phone
(404) 652-2109
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-02
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 82-1061233 | — | RECORDKEEPER | $724K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $114K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYER HOFFMAN MCCANN P.C. | 43-1947695 | — | AUDITOR | $29K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US, LLC | 53-0181291 | — | ACTUARY | $74K | — |
Investments
1 pooled fund· $1.6B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| KOCH IND INC PEN RET PLAN MASTER TR KOCH INDUSTRIES INC · EIN 25-6263968 / PN 001 | Master Trust | $1.6B | 100.0% |