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Original filing (PDF)20231005101340NAL0013356083001
KOCH INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
KOCH INDUSTRIES GROUP RETIREE MEDICAL PLAN
Health & welfare plan
Signals · 1
~472 bps in Sched C fees
Active participants
68
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 472 bps in Schedule C fees — 808% above peer band of 52 bps.
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
537
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-05
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYER HOFFMAN MCCANN PC | 43-1947695 | — | AUDITOR | $38K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHPLAN SERVICES, INC. | 59-1407300 | — | NONE | $23K | — |
| BLUE CROSS BLUE SHIELD OF GEORGIA | 58-0469845 | — | NONE | $11K | — |
| MHM RETIREMENT PLAN SOLUTIONS | 20-1876798 | — | NONE | $6K | — |
| JPMORGAN CHASE BANK NA | — | COLUMBUS, OH | NONE | $6K | — |
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.